A CPA with Full-Service Expertise

Serving clients in Colorado and nationwide

Serving clients in Colorado and nationwide.

Serving clients in Colorado and nationwide.

Certified Public
Accountant

State of Ohio
State of Colorado

Personal Financial Specialist (PFS)

American Institute of Certified Public Accountants

Member

American Institute of Certified Public Accountants

B.A., Business Administration

The Ohio State
University

Don James

An Accountant for Decisions Big and Small

Most CPAs meet you after the big events – the sale, the conversion, the estate distribution, the gift – prioritizing routine compliance over holistic advice.

For business owners and high-net-worth families, that difference can cost hundreds of thousands of dollars over a lifetime.

DJ Tax Solutions, LLC offers fully remote, concierge CPA services that help business owners and individuals make tax-smart financial decisions that support what they’re trying to build.

What My Clients Say

“Don has been doing my tax returns for over 25 years. During that time, I have lived in 4 different states with rental property in a 5th. Don has been and continues to be trusted partner. He is great to work with and technically very strong regarding the federal and state tax code no matter where you are located. He is professional, responsive and provides valuable input to my tax strategy and planning requirements.”

DJ Tax Solutions, LLC Advisory Services

Tax Planning & Preparation

Concierge Tax Advisory

Personal Financial Planning

Pre-Decision Consultation

Business Sale & Acquisition Planning

Trust, Estate & Fiduciary Services

See All Services
Coins scattered on a wooden stump

How to Get Started

1

Book a Call

We discuss your current situation, financial planning needs, and whether you’d benefit from concierge advisory or one-time services.

2

Choose Your Engagement Model

I offer both year-round advisory access and focused consultations on specific decisions, depending on your needs.

3

Ongoing Advisory for Better Outcomes

With sound advice before the big moves, you’ll feel confident about your financial decisions and keep more of what you’ve built.

DJ Tax Solutions, LLC Advisory Services

1

Introductory Consultation

We discuss your current situation, financial planning needs, and whether you’d benefit from concierge advisory or one-time services.

2

Choose Your Engagement Model

I offer both year-round advisory access and focused consultations on specific decisions, depending on your needs.

3

Ongoing Advisory for Better Outcomes

With sound advice before the big moves, you’ll feel confident about your financial decisions and keep more of what you’ve built.

About Don, CPA, PFS

I have practiced as a CPA for over 40 years, offering deep technical expertise in business sale and acquisition tax structuring, pre-decision M&A planning, trust structuring for wealth transfer and international tax compliance, business sale and acquisition tax structuring.

For most of my career, I was a partner at Kiplinger & Co., CPAs, where I worked extensively with closely-held business owners through the full life cycle of their companies. I founded DJ Tax Solutions, LLC in 2025 to serve clients with a fully remote practice model , relocating from Ohio to Colorado to be closer to family.

My approach to client work has always been advisory-first, helping clients understand the tax and planning implications of major decisions before they act. I work to integrate tax strategy with overall financial planning, so my clients can make informed decisions aligned with their values and long-term goals.

Who Don Works With

I take on a limited number of concierge clients each year to ensure the depth of
relationship the model requires.

I take on a limited number of concierge clients each year to ensure the depth of relationship the model requires.

My CPA clients typically include:

Closely held business owners

navigating growth, acquisition, succession, or exit

Individuals facing major transactions

business sales, large capital events, significant inheritance

High-net-worth families

with multi-generational wealth planning needs

Clients with international interests

like foreign business interests, cross-border income, and GILTI/PFIC situations.

Executives and professionals

managing equity compensation, deferred income, or complex multi-state situations

Families in transitions

including divorce, death of a spouse, and generational wealth transfer

Smarter Financial Decisions Start with a Call

Introductory consultations are complimentary and typically last 30–45 minutes. There’s no obligation and no intake form to fill out before we speak.

Book a Free Intro Call

Name:

Smarter Financial Decisions Start with a Call

Introductory consultations are complimentary and typically last 30–45 minutes. There’s no obligation and no intake form to fill out before we speak.

Book a Free Intro Call

Name:

CPA Tax Planning FAQs

No, DJ Tax Solutions is a fully remote practice and serves clients throughout the United States, as well as international clients with U.S. tax obligations.

Engagements are structured annually and fees vary depending on your needs. Concierge fees are set as an annual flat fee agreed in advance, based on the complexity of your situation. During your introductory consultation, we will discuss whether the scope of your situation fits the concierge model and what the engagement would look like.

Most CPA relationships are compliance-focused: you bring your documents at tax time and receive a return. DJ Tax Solutions is structured around ongoing advisory work. I’m available throughout the year for planning conversations, not just at filing time, so the consequential calls happen before the decisions are made.

I coordinate with your existing advisors as part of the engagement. One of the most valuable things an integrated CPA relationship provides is a single point of expertise that sits across the tax, legal, and financial dimensions of major decisions and communicates with your other professionals as needed.

Financial Education Matters

  • Financial Planning

    Build a Financial Plan Around Your Life Goals

    Don James of DJ Tax Solutions explains how personal goal setting, vision planning, and financial planning work together to help you build a more purposeful and financially successful future.

    Read More
  • Estate Planning, Inheritance

    No Will? You May Want to Think Again

    Don James of DJ Tax Solutions explains what happens if you die without a will and how proper estate planning helps protect your family and legacy.

    Read More
  • Business Financial Planning

    Developing Purpose, Vision, and Values for Long-Term Business Success

    Don James of DJ Tax Solutions explains how defining your business purpose, vision, and core values can strengthen strategic planning, improve decision-making, and support long-term success.

    Read More