< Back To Search Results

James R. Summers, CFP®, CPA

Tax Partner
Orange County, CA

Jim Summers is a Tax Partner for Ronald Blue & Co. CPAs and Consultants, LLP in Orange County, California.

 

As a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNERTM (CFP®) certificant, and a Certified Kingdom Advisor (CKA®), Jim provides tax, accounting, financial planning and consultation services to individuals, closely-held corporations and partnerships, fiduciaries (trusts), and estates.  He is a member of the American Institute of CPAs and the California Society of CPAs.

 

In addition to his CPA designation, Jim earned his BS in Business Administration and Accounting from California Polytechnic State University, San Luis Obispo. 

 

Jim began his career with Deloitte Haskins & Sells, and later, managed his father’s CPA practice before joining Ronald Blue & Co., LLC in 1996 as a financial advisor. Jim has expertise in advising owners of small-to-medium sized businesses with their income tax and estate tax planning issues.  He also provides family office services to high-net worth individuals, helping them to manage their day-to-day finances as well as plan for the future.

 

Active in his community, Jim serves on the Finance Committee at his church and teaches financial stewardship principles. Jim is an Eagle Scout and continues as an active adult Boy Scout leader.  He loves the outdoors, hiking, and backpacking.

 

Jim and his wife, Sylvia, live in Yorba Linda, California with their son and daughter.

Top