James Wilkinson | Marcum LLP | Accountants and Advisors

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src="/wp-content/uploads/2025-TaxPlanningGuide-nav.jpg" />  </a> </div> <div class="card__body"> <div class="card__overview"> <p>Practical insights and detailed strategies for businesses and individuals to maximize tax efficiency in 2025.</p> </div> <div class="mt4"> <a class="button tiny" href="/tax-guide">READ NOW</a> </div> </div> </article> </div> <div class="column"> <h3 class="mega-menu__title">Thoughts of the Week</h3> <article class="card card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/thoughts-of-the-week/the-marcum-retrospective-part-6"> <div class="card__image"> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/totw-10182024-600x375.jpg" width="600" height="375" alt="The Marcum Retrospective – Part 6" title="The Marcum Retrospective – Part 6" /> </div> </div> <div class="card__body"> <div class="card__meta"> <span>October 18, 2024</span> </div> <h2 class="card__title">The Marcum Retrospective – Part 6</h2> <div class="card__overview"> <p>Thank you for allowing me to show up in your inbox every Friday morning and...</p> </div> </div> </a> </article> <a class="button tiny" href="/thoughts-of-the-week">View All</a> </div> </div> </div> </div> </div> </div>  </div> </div> </li> <li class="mega-drop"><a href="https://www.marcumllp.com/news-press-releases">News</a> <ul> <li><a href="https://www.marcumllp.com/news">As Seen In</a> </li> <li><a href="https://www.marcumllp.com/press-releases">Press Releases</a> </li> </ul> <div class="mega-menu"> <div class="row column">  <div class="mega-menu__row"> <div class="mega-menu__news"> <div class="mega-menu__news-left"> <h3 class="mega-menu__title">As Seen In</h3> <div class="news-grid"> <div class="news-grid__featured"> <article class="card card--no-box card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/news/sean-saari-money-matters-tv-gift-tax"> <div class="card__image"> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/Sean-Saari-1-600x375.jpg" width="600" height="375" alt="" /> </div> </div> <div class="card__body"> <div class="card__meta"> <span>September 13, 2024</span> </div> <h2 class="card__title">Advisory Partner Sean Saari joins Marcum Wealth’s Jim Butler to discuss gift tax for Money Matters TV</h2> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> </div> <div class="news-grid__addl"> <article class="card card--no-box card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/news/louis-biscotti-forbes-deals-and-discounts-as-depriceflation-hits-retailers"> <div class="card__body"> <div class="card__meta"> <span>September 10, 2024</span> </div> <h2 class="card__title">Food & Beverage Leader Louis Biscotti details deals and discounts as depriceflation hits retailers for 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href="https://www.marcumllp.com/press-releases/marcums-latest-manufacturing-survey-reveals-resilience-amidst-challenges-and-highlights-strategic-shifts"> <div class="card__image"> <div class="card__image-labels"> <span class="card__image-label">Industrial Products</span> </div> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/pressrelease-2024-manufacturing-survey-600x375.jpg" width="600" height="375" alt="" /> </div> </div> <div class="card__body"> <div class="card__meta"> <span>October 18, 2024</span> </div> <h2 class="card__title">Marcum’s Latest Manufacturing Survey Reveals Resilience Amidst Challenges and Highlights Strategic Shifts</h2> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> <div class="mt4"> <a class="button tiny" href="/press-releases">View All</a> </div> 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href="/ask-marcum" rel="nofollow">Contact Us</a> </div>   <button class="drawer-toggle reset" aria-label="Mobile Navigation"><span></span></button>  </div> </header> <div class="header-spacer"></div>   <div class="wrapper">  <main id="main" class="main" role="main" tabindex="-1">   <div class="detail detail--people">  <div class="page-header page-header--single page-header--default page-header--short page-header--centered page-header--light"> <div class="page-header__bg overlay--on" style="background-image:url('/wp-content/uploads/banner-people-teal.jpg')"></div> <div