James F. Eaton III, Cpa/Pfs

James F. Eaton, III, CPA/PFS, MBA has a comprehensive work experience in the field of tax and accounting. James F. is currently a Tax Director at SC&H Group, where they lead a team of tax specialists in providing tax planning and compliance services to clients. Prior to this role, James served as a Tax Principal at SC&H Group, specializing in business and individual tax, financial planning, M&A consulting, and entity structuring. James F. has a strong background in real estate, pass-through entities, and high-net worth families.

Before joining SC&H Group, James worked at KatzAbosch as a Tax Principal and Tax Manager. In these roles, they worked closely with clients' trusted advisers to help them achieve their individual and family goals, with a focus on tax-efficient inter-generational wealth transfer and philanthropic giving plans. James F. also specialized in small business and real estate taxation, assisting closely held business owners with multi-year tax planning and business succession plans. Prior to becoming a Tax Manager, James served as a Tax Supervisor at KatzAbosch, providing accounting services and high net worth tax planning.

At the start of their career, James worked as a Senior Tax Associate at CohnReznick LLP, where they provided accounting and tax services to clients, particularly in the areas of business advisory, tax planning, and compliance for closely-held businesses. James F. also worked with regional and national clients on complex commercial and residential real estate transactions.

Earlier in their career, James was a Senior Staff Accountant at Rathell & Bardwell C.P.A.'s, where they gained experience in various accounting functions.

Overall, James F. Eaton, III, CPA/PFS, MBA has a diverse and extensive background in tax and accounting, specializing in areas such as real estate, pass-through entities, high-net worth families, and business succession planning.

James F. Eaton, III, CPA/PFS, MBA completed their education in a chronological order. James F. obtained their High School Diploma from Manheim Township High School in 2002. Following this, they attended Fox School of Business at Temple University from 2002 to 2006, where they earned their Bachelor of Science (BS) degree in Accounting. Later, they pursued their Master of Business Administration (MBA) degree with a focus on Management from Salisbury University - Perdue School of Business. James F. successfully completed their MBA program in 2010.

In addition to their academic achievements, James F. Eaton, III, CPA/PFS, MBA has obtained several certifications. James F. became a Certified Public Accountant (CPA) through the Maryland Association of CPAs (MACPA) in November 2010. Furthermore, they acquired the CPA Personal Financial Specialist (PFS) certification through the American Institute of CPAs (AICPA) in September 2015.