James Bone & Associates, CPA's

Property Tax Consultants

James Bone & Associates provides property tax consulting services to California property owners and their advisors. Jim Bone is a CPA with over 30 years experience in California property tax issues, including 11 years on the Assessment Appeals Board in Orange County, California. In addition to working with property owners, James Bone & Associates works directly with other CPA firms, law firms, and property management organizations to provide support for their clients. In addition, the firm provides property tax resources on the Internet.

Professional Services and Technical Expertise

Property Valuation: Evaluate properties under California laws for assessment purposes, with special focus on the exclusion of non-assessable intangible and new-construction-related values, and compliance with specific valuation methodologies and rules.

Assessment Appeals: Assessment appeals services, including pre-filing analysis, preparation and filing of assessment appeals, case management prior to the hearing, and presentation of cases before assessment appeals boards.

Litigation Support: Specialized support for attorneys, CPA's, and others representing clients with California property tax issues. Telephone consultations on specific matters. Case management, appearances, participation in trial preparation and presentation.

Expert witness: Testify on technical property tax issues including intangibles, new construction, valuation methodology, accounting issues related to property taxation.

Property Tax Department: Service to CPA firms as their property tax department. Support clients as a consultant of the CPA firm. Technical support, appeals management, assistance with 571 issues, business property audits. In-house conferences and training. Discounted client fees are billed to the firm.

Dispute Resolution: Jim provides mediation/arbitration services for businesses and individuals. He uses his 11 years experience as an administrative law judge, and additional training and experience in arbitration and mediation, to help businesses and individuals resolve disputes without resorting to the courts. Jim is a member of the American Arbitration Association panel of arbitrators, and is qualified as a mediator in California.

Professional Affiliations:

Institute of Property Taxation

Orange County Taxpayers' Association

American Institute of Certified Public Accountants

California Society of Certified Public Accountants

Business Address, Telephone, E- Mail:

James Bone & Associates
23832 Rockfield, Suite 185 Lake Forest, California 92630

(714) 458-5895 fax (714) 458-1037 E-Mail jimbone@speed.net

Home News Laws Calendar Mail
Home News Tax Laws Calendar Assessors

For more information, send mail to  Jim Bone, CPA

This document was created on June 23, 1996 with the assistance of
WordPerfect7 for Windows95 and Netscape 3.02 Gold. The last update was on July 8, 1997