17
Years
Total Experience
REDW Financial Advisors & CPAsFinancial advising, accounting, tax, valuation, and wealth management
James A. Ortiz
Principal, State and Local Tax
9
Years
With REDW
Specializing In:
- Multi-State Sales & Use Tax
- Multi-State Income/Franchise Tax
- NM Gross Receipts Tax
Education:
Master of Science in Accountancy from the University of Phoenix
Bachelor of Business Administration from the University of New Mexico
Meet James
With extensive experience with New Mexico gross receipts tax and compensating tax, James helps clients with New Mexico tax issues, as well, from managed audits and audit representation to refund requests, letter rulings, tax incentives, and nexus determinations.
Professional Qualifications and Memberships
James is actively involved as a Business Advisor at New Mexico State University’s Arrowhead Business Center and for the Santa Fe Business Incubator. He also currently chairs the New Mexico Society of CPAs’ Tax Committee.
Awards and Recognition
James received Albuquerque Business First’s annual “40 Under Forty” award for 2017, an honor that recognizes top, young professionals throughout New Mexico who excel in terms of their professional achievement, demonstrated leadership, and community involvement.