class="page-header__wrapper"> <div class="row row-site column"> <div class="page-header__body"> <div class="page-header__caption"> <h1 class="page-header__headline">James D. Wilkinson</h1> <h2 class="page-header__subheadline">CPA*, CITP</h2> <span class="people-licenses">*Licensed by the State of Rhode Island & Commonwealth of Massachusetts</span> </div> </div> </div> </div> </div>   <div class="breadcrumbs"><div class="row row-site column"><ol itemscope itemtype="https://schema.org/BreadcrumbList"><li itemprop="itemListElement" itemscope itemtype="https://schema.org/ListItem"><a itemtype="https://schema.org/Thing" itemprop="item" href="/"><span class="icon-home"></span> <span class="breadcrumbs__label breadcrumbs__label--hidden" itemprop="name">Home</span></a><meta itemprop="position" content="1" /></li><li itemprop="itemListElement" itemscope itemtype="https://schema.org/ListItem"><a itemtype="https://schema.org/Thing" itemprop="item" href="/people"><span class="breadcrumbs__label" itemprop="name">People</span></a><meta itemprop="position" content="2" /></li><li itemprop="itemListElement" itemscope itemtype="https://schema.org/ListItem"><a itemtype="https://schema.org/Thing" itemprop="item" href="https://www.marcumllp.com/people/james-wilkinson"><span class="breadcrumbs__label" itemprop="name">James Wilkinson</span></a><meta itemprop="position" content="3" /></li></ol></div></div>   <section class="section pt10 pb10"> <div class="row row-site column"> <div class="people-detail"> <div class="people-detail__left">  <div class="people-header-card"> <div class="people-header-card__image" data-aos="fade-up-xsmall" data-aos-delay="100"> <img src="https://www.marcumllp.com/wp-content/uploads/James-Wilkinson.jpg" width="220" height="264" alt="James D. Wilkinson" title="James D. Wilkinson" /> </div> <div class="people-header-card__body" data-aos="fade-up-xsmall" data-aos-delay="200"> <div class="people-header-card__inner"> <div class="people-header-card__header"> <h3 class="people-header-card__title">New England Governmental Assurance Practice Leader</h3> <h4 class="people-header-card__division label">Assurance</h4> </div> <div class="people-header-card__meta-row clearfix"> <div class="people-header-card__meta-left"> <div class="people-header-card__meta-box"> <ul> <li><span class="icon-map-marker"></span> <a class="people-header-card__meta-text" href="https://www.marcumllp.com/offices/providence-ri"> 100 Westminster Street<br /> Suite 500<br /> Providence, RI 02903</a></li> </ul> </div> <div class="people-header-card__meta-box"> <ul> <li> <a class="people-header-card__meta-text" href="javascript:window.location.href=atob('bWFpbHRvOmphbWVzLndpbGtpbnNvbkBtYXJjdW1sbHAuY29tP3N1YmplY3Q9UXVlc3Rpb24gLSBNYXJjdW0gTExQIFdlYnNpdGU=')"> <span class="icon-mail"></span> Email James Wilkinson </a> </li> </ul> </div> </div> <div class="people-header-card__meta-right"> <div class="people-header-card__meta-box"> <ul> <li><span class="icon-phone"></span> <a class="people-header-card__meta-text" href="tel:4016004709">401.600.4709</a></li> <li><span class="icon-contact-card"></span> <a class="people-header-card__meta-text" href="https://www.marcumllp.com/wp-content/uploads/James-Wilkinson.vcf" download="https://www.marcumllp.com/wp-content/uploads/James-Wilkinson.vcf" target="_blank">Download vCard</a></li> <li><span class="icon-linkedin"></span> <a class="people-header-card__meta-text" href="https://www.linkedin.com/pub/jim-wilkinson/1/abb/314" target="_blank">Connect on LinkedIn</a></li> </ul> </div> </div> </div> </div> </div> </div>   <div class="people-detail__body article body-bullets" data-aos="fade-in" data-aos-delay="100"> <h3>About James</h3> <span id="dpsp-post-content-markup" data-image-pin-it="false"></span><p>James D. Wilkinson is a partner in the Firm’s Providence, Rhode Island office.</p> <p>He has more than 35 years of public accounting experience providing audit, accounting services, and technology consulting to a wide array of clients and industries. Additionally, he advises clients in areas ranging from business process efficiencies, mergers and acquisitions, and implementation of new accounting pronouncements.