James J. Sorenson, CPA
Principal, Advisory and Tax Services
Location
Vero Beach, FL
772.234.8484
Education
Long Island University CW Post
BS, accounting
SUNY Oswego
BS, business administration
Current Role
James’ primary focus is on serving high net-worth individuals and their closely held businesses. James manages client relationships in multiple industries and provides tax planning, compliance and consulting services in areas including partnerships, S-Corporations, trusts and estates as well as high net worth individuals. By getting to know his clients, their families, and the business, James can build personal relationships and anticipate what issues they may have before they have them.
Service Areas
- Individual tax
- Partnership tax
- S-Corporation tax
- Estate and trust consulting
Experience
James’ accounting career began in 2006. Prior to joining Rehmann, James worked for well-known firms located in New York City and Long Island. He has extensive experience providing accounting, tax planning and tax preparation services to individuals and private companies.
A Closer Look
- James is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants, and the Florida Institute of Certified Public Accountants.
- James also represents clients before the Internal Revenue Service (IRS) and various state taxing authorities.
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