James S. Bone, CPA, MBA
Jim provides property tax, accounting,
and consulting services to California businesses and
individuals as the Director of State and Local Taxes for
the Newport Beach, California, CPA firm of Squar, Milner, Reehl & Williamson CPA's and
Property Tax: Jim was appointed to the
Assessment Appeals Board in Orange County in 1977,
just after California's voters approved Proposition 13.
Over the next 13 years, Jim was a leader in the
implementation of the new law as thousands of cases came
before the Board. Since 1990, he
has provided property tax consulting services to clients
in Southern California, focusing on complex, technical
issues. Beginning in mid-1996, Jim has been actively
involved in the California Board of Equalization's
revisions of its Assessors Handbook series. The first of
four books he worked on, AH 501 Basic Appraisal
was adopted by the BOE in October, 1997; the others, Advanced
Appraisal of Real Estate, Advanced Appraisal and
Assessment of Business Equipment and Personal Property,
and Assessment Appeals were adopted during 1998.
Author on Property Tax Matters: Jim is the
author of the California Property Tax Handbook, a
compilation of property tax law and guidelines by
subject, which was published in 1991. A new book for
property owners and their advisors, Property Tax
California Style is in its final editing stages and
is due out in June, 2000. In addition, Jim has
written a number of articles on property taxation, and
was the property tax editor for Speidell's California Tax
Accounting: James Bone & Associates,
provided accounting, income tax, and
general consulting services to small businesses and
individuals in Southern California from 1976 to 1999. In 1999, Jim joined Squar, Milner, Reehl & Williamson,
and provides income tax and consulting services in their
Newport Beach offices. Prior to founding James Bone &
Associates Jim served in controllership positions with
Health Industries and The Handyman Stores, and as a staff
accountant with Peat, Marwick, Mitchell &anp; Co.
(now KPMG Peat).
Education: After growing up in the Point Loma
area of San Diego,
Jim attended Oregon State
University and graduated from San Diego State University
with a B.S. in accounting. While working at The Handyman
Stores, he attended US
International University and received an MBA in
finance. Recent courses in geology occasionally help with
appraisals, but mostly help with Jim's interest in plate
Personal: Jim lives in Mission Viejo,
California. Jim was a professional drummer for a number of years,
and he still has his vintage бо60's Gretsch drum
kit. He recently refurbished the kit and added modern cymbals. Even though the last
professional job was many years ago, Jim occasionally plays with local bands.
Jim enjoys his three daughters, Cristy,
Katie, and Suzi, and two grandsons, Gabriel and Tyler,
both three years old.
After years of watching daughter Suzi in club soccer through
State and Regional successes, Jim became a U.S.S.F.
referree at youth and adult levels until knee problems
forced retirement. Geology, especially the tectonic
history of Southern California, replaced ref'ing
until recently. Jim occasionally participates in earthquake
awareness programs as a USGS
Volunteer for the Pasadena office.