</p> <p>James is passionate about leveraging technologies to solve business challenges and provides outsourced accounting services for growing, entrepreneurial businesses from start-ups to well-established operations. He strives to implement technologies to empower people and transform complex systems and business processes into efficient and productive suites of integrated applications. He enjoys the fast-paced and ever-changing technology environment and contributing to client successes.</p> <p>James is an active peer review team captain under the AICPA Peer Review program, and has conducted quality control reviews for a multitude of CPA firms across the country.</p> </div>   <div class="people-detail__body" data-aos="fade-in" data-aos-delay="100"> <div class="row"> <div class="medium-6 columns article body-bullets"> <h3>Professional & Civic Affiliations</h3> <ul class="disc"> <li>American Institute of Certified Public Accountants (AICPA)</li> <li>Rhode Island Society of Certified Public Accountants (RISCPA)</li> <li>Massachusetts Society of Certified Public Accountants (MSCPA)</li> <li>New England Peer Review, Inc., Member of Executive Committee (1995 – 2001; 2007 – 2013; 2024 to present) </li> </ul> <p> </p> </div> <div class="medium-6 columns article body-bullets"> <h3>Accreditations, Designations & Certifications</h3> <ul class="disc"> <li>Certified Information Technology Professional (AICPA)</li> <li>Xero Certified Advisor</li> <li>QuickBooks ProAdvisor</li> <li>Bill.com Certified Expert</li> </ul> </div> </div> </div>  </div> <div class="people-detail__right" data-aos="fade-left" data-aos-delay="100"> <div class="people-detail__sidebar"> <div class="people-detail__sidebar-module"> <h5>Practice Focus</h5> <p>Financial Statement Audits<br /> Compliance Audits<br /> Agreed-Upon Procedures <br /> Internal Control Assessments<br /> Accounting System Implementations<br /> Cloud Accounting</p> </div> <div class="people-detail__sidebar-module"> <h5>Industry Focus</h5> <p><a href="/industries/government">State and Local Governments</a> <br /> <a href="/industries/nonprofit-social-sector">Not-for-Profit Organizations</a> <br /> <a href="/services/assurance/employee-benefit-plans">ERISA Employee Benefit Plans</a> <br /> <a href="/industries/real-estate">Real Estate</a> <br /> Emerging Businesses/Start-Ups </p> </div> <div class="people-detail__sidebar-module"> <h5>Education</h5> <p>Bachelor of Science, Business Administration<br /> Bryant University</p> </div> </div>     </div> </div> </div> </div>   <section class="section section--off-white pt10 pb2"> <div class="card-carousel"> <div class="card-carousel__header" data-aos="fade-in"> <div class="row row-site column"> <h3 class="h1" data-aos="fade-right" data-aos-delay="200">Related Insights & News</h3> <div class="card-carousel__arows"> <button class="slick-prev slick-arrow" aria-label="Previous" type="button"><span class="icon-arrow-left-long"></span></button> <button class="slick-next slick-arrow" aria-label="Next" type="button"><span class="icon-arrow-right-long"></span></button> </div> </div> </div> <div class="card-carousel__slider" data-aos="fade-in" data-aos-delay="200"> <div class="js-card-carousel">  <div class="card-carousel__slides"> <div class="card-carousel__slides-block"> <article class="card card--has-button zoom-trigger"> <a 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– The Marcum Edition: First Quarter 2024" /> </div> </div> <div class="card__body matchme"> <div class="card__meta"> <span>May 1, 2024</span> </div> <h2 class="card__title">PAS Contractor Compensation Quarterly – The Marcum Edition: First Quarter 2024</h2> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> </div> </div>  </div> </div> </div> </section>    <section class="section section--off-white"> <div class="banner-card banner-card--right"> <div class="banner-card__inner"> <div class="banner-card__bg" style="background-image:url('https://www.marcumllp.com/wp-content/uploads/page-banner-card-ask-marcum.jpg')"> </div> <div class="banner-card__container"> <div class="row row-site column"> <div class="banner-card__body body-bullets"> <h3 class="h1">Have a Question? 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James Wilkinson | Marcum LLP | Accountants and Advisors