Member Details

Bachelor of Science Degree with Dual Major in Business Administration

    and Accounting – Black Hills State University, 1985

Silver Medal Award Winner in Arizona, November 1985 CPA Examination

Certified Public Accountant, Certificate issued 1986

Accredited in Business Valuation, Certificate Issued 1999

Accredited Senior Appraiser (Business Valuation), Certificate Issued 2000

Certified in Financial Forensics, Certificate Issued 2008

2002 - Present President

James R. Anderson, CPA, P.C.

Business Valuation & Litigation Support Services

1996 - 2002 Director

American Express Tax and Business Services Inc.

1985 - 1996 Principal

Gallant & Company, P.C.

Certified Public Accountants

• Certified Public Accountant with ABV and CFF accreditation

• American Society of Appraisers, Accredited Senior Appraiser 

(Business Valuation)

• American Institute of Certified Public Accountants

• Arizona Society of Certified Public Accountants

Valuation & Litigation Section Member

• American Bar Association (Associate Member)

Litigation Section Member

Family Law Section Member

• Maricopa County Bar Association (Affiliate Member)

      Estate Planning, Probate & Trust Section Member

      Family Law Section Member

      Litigation Section Member

• Central Arizona Estate Planning Council

• Paradise Valley Estate Planners Group

• State Bar of Arizona – Board of Legal Specialization

“Chapter 14 Valuation Rules Increase Estate Planning Potential” –

Awarded 1991/1992 ASCPA Excellence in Writing Award

Additionally, Mr. Anderson has given numerous educational speeches and presentations on valuation and litigation support topics to the Arizona Society of CPA’s, Maricopa County Bar Association, Phoenix Tax Workshop, law firms, accounting firms and professional associations.

Maricopa County Superior Court

 

Mr. Anderson has performed over 450 business or equity interest valuations or valuation consultations for clients in connection with the purchase or sale of businesses and for use in connection with buy-sell agreements, employee stock ownership plans and stock appreciation rights plans, marital dissolution, civil litigation, income tax and for estate/gift tax purposes.

Mr. Anderson has served as a testifying expert, consulting expert, court-appointed special master or project director for cases in connection with dissenting or oppressed stockholder, breach of fiduciary responsibility, marital dissolution, sexual harassment and wrongful termination actions.  Representative services provided include the following:

• Numerous marital dissolution cases involving detection and verification of community and separate assets or liabilities, calculation of economic income, valuation of closely held businesses or professional practices, and assisting legal counsels with structuring property division settlements and consulting regarding the income tax ramifications of property settlements.

• Numerous marital dissolution cases wherein jointly engaged (by both parties) to value closely held businesses or professional practices owned by the community.

• Numerous assignments assisting legal counsel with structuring buy-outs involving stockholder disputes or dissenting stockholders in professional practices.

• Valuation of outdoor advertising company before and after merger transaction in connection with dissenting stockholder case.

• Forensic accounting related to alleged breach of fiduciary responsibility by general partners involving real estate investment limited partnerships.

• Calculation of economic damages arising from wrongful termination resulting from sexual harassment in the workplace.

• Calculation of economic damages in connection with terminated distributorship agreements asserted as franchisee/franchisor relationship.

• Consulting expert in connection with financial damages relevant to alleged wrongful contract termination.

• Testifying expert regarding valuation of employee incentive stock options pertaining to legal malpractice defense.

Representative industries served in connection with litigation and valuation matters include:

Animated movie production

Appraisal firms

Asphalt repair/sealing

Auto parts salvage

Battery wholesaling

Beauty salons

Brick manufacturing

Building products manufacture/wholesale

Charter jet services

Christmas tree distribution

Commercial printing

Computer component manufacturing

Consumer electronics distribution

Crushed decorative rock wholesaling

Customs brokerage

Cutlery retailing

Dairy and meat packing

Decorative rock/landscaping

Dental practices

Distributorships

Dry cleaning/laundry

E-commerce companies

Electrical contractors

Electronic office equipment retailing

Electronics manufacturing/distributing

Family limited partnerships/limited liability companies

Financial products/services

Firearms components manufacturing

Floor covering retailing

Framing/art retailing

Hair care products distribution Homebuilding

Hotel/motel operators

HVAC design/build contractors

HVAC servicing/maintenance brokerage

Insurance agencies/brokerage

Law firms

Leather furniture manufacture/retail

Management companies

Medical practices

Medical testing laboratory

Mortgage brokerage/arbitrage

Motion picture exhibitors

Novelty/adult gift retailing

Office equipment distribution

Outdoor advertising

Plumbing

Pool builders

Printer cartridge reconditioning

Private schools

Professional sports merchandising

Property/casualty insurance agencies

Publishing

PVC/wire packaging products manufacturing

Real estate developers

Real estate limited partnerships

Real estate sales brokerage/agencies

Sanitary supplies distribution

Signage/vinyl lettering manufacturing

Software developer

Transportation services

Trucks/trailers dealer

Water drilling equipment wholesaling