JAMES F. MULLEN, IV, CPA

Shareholder, Tax

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Jim Mullen began his career with Ernst & Young in West Palm Beach, FL, in 1982. He joined Caler, Donten, Levine, Cohen, Porter & Veil, P.A. in 1990 and became a shareholder in 1994.

Jim has more than 25 years of public accounting experience in the area of taxation and serves clients in the areas of partnership, corporate, individual, and trust taxation. He also has extensive experience in state and local taxation.

Service Areas

  • Income Tax Planning and Compliance
  • Estate Planning and Compliance
  • Federal, State, and Local Tax Research
  • Retirement Planning
  • Representation before Federal and State Tax Authorities
  • Business Advising

Industries Served

  • Real Estate
  • Professional Services
  • Retail
  • Manufacturing
  • Restaurants

Professional and Civic Affiliations

  • American Institute of Certified Public Accountants
  • Florida Institute of Certified Public Accountants
  • Marinelife Center of Juno Beach, Board Member and Past Treasurer
  • Ballet Florida, Finance Committee

Education

  • University of Florida, Bachelor of Science and Masters in Accounting