James Lowe
Tax Specialist & Enrolled Agent
James has nearly 30 years of experience as an accountant preparing taxes for both individuals and businesses. Many investment and financial planning concepts have tax consequences. James acts as a consultant to Peerless Wealth’s lead advisor, Erik, to ensure proper understanding of the tax consequences that relate to financial and retirement planning so that Erik and his clients can make the best possible decisions. James also prepares income tax returns for many of Peerless Wealth’s clients. In his free time, James plays competitive softball and spends time with his wife and two kids. *Mr. Lowe acts as a consultant and preferred referral partner to Peerless Wealth LLC and is not a direct employee of Peerless Wealth, LLC.*
