James Marshall has over 20 years experience as a CPA bringing valuable solutions to both large and small businesses in over 25 industries. James began his career at Price Waterhouse LLP in September 1992 as a Staff Auditor in Baltimore office. He was responsible for the audit and review of financial statements and providing recommendations in internal controls to audit committees. A few years late
r, James joined the tax department where he was responsible for tax consulting and tax compliance for corporations, partnerships, individuals, and non-profit organizations. James was then selected to join the PricewaterhouseCoopers National Tax Office in Washington DC to focus on developing innovative tax and accounting planning strategies for large and small business – including the owners. Based upon his technical expertise, James later became the primary tax advisor for an Ultra Net Worth individual in the Washington DC area. In June 2008, James left PwC to start J Marshall & Associates, a CPA firm focusing on small business. The primary mission of J Marshall & Associates is on assisting business owners with building and preserving their wealth. James accomplishes this through his unique approach of integrating tax, accounting, investment, and insurance planning for the business and the business owner. Wealth accumulation and protection ensures the clients of J Marshall & Associates continue to grow and the business owners achieve their goals. James graduated from Penn State University with a BS Degree in Finance and a BS degree in Accounting. James has a Masters of Science Degree in Taxation from The American University Kogod School of Business.
