James A. Schmidt, CPA, PFS

Office: (480) 834-6030

Direct: (480) 610-1006


Of Counsel


B.S. – Accounting, Summa Cum Laude
MAcc – Taxation, With High Distinction
Member – American Institute of Certified Public Accountants (AICPA) & Arizona Society of Certified Public Accountants (ASCPA)
AICPA-certified Personal Financial Specialist


James Schmidt is heralded for his tax expertise and business acumen, specializing in advising family-owned businesses and their owners with sophisticated tax planning, structuring and succession planning needs. He has in-depth expertise in a range of industries including Real Estate, Professional Services, Wholesale Distribution, Technology, Manufacturing, Construction and Railroads. He received the Elijah Watt Sells Award for obtaining one of the highest scores in the country on the CPA examination.


Jim and his wife, Rosalyn, enjoy musical theater and travelling (all 50 states and some 45 countries and counting). Ask any of their eight children, and they will each tell you Jim enjoys virtually every sport, but in particular, basketball, volleyball, golf, mountain biking, and snorkeling. He is active in community and church leadership, is an active Rotarian, and a Board Member of the East Valley Partnership.

“For me, the true joy in this profession comes from developing close relationships with people and helping them grow their businesses, secure their financial future and bless their families for generations.”