Photo of James Levinson
James Levinson
Managing Director
CPA
james.levinson@mossadams.com
(858) 795-1646
My Profile

Industry Expertise

Communications & Media E-Commerce Life Sciences Manufacturing & Consumer Products Technology

Practice Focus

Indirect Tax M&A Tax Tax Controversy & Dispute Resolution

Biography

James has practiced public accounting since 1999.  He specializes in indirect taxes with an emphasis on multistate sales and use tax, excise tax and other transactional taxes.

With more than 35 years of combined experience as a Big Four partner and a high-level tax agency official, James