Meet Your Team
About
James Crossley is the Tax Director for Capital Accounting & Tax. In this role, he prepares returns and leads staff with a goal of ensuring that high-quality tax services are provided to CIA clients and their families.
James holds a Master Degree of Accounting, a CPA License, and is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. James resides in the Atlanta area, overseeing all client tax compliance and client representation for tax issues.
Start with a no-pressure conversation about your goals, your questions, and what a plan built around your family could look like.
Capital Investment Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. For more information, including our Form ADV, please visit https://adviserinfo.sec.gov/firm/summary/158055.
A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
