James Barrett

James "Jim" Barrett, CPA/PFS, MST

TAX & BUSINESS PLANNING CONSULTANT

James Barrett is a Managing Partner of the accounting firm Meyers Brothers Kalicka, P.C. and serves as a consultant to the United Capital Western Massachusetts office. He is a Certified Public Accountant and Personal Financial Specialist with more than 24 years of professional experience. Jim provides a full range of financial planning services to individual and business clients, with a special emphasis on tax and business consulting and retirement planning.

Jim is currently a member of the National Association of Personal Financial Advisors. Prior to that, Jim was a Senior Tax Manager for KPMG, LLP.

Jim received his BSBA from Western New England College and a Master of Science in Taxation from Florida International University. He is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants. Jim also serves as Treasurer and member of the Executive Committee of the Massachusetts Chamber of Business & Industry.

When Jim’s not working, he enjoys fishing (both freshwater and saltwater) and spending time in the gym working on personal health/fitness goals.