Joe James

Joe is a Founding Principal of Coker James, where he works closely with business owners and officers to provide advice and guidance on achieving financial goals and outcomes. Additionally, Joe helps lead, manage, and set the direction for the firm. With over 45 years of experience in accounting, tax, financial planning, and management consulting as a Certified Public Accountant, Joe possesses in-depth knowledge and expertise in developing tax and financial strategies for business owners, their businesses, estates, trusts, and high-net-worth individuals. Additionally, he provides advice to privately owned, closely held companies on mergers, acquisitions, business development, and strategic corporate planning issues. Joe is a member of the American Institute of Certified Public Accountants (AICPA), the Georgia Society of Certified Public Accountants (GSCPA), and the Atlanta Estate Planning Council. He is a Personal Financial Specialist (PFSSM) credentialed by the AICPA, and a Chartered Global Management Accountant (CGMA) designated by the AICPA. Joe earned his Bachelor of Science in Management from the Georgia Institute of Technology.