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arcadvisors
Arc Tax Advisors
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It takes a team to manage the complexities of today's wealth. Our comprehensive tax and accounting services provide you with the scale and flexibility to manage your wealth, while you also benefit from an intensely focused relationship.
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Working closely with your financial advisor and your other professionals, we become a key coordinator, counselor and support staff for your family. As a result, you may experience seamlessness of service and spend more time enjoying your wealth.
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Our relationship with families is about more than managing taxes. It is about managing a lifestyle and helping to build a lasting legacy.
Our primary goal is to help our clients by offering relevant and innovative tax and accounting services to simplify the management of complex financial affairs.
Our individual client services include household accounting services, consolidated reporting, tax services and consulting services.
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We always suggest that building the right advisory team early in their career is important–people they can trust who have the necessary resources and skills. An independent team of advisors could include an agent, lawyer, manager, accountant, and financial advisor. Family and friends who have always offered support will often continue to play pivotal roles in athletes’ careers, and professional advisors should complement the team the athlete already has in place.
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ABOUT
Team
Who We Are
With over 25 years of corporate business experience, include 15 years running a successful tax and accounting business, James has been helping individuals and small business reach their financial goals and gain control over their financial lives. His broad and extensive experience include, auditing and operational improvements has help him. Most recently, he spend 12 years was a Vice President at the Finance group at Credit Suisse.
James is registered as an Investment Advisor in the state of New Jersey as well as licensed as a Certified Public Accountant. He holds a Bachelor of Science degree in accounting from Syracuse University and has completed the Financial Planning Capstone Course at Pace University.
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