Firm Profile

We are committed to providing personal and quality attention to each client

James (Jim) F. Hundshamer has extensive tax and business consulting experience. In 1985, he branched out on his own in order to increase personal contact with his clients. He has been in Monrovia 26 years, but on June 30, 2011, in order to be closer to his family, he moved his office to Glendora, CA. Individual and Business Tax preparation and small business Consulting is his specialty. As you flow through this website, however, you will learn about the many more diversified services this firm has to offer. In the last few years, Jim has concentrated much of his efforts into Estate Planning. For more detailed information on this topic, please go to the info centers located within this site.

No matter what challenges our clients bring to us, we sincerely try to live by our mission statement:

"We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence." Simply stated...We are committed in providing professional and quality service, which, in turn, becomes an integral part of client success.

Professional Affiliations include: Cal Society of CPA's, AICPA and Glendora & Monrovia Chambers of Commerce. Jim presides over various Non-Profit Boards and has donated many volunteer hours and dollars to local San Gabriel Valley Charities.

1985 ~ Present: Self-employed Certified Public Accountant

Non-Profits/ Estate Planning & Living Trust Preparation/ Individual & Corporate Tax Preparation/ Bookkeeping, Payroll & Sales Tax/ Small Business Consultant

1991 ~ 1994: Baskin-Robbins Franchise Owner and Retailer

1980 ~ 1985: Martin, Werbelow and Co., Pasadena

Senior Accountant/ Audit and Non-Profit

EDUCATION:

1980: Accounting Degree, San Jose State University

1986: Certified Public Accountant

Present: Annual Continuing Education in Tax, Accounting, Technology and Management

RELATED EXPERIENCE:

Present: QuickBooks Consultant

Present: Exclusive Consultant for a private Foundation

Present: Trustee for Individual Estates

2010: La Verne's Jim Scranton Award Recipient, Volunteer of the Year Award

2007 ~ 2009: Board Member for Cal Phil Symphony, Pasadena

1995 ~ Present: California Society of Certified Public Accountants

1995 ~ Present: Chamber of Commerce Member

1988 ~ 1995: President of the Board of Directors, Foothill Vocational Workshop