James Devereaux, CPA is a Tax Director in Sorren’s Petaluma office, where he advises families, closely held businesses, and trusts on complex tax planning, compliance, and long-term wealth strategies. He is passionate about helping clients maximize both their financial and tax objectives, serving as a trusted advisor through many of life’s most significant personal and business decisions. James combines technical tax expertise with a relationship-driven approach, helping clients navigate complexity while providing practical guidance tailored to their unique goals.
Throughout his career, James has focused on building and leading high-performing teams, mentoring professionals, and delivering exceptional client service through quality tax planning and compliance. His experience centers on serving private clients, including families, closely held businesses, and trusts, allowing him to develop strategies that preserve wealth, support business growth, and address multigenerational planning needs. James believes that effective tax advice begins with understanding each client’s broader financial picture and personal objectives, enabling him to provide proactive recommendations that extend well beyond annual tax filings. Clients value his collaborative style, thoughtful leadership, and commitment to helping them make confident financial decisions.
A California native, James grew up in Greenbrae and enjoys staying active through running and hockey. Outside of work, he is an avid fan of the San Francisco Giants, San Jose Sharks, San Francisco 49ers, and San Jose Earthquakes. He has traveled to Bora Bora, enjoys reading thrillers, and most people are surprised to learn that he can juggle. When he’s looking for his next adventure, base jumping remains high on his bucket list. James is also active in the Bay Area business community through his involvement with ProVisors and BNI in San Francisco.
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