James B. Wagoner, CPA

Partner, Director of Tax Services

Office: 317-260-4428

Practice Areas:

  • Tax Services
Education: Manchester University

It is refreshing to find a person that’s incredibly devoted to every aspect of their life, and James is one of those unique gems. Whether it is family, his job, or the community, James gives every ounce of effort he can muster. He’s a real asset to our organization, and has the talent and experience to improve the financial state of any company.

  • Background and Education
    • Born and raised in rural Rochester, Indiana
    • Graduated from Manchester University with a Bachelor of Science degree in Accounting and a Master of Accountancy degree
    • Joined the Firm as a staff accountant working in the tax area
  • Titles and Responsibilities
    • Partner and Director of the Tax Services
    • Director of the Professional Service Group
  • Outside the Office
    • Serves on the Family Owned Business Committee of CPA Associates International
    • Member of the American Institute of Certified Public Accountants
    • Member of Indiana CPA Society
    • Maintains Series 7 and 66 security licenses
    • Serves as a board member for Indiana Wildlife Federation
    • Serves on the Investment Committee for the Community Foundation of Boone County
    • Former President and Treasurer for Mental Health America of Greater Indianapolis (MHAGI)
    • Former treasurer for the Zionsville Youth Football League
    • Annual Team Leader for the Firm in the United Way Day of Caring
    • Facilitates book clubs and mentors staff