About JSMH Consulting

Hi, I'm James Sean McGettigan, CPA, CFP, PFS, CGMA

the CPA who grows with you.

Let's connect on LinkedIn

Yup, I’m a real person. In a world full of robotic tax professionals, I pride myself on being able to offer something a little bit different: a genuine, human-centered partnership built for the long haul. It’s you, me and all the numbers.

While I bring the BIG expertise of national tax offices, serving clients for over 16 years, I do it with the energy and collaborative spirit needed to grow with you personally and with your business. I built my firm, JSMH Consulting, and my team around this very idea.

Our services

Estate & Structure

Structuring financial and legacy plans for compliance and wealth preservation.

Financial Planning

Comprehensive financial strategies integrating cash flow, investments, and future planning.

Tax Consulting & Compliance

Ensuring clients remain in good standing with seamless, up-to-date tax services.

Business Planning & Accounting

Strategic advice for entrepreneurs and businesses navigating growth and complexity.

JSMH Consulting was built to do more for you

We go beyond the numbers

At JSMH Consulting, my team and I are proactive with your financial needs. From deep estates to start-ups, and everything in between, we have decades of experience and knowledge to back up our strategies and results.

More than just taxes. We go the extra mile to help you spot chances for growth and build a solid financial future that lasts. Plus, we check all the boxes on compliance (and then some).
Level up your business. We’ll help you scale your operations smoothly by tackling your estate planning with you, every step of the way.
A stress-free experience. That whole complicated and confusing financial process? We handle it. We demystify and take the hassle out of it, so YOU can put your energies into running your business or just living your life knowing the future is secure.

All those letters behind my name mean I am certified as a...

& in plain speak that means:

CPA (Certified Public Accountant)

I know tax law, can handle complex tax situations correctly, and am held accountable by a state licensing board. In short: fewer IRS headaches for you!

CFP (Certified Financial Planner)

I am trained in everything from budgeting to retirement, investments, insurance, and estate planning, and must act in your best interest. In short: I can see and advise on your whole financial picture, not just your tax return

AEP (Accredited Estate Planner)

I have specialized expertise in wills, trusts, wealth transfer, and multigenerational planning. This is essential if you care about what happens to your money, business, or property after you’re gone. I can help minimize taxes when transferring wealth.

PFS (Personal Finance Specialist)

I have above and beyond expertise in financial planning knowledge. I went even further into personal finance topics like investments, retirement, estate planning, insurance, etc. It’s a combo of tax brain and full financial planning brain. This comes into play if/when your finances aren’t “simple”.

CGMA (Chartered Global Management Accountant)

I focus on business strategy, financial decision-making, and management accounting. For businesses and nonprofits, this is a huge plus. It means I can help with cash flow, profitability, budgeting, forecasting, and smarter financial decisions
Basically I’m not just “your tax person,” I’m your “help your business run better and make smarter money moves” person.

Publications & Presentations

Trust Overview & State Taxation of Trusts – 2019 Presentation
The Agile Career: The Intentional Pivot, The Power to Level Up and Live Well – 2019 Facilitation
Introduction to Estate Planning – 2019 Presentation
Retirement Asset & Investment Planning, Income and, Estate, Tax Considerations – 2019 Presentation
Collectively Serving our Country – IRS Commissioner Rettig’s Priorities – 2019 Publication
In Pursuit of Purpose, Saying Yes with Intention, Keeping FOMO In Check – 2018 Presentation
Flow-through, Passive Activity, At-Risk Basis Income Impacts – 2018 Presentation
Trust Document Review, Compliance and Application – 2018 Presentation
Creating Our Best Selves – 2018 Publication
Transcending Work-Life Balance into Living Well – 2018 Publication
In it for the Outcome – Not the Income – 2016 Publication

Awards

2020 CPA Practice Advisor 40 under 40 honoree
2019 AICPA Leadership Academy, Class 11, 1 of 36 nationally
2017 AICPA PFS Standing Ovation Award, 1 of 16 nationally
Personal Financial Specialist issued by AICPA – PFSTM
Certified Global Management Accountant issued by AICPA – CGMA