James R. Perez, CPA/CITP/CGMA

Jim has 30 years experience in the accounting profession, including positions held in both public accounting and private industry. He joined Pisenti & Brinker in 1986 and became a partner in 1993.

Jim earned his BA in Management/Accounting at Sonoma State University. In addition to providing assurance services for the Firm’s business entity clients, Jim’s experience includes:

  • Real Estate Development and Leasing
  • Financial Services
  • Manufacturing
  • Technology
  • Wineries and Vineyards
  • Corporate, partnership and individual tax planning and compliance
  • Valuation of businesses and intangibles
  • IRS/FTB tax controversy representation
  • Expert witness services in numerous litigated disputes in federal and state courts involving tax, economic and accounting matters
  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
  • National Association of Certified Valuation Analysts
  • Certified Information Technology Professional (AICPA)
  • Chartered Global Management Accountant (AICPA)
  • SSU School of Business & Economics Students’ Choice Award for Excellence in Teaching

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