James R. Perez, CPA, CITP, CGMA
Principal

Jim Perez has more than 30 years of experience in both public accounting and private industry. A graduate of Sonoma State University, he received his Bachelor of Arts degree in Business Administration with an emphasis in Accounting. He has been with Pisenti & Brinker LLP since 1986 and became a partner in 1993.  Jim has extensive experience providing business and succession planning for closely-held companies and their owners.

Jim’s industry experience includes:

• Real Estate Development and Leasing
• Wineries and Vineyards
• Transfer Pricing
• Mergers and Acquisitions
• Representation before Tax Authorities
• Technology Companies
• Valuation of Businesses
• Manufacturing and Processing
• Financial Services

Jim’s practice also involves providing assurance and financial statement preparation services (audit, review, and compilation) for business entities, valuation of businesses and intangibles, income and property tax controversy representation, and expert witness testimony in federal and state courts involving tax, economic and accounting matters. Jim also taught accounting, auditing and information systems courses at Sonoma State University from 2010 to 2013. 

Business, Professional and Community Affiliations:

• Current
  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • National Association of Certified Valuators and Analysts (NACVA)
• Past
  • Eagle Scout