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James M. Carlson, CPA, CCIFP

James M. Carlson, CPA, CCIFP

Director

James Carlson is a Director at RMG. He provides a wide range of services to clients including accounting and assurance, tax and consulting services. He specializes in construction contractors in a variety of fields, as well as wholesale manufactures, working closely with them to achieve their current and future financial goals.

With over seven years of experience, James has helped his clients achieve their goals of financial reporting by optimizing the use of their accounting software, to deliver real time accurate reporting. He is part of a team of managers at the firm that handle aspects of his client's accounting and tax needs. Through the years he has assisted clients through their tax audits including Department of Labor and Sales & Use Tax with multiple taxing authorities.

Education

  • Bachelor of Arts, Business Administration, New England College

Professional Certificates

CPACCIFP

Professional Memberships

AICPANJCPACCIFP