Firm Profile

James H. Eggert, CPA

James has over thirty years of experience in both public accounting and private industry.  He currently works one-on-one with individuals to create tax and financial strategies that fit their personal needs and lifestyles.  As the founder of a small firm, he takes the time to understand his clients and to listen to their situations, working with their best interest in mind.   Before starting his own CPA firm in 1975, James obtained a variety of experience that still benefits his clients today.  He worked on the staff of a national CPA firm in Chicago and San Francisco, becoming familiar with large corporate business, and a regional CPA firm in San Francisco, where he developed his personalized, full-service approach to client’s needs.  As a controller for a large international company headquartered in San Francisco and a financial analyst for a sugar company in the city, he saw firsthand the issues faced by today’s business leaders.   Not only a Certified Public Accountant, James holds a Masters in Business Administration (MBA) from New York University.  He is an active member of the California Society of CPAs.

Responsiveness

Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.

Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.

Quality

An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves.

Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything else from ourselves and this is what we deliver to you.

We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

 
505 Sansome Street; Suite 1925
San Francisco, CA  94111-3150
Phone: 800-454-6230