James A. Schmidt

“While I love the creative and technical aspects of tax planning, the true joy of this profession lies in the relationships with the truly amazing people we serve. Each day I have the opportunity to help someone strengthen their business, secure their financial future and bless their loved ones in the process. I feel very privileged to be able to do that.”

Jim Schmidt is an AICPA-certified Personal Financial Specialist. His areas of expertise include:

• Business and Personal Income Taxation

• Multiple-entity Structuring

• Estate and Gift Tax

• Financial Planning

• Tax Planning for Real Estate Transactions

• Business Excellence Consulting

• Coordinated Tax Planning for businesses and their owners.

He has in-depth expertise in a range of industries, including Real Estate, Professional Services, Wholesale Distribution, Technology, Manufacturing, and Construction. Jim is a member of the American Institute of Certified Public Accountants and the Arizona Society of Certified Public Accountants.

He is a CPA who holds various insurance and securities licenses (Series 7, 63, 66). He is past president and member of Mesa Baseline Rotary Club, and past president and board member of Banner Health/Lutheran Healthcare Network.

Jim has a Master of Accounting (Taxation), with High Distinction, from Brigham Young University, Provo, UT. He graduated first in his class and later received the Elijah Watt Sells Award for obtaining one of the highest scores on the CPA examination.

Outside the office, Jim’s world revolves around family and community service. He enjoys basketball, volleyball, golf, snorkeling and every sport, activity and performance any of his 8 children are involved in. Jim and his college sweetheart Rosalyn love to travel (all 50 states, some 40 countries and counting) because of their affinity for people and cultures. He is also actively involved with his church and the Boy Scouts of America.