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About Us

We are a family owned accounting firm established for the sole purpose of providing the highest level of personalized client service possible. We care about each of our clients as individuals. You will always have access to me and never have to worry whether a new staff accountant has the proper experience to address your issues. We take a holistic approach to our clients combining financial planning with accounting and tax services. We work to insure protection of clients’ assets while maximizing their net worth. If you would like to develop a relationship with an accountant that will know your name, get to know mine.

Partners Profile 415-731-7011

Jim McHale is a Certified Financial Planner and Certified Public Accountant, licensed in New York and California. He earned his B.S. in Busines Administration and Master of Business Administration, with concentrations in Accounting and Finance, from the State University of New York at Buffalo.

Jim takes a holistic approach to financial planning, ensuring protection of clients’ assets while maximizing their net worth. He does tax, financial planning and risk management consulting for small business clients and self-employed individuals.

In addition to his CPA and CFP® certifications, Jim has a California Real Estate License, a California Property and Casualty License and Life and Health Licenses in California and other states.

Jim is a part-time instructor of the Certified Financial Planning curriculum for Kaplan Professional. He is one of fewer than 25 instructors in the U.S. qualified to teach the entire six-part Certified Financial Planner comprehensive examination review.

He is an active volunteer for the California Society of Certified Public Accountants.

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