Meet Don James, CPA/PFS and Concierge Advisor

I have practiced as a CPA for over 40 years. After earning my B.A. in Business Administration from The Ohio State University, I spent most of my career as a partner at Kiplinger & Co., CPAs, working with closely-held business owners through formation, growth, acquisition, and exit. 

What I saw repeatedly was how much value got left on the table when clients made consequential decisions without the right guidance beforehand.

In the 1990s, after completing comprehensive financial planning training, I helped form a financial planning practice built around annual engagement agreements and comprehensive planning, not one-off compliance. Around that time, I joined the Nazrudin Project, a group of leading financial planners organized around one idea: financial planning should start with a client’s life goals, not product recommendations –  that the financial questions follow from the life questions, not the other way around. That perspective shaped how I have worked with clients ever since. 

I hold the CPA/PFS designation — the AICPA’s Personal Financial Specialist credential — which reflects advanced competency in financial planning as applied within a CPA practice. This credential informs how I approach every client engagement.

In 2025, after relocating from Ohio to Colorado to be closer to family, I founded DJ Tax Solutions, LLC, a fully remote, concierge CPA practice built to provide availability before the consequential decisions, not just after them.

DJ Tax Solutions, LLC is a fully remote, concierge CPA practice serving business owners, high-net-worth families, and individuals navigating major financial transitions.
The remote model is intentional. After decades of in-person practice, I’ve found that the substance of advisory work happens in conversations, not in physical proximity. DJ Tax Solutions, LLC serves clients throughout the United States and in select international jurisdictions, including clients in Europe, Asia, and the Middle East.