James C. Kieckhafer
6201 Oak Canyon Drive
Irvine, CA 92618
James (Jim) Kieckhafer is the founding partner of Kieckhafer, Schiffer & Company.
Jim began his accounting career at Arthur Anderson LLP immediately following his graduation from Marquette University in 1982. Throughout the next ten years, he gained valuable experience in the delivery of high quality tax services as a member of two of the Firm's most specialized practice areas, the Southern California Real Estate Services Group, a group dedicated to meeting the tax needs of homebuilders and developers, and the Enterprise Group, which provided services to entrepreneurial ventures. In the years immediately preceding his departure, Jim also managed Arthur Anderson LLP's Irvine office's individual income tax practice.
Since forming KS&Co in 1991, Jim has focused on developing an organizational structure that optimizes the performance of each of the Firm's four service lines, creating streamlined and efficient work processes that meet and exceed the expectations its clients. As a result of the Firm's enhanced organizational design, KS&Co is able to provide customized solutions for clients in need of attest services, employee benefit plan audits, and mid-market and large corporation tax services.
Jim has over thirty years of experience providing business, tax, and audit expertise to clients in a variety of industries, including real estate, construction, distribution, healthcare, and service. His specialized fields of expertise include strategic and financial planning for closely held businesses, partnership taxation, private placements, acquisitions / dispositions, estate planning, and succession planning.
In addition to his licensure as a Certified Public Accountant, Jim is also a Registered Securities Broker (FINRA Series 7), Advisory Associate (FINRA Series 65), and Licensed Life Insurance Agent (State of California License #OC67846). Jim has received numerous awards and designations for services provided in his capacity both as the Branch Manager of KS Financial Advisors and as a trusted provider of complete tax and wealth management services; including the designation of Personal Financial Specialist, as determined by the AICPA. In addition, Jim has been awarded the Five Star Wealth Manager designation for five consecutive years, from 2008 to 2012. This award is presented annually to fewer than 7% of wealth management professionals in the provider's local market.
His dedication to high-quality customer service and the delivery of well-rounded business expertise has enabled Jim to create an organization that provides its clients with more than the traditional portfolio of tax and attest services. The Firm's focus on the delivery of a full-scope, business advisory solution has made KS&Co a sought after strategic partner within the mid-market segment.
Marquette University - Bachelor's degree, Accounting and Finance