James Elliott

CPA, CGMA

Partner, Tax
Managing Partner – North Valley Region

Location: Santa Rosa

Services: Private Client Services

Industries: Consumer Business

James Elliott brings over two decades of public accounting experience to his role as a Partner at BPM. He specializes in supporting high-net-worth clients and businesses in the consumer and wine industries. His unique background and focused experience make him an invaluable asset to wine businesses of all sizes.

In his leadership role at BPM and his past work at a Big Four, he has collaborated with a diverse range of wine companies, from global top-10 producers to local sole proprietors. This broad exposure has given him a comprehensive understanding of the industry’s challenges and opportunities at every scale.

James knows and loves the North Bay. He is an alumnus of Sonoma State University and leads BPM’s Santa Rosa office. He believes in a more personalized, meaningful approach to client service, which he can take at BPM.

Some of his specialties include:

Tax compliance and consulting for wineries and vineyards
Business advisory services for entrepreneurial owner-managed businesses
High net worth individual tax planning
Ultra-high net worth multi-generational family wealth transfers
Estate planning and administration
Business acquisition analysis

James Elliott holds an active CPA license in California.

Interesting tidbit

James loves to spend his free time with his family traveling and visiting National Parks (Yosemite is his favorite).

Certifications

Certified Public Accountant
Chartered Global Management Accountant (CGMA)

Community

Member – American Institute of Certified Public Accountants (AICPA)
Member – California Society of Certified Public Accountants (CalCPA)
Trustee and Finance Chair – Sonoma Country Day School
Board of Directors, Treasurer – Santa Rosa United Soccer
Past Board Member – SSU Alumni Association

Education

BS/Business Administration – Sonoma State University

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