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James Bauccio

James Bauccio

CPA, Financial Advisor

A graduate of Robert Morris University, Jim is a CPA and an advisor who works closely with high net worth individuals and small to medium sized businesses. His services include, but are not limited to, management and financial advisory, tax planning and tax preparation for LLCs, S corporations, C corporations, partnerships, estates, trusts and individuals; and three levels of accounting reporting – reviews, compilations and audits. 

Jim is the owner of a certified public accounting firm and is a member of the American and Pennsylvania Institutes of Certified Public Accountants. His firm, James A. Bauccio, CPA & Associates, LLC, is a member of Peer Review for the AICPA Quality Review Program. In addition, Jim is licensed as a Registered Representative and an Investment Advisor Representative.  He has investment licenses - Series 7 (General Securities Representative) and 66 (Uniform Combined State Law Exam), including a life, health, annuity and disability license to be able to recommend a variety of investment and insurance solutions.

Jim has served as the Pleasant Hills Rotary President in 1996/1997 and was on their Board for over 15 years. He also has served several years on the Pennsylvania Institute of Certified Public Accountants Tax Committee.  When Jim is not working, he enjoys golfing, spectating professional sports, gardening and spending time with his grandson. 

Kestra Investment Services, LLC and its affiliates do not provide legal or tax advice and is not a Certified Public Accounting firm. Certain Representatives of Kestra Investment Services, LLC may be Certified Public Accountants and in their individual capacity provide accounting and tax services for which Kestra Investment Services, LLC is not responsible.