As a Tax Compliance and Controversy Specialist, James Robertson works with high net worth individuals and families, regarding preparation of tax returns, tax planning and facilitating tax compliance. He works with many clients requiring multi-state tax returns and has experience with complex tax issues and tax reduction strategies. He also specializes in tax issue resolution.
James’ career includes industrial engineering and cost accounting experience, manufacturing management experience, profit/loss responsibility and starting his own business prior to moving back into the tax industry. He has over a decade of experience in tax return preparation, review, and audit experience including representation of clients at the administration level of the U.S. Tax Court.
He has experience in the paper converting, flexible packaging, graphic services, financial services, and retail industries.
James has provided expert commentary for a variety of news media. He has appeared locally on WSB-TV, WXIA 11 Alive, Peachtree TV and nationally on Fox News Channel. He has also been featured in articles in the Atlanta Journal Constitution, Atlanta Business Chronicle and the Marietta Daily Journal commenting on tax related current events.
Professional and Civic Organizations
Member of West Cobb Church
Bachelor of Business Administration in Accounting, North Georgia College, Dahlonega, Georgia.