James R. Dumler, CPA

Partner

James R. Dumler, CPA, is a partner at McClellan Davis and he has successfully represented hundreds of clients from a wide variety of industries.  He has personally been responsible for saving his clients millions of dollars by way of reductions to their business tax audit liabilities.  James has also filed claims for refund in multiple states, helping his clients recoup over $1,000,000 in overpaid taxes.       

James actively participates in the California Department of Tax and Fee Administration’s (CDTFA) rule making process on behalf of his clients and all California taxpayers.  He continues to author meaningful recommendations for changes to California’s regulations and policies to ensure taxpayers’ rights are protected.  His articles on sales and use tax have been published in industry specific, professional trade magazines and online forums.  James was also the lead research analyst for a multistate sales and use tax continuing education course for accounting/legal professionals published by a major national provider.   

James currently specializes in California and multi-state sales and use tax matters including, but not limited to the hospitality, medical, high-tech, ecommerce, cannabis and automobile industries.  James also established and manages McClellan Davis’ vehicle, vessel and aircraft exemption program.   

Prior to joining McClellan Davis, James worked in the hospitality industry as a general manager of a well-respected, publicly traded restaurant.  James owned/operated his own restaurant prior to joining McClellan Davis.  His experience as a business owner helps him relate to his clients, particularly in matters related to tax compliance.  This unique perspective helps him fully understand the challenges business owners face in dealing with, and successfully over coming, sales and use tax audits.

James graduated with honors with a Bachelor of Arts degree in Business Management with an emphasis in accounting, and has completed the CDTFA’s auditor training program.  He is a member of the California Society of Certified Public Accountants and holds an active CPA license (CA# 132576).