James Snyder, CPA
Responsiveness that guides you toward your goals
Experience
Jim began his CPA career at YHB in 1989. He is experienced in providing income and estate planning services, business consulting, and estate and trust administration services to successful individuals in many professions, especially engineering, law, technology and real estate. He also provides strategic guidance and planning for clients involved in stock option transactions and wealth transfer. At YHB, Jim is the principal in charge of our IT systems, serves on the firm’s Retirement Plan Committee and is heavily involved in training staff.
Expertise
As an advisor to many prosperous families, Jim specializes in helping clients integrate tax planning with investment decision-making to achieve their financial objectives. He is particularly proficient in trust and estate administration and taxation, and in developing tax-saving asset protection and wealth transfer plans. In addition to advising clients about the financial aspects of estate planning and administration, Jim provides empathetic support for dealing with the family issues involved.
Approach
In serving clients, Jim above all looks for different ways to provide value. To this end, he takes a team approach characterized by a high level of communication and responsiveness, so if he personally is not available to answer questions or help with an issue, another member of our firm will be. Also, he employs ProfitCents software to analyze a client’s financial situation and identify areas where there are issues or opportunities for improvement. He then advises clients about steps they can take to more fully achieve their objectives.
Involvement and Memberships
- American Institute of Certified Public Accountants, Member
- Virginia Society of Certified Public Accountants, Member
- Loudoun County Salvation Army, Advisory Board Member
- Loudoun Small Business Development Center, Treasurer
- Leesburg Daybreak Rotary Club, Member
- Crossroads United Methodist Church, Member
Education
- B.S. degree in accounting from James Madison University
Other interests
- Spending time with his wife and two daughters
- Gardening, hiking and being outdoors
- Serving as a Youth Ministries Volunteer for his church
James Snyder, CPA
Responsiveness that guides you toward your goals
Experience
Jim began his CPA career at YHB in 1989. He is experienced in providing income and estate planning services, business consulting, and estate and trust administration services to successful individuals in many professions, especially engineering, law, technology and real estate. He also provides strategic guidance and planning for clients involved in stock option transactions and wealth transfer. At YHB, Jim is the principal in charge of our IT systems, serves on the firm’s Retirement Plan Committee and is heavily involved in training staff.
Expertise
As an advisor to many prosperous families, Jim specializes in helping clients integrate tax planning with investment decision-making to achieve their financial objectives. He is particularly proficient in trust and estate administration and taxation, and in developing tax-saving asset protection and wealth transfer plans. In addition to advising clients about the financial aspects of estate planning and administration, Jim provides empathetic support for dealing with the family issues involved.
Approach
In serving clients, Jim above all looks for different ways to provide value. To this end, he takes a team approach characterized by a high level of communication and responsiveness, so if he personally is not available to answer questions or help with an issue, another member of our firm will be. Also, he employs ProfitCents software to analyze a client’s financial situation and identify areas where there are issues or opportunities for improvement. He then advises clients about steps they can take to more fully achieve their objectives.
Involvement and Memberships
- American Institute of Certified Public Accountants, Member
- Virginia Society of Certified Public Accountants, Member
- Loudoun County Salvation Army, Advisory Board Member
- Loudoun Small Business Development Center, Treasurer
- Leesburg Daybreak Rotary Club, Member
- Crossroads United Methodist Church, Member
Education
- B.S. degree in accounting from James Madison University
Other interests
- Spending time with his wife and two daughters
- Gardening, hiking and being outdoors
- Serving as a Youth Ministries Volunteer for his church