James B. McEvoy, CPA
280 North Bedford Road, Suite 300
Mt. Kisco, NY 10549
PO Box 714
Katonah, NY 10536-0714
Phone: 914.241.0460
Fax: 914.241.0474

"Your accountant should have the experience and expertise to help you improve your life and grow your business."

James B. McEvoy, CPA


Before trusting an accountant or financial advisor with some of the most important issues in your life, determine his/her background, experiences and qualifications.

Since 1978, I've been a Certified Public Accountant, specializing in income and estate tax planning for individuals, small businesses and families. I review wills, trust agreements and accountings for estates and trusts.

My experience includes:

  • Five years of tax management at KPMG Peat Marwick
  • Four years as Assistant Vice President in the Trust and Estate Division Tax Department at Bank of New York
  • Ten years as Vice President of the Estate Tax and Trust Accounting Department at Chase Manhattan Bank

When I opened my own accounting practice in 2001, I drew on this varied corporate experience. Working with many businesses and families, I help them map out financial objectives, preparing income tax returns and in-depth estate plans to enable smooth and successful business transitions.