Jim Wilhelm, CPA

Director

Jim Wilhelm, a founding Director of SC&H’s Tax team, has been with the firm since 2001. During his time with SC&H, he has led the tax practice, while advising clients on business issues, income tax, transactional tax planning, M&A tax due diligence, pass-through and international tax. Jim also served on SC&H’s executive committee for over a decade.   

With years of progressive experience dealing with Federal and State tax issues for businesses and individuals, Jim’s work has brought him in contact with numerous industries, including: 

  • Investment Funds 
  • Private Equity Funds 
  • Real Estate & Construction 
  • Manufacturing & Distribution 
  • Professional Services 

 Jim has broad, thorough knowledge and expertise across multiple business and individual income tax situations. In addition to guiding clients through mergers and acquisitions, ESOP implementations and tax due diligence engagements, he oversees many value-added tax projects. These include consulting with clients on issues such as succession and estate tax planning, employee benefits, and tactical tax planning. He also assists companies in analyzing their organizational structure to maximize tax benefits, streamline tax reporting where possible and provide better liability protection. 

Beginning his career with a regional firm, Jim gained a solid background in taxation and business consulting. His prior experience has proven to be invaluable to his clients as he sees himself as a business advisor who happens to know tax. 

He is a graduate of Towson University, where he earned a B.S. in Accounting, and is a Certified Public Accountant (CPA). He has been published in The Baltimore Sun, Baltimore Business Journal, The Daily Record, Barron’s, as well as WBAL radio, keeping readers and listeners apprised of current income tax regulations and strategies.  Jim was a frequent local and national author and speaker during the COVID era on income tax matters, PPP, ERC, EIDL and various other issues facing small and mid-sized businesses during 2020-2022.   

Jim is a member of the Maryland Association of Certified Public Accountants (MACPA), The American Institute of Certified Public Accountants (AICPA). Jim has twice been named SmartCPA in 2007 and 2010 by Smart CEO Magazine.  He has testified on several occasions during Maryland General Assembly sessions on various state tax matters and has been a member of the MACPA State Tax Committee for many years.   

He is on the board of the Hillendale Country Club and the Maryland Zoo in Baltimore. In addition to his board seat, he is also a member of the finance and executive committees for the Maryland Zoo. He has previously served on several boards, including the TowsonGlobal Incubator, the Hunt Valley Business Forum, the Fuel Fund of Maryland, and the Towson Association. Outside of the office Jim can be found on the golf course, walking/hiking on trails or spending time traveling with family and friends. 

Areas of Expertise

Tax

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Jim Wilhelm’s Insights

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