Principal

JAMES H. LAMB, JR., CPA

Practicing since 1980
Specializes in financial and tax planning and compliance of individuals, businesses, trust and estates
Extensive experience in business consulting, corporate transactions, financial planning, estate planning, tax controversy, and financial reporting
Expertise in a variety of areas including but not limited to:
real estate
corporate and individual tax planning
estate and trust taxation
financial reporting
professional services

DEGREES HELD:

Bachelor of Science / San Diego State University
Certified Public Accountant / Licensed by the State of California

PROFESSIONAL MEMBERSHIPS:

Certified in California
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
(“Accounting Day” Chair – 1995)
Member of Tax Committee for San Diego Chapter of CSCPA’s
Member of Tax Division – American Institute of Certified Public Accountants
Associate Member – State Bar of California Taxation Section