James A. Dale, CPA ®
Jim is a Partner at Perlson LLP, where he specializes in business planning, state and local taxation at the individual and corporate level and currently oversees the Audit Department. He has extensive knowledge and experience in ERISA (employee benefit plan) audits and currently oversees the audits department. Since joining the firm in 1997, his clients include high net worth individuals, technology companies, and medical practices. Jim’s experience gives him the ability to build sound tax strategies and business plans for his clients. He works closely with business owners to develop their companies and translate complex tax and business advisory issues into actionable plans.
Jim is a member of the American Institute of Certified Public Accountants (AICPA®), the New York State Society of Certified Public Accountants (NYSSCPA®) and the Employee Benefit Plan Audit Quality Center (EBPAQC).
Carnegie Mellon University, B.S. in Mathematics
Hofstra University, M.B.A., Accounting
1. What about your job inspires you?
I'm inspired by my clients and their appreciation for what I do for them. Every day brings something new, and I'm always looking forward to the challenges they bring.
2. What are your hobbies and interests outside of work?
Genealogy - family history
3. How would you describe yourself in three words?
Scrupulous, Humorous, Loyal