James M. McMahon, CPA, joined the firm as a director in 2006. Jim earned his Bachelors of Science degree in Accountancy from the University of Illinois, graduating cum-laude in 1984. Jim spent eight years in Arthur Andersen’s Chicago Enterprise Group – closely held business practice and Personal Financial Planning practice. Jim moved to Charlotte in 1997, joining KPMG’s Personal Financial Planning practice. Prior to joining PFA, Jim was the Tax Managing Director for KPMG’s Private Client Services practice in the Carolinas.
Jim serves closely-held business and individual clients in both the U.S. and internationally. He is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants. Jim serves on the Cabinet of Professional Advisors at the Foundation for the Carolinas. Jim is married to his wife of 31 years, Diane, and they have five children.