James Eaton, CPA/PFS, MBA

Principal

If your dreams don’t scare you, you’re not dreaming big enough – Ellen Johnson Sirleaf

James Eaton, CPA/PFS, MBA

James Eaton, a Principal on SC&H Group’s Tax team, has years of experience consulting clients on tax planning, annual compliance requirements, entity structuring, M&A consulting, and estate and trust planning.

With former regional and national experience, James has gained expertise and knowledge in the following industries:

  • Real Estate
  • Consulting
  • Business Planning
  • Professional Services
  • Technology

James works alongside clients’ internal accounting and finance staff as well as outside trusted advisors such as attorneys and investment advisors to develop comprehensive tax efficiency strategies. James provides services for clients including:

  • Planning and managing compliance for partnership and corporate tax returns in fields such as real estate, development, consulting, professional service, technology and other industries
  • Consulting and analysis of flow-through entity structuring and M&A activities
  • High net worth individual and family tax planning and compliance including business, individual, and foreign tax filings
  • Consulting with clients’ trusted advisors to develop tax efficient entity structuring, business continuity planning and inter-generational wealth transfer

Known throughout the Baltimore business community for public speaking on a variety of topics, James has spoken widely regarding Tax Reform, Year-end Tax Planning, the Affordable Care Act, and other topics.

James received his MBA at Salisbury University and his BBA in Accounting at Temple University.  He is a Certified Public Accountant (CPA), AICPA Personal Financial Planning Specialist (PFS), and Maryland Insurance Producer Licensee (life, health, credit, travel). Additionally, he is an active member of the AICPA and MACPA.

James has vast experience teaching as an adjunct professor at John Hopkins University and Towson University. This helped him develop qualities such as perseverance and diligence, that help him thrive in a customer – centered environment such as SC&H.

Outside of the office, James is the Treasurer of The Christ Lutheran Church Foundation in Baltimore, Maryland.  When James is not at work, he loves to read and has recently developed an interest in gardening.  If he handles that process like his interactions with clients, patient and nurturing, we know his garden will be a success!


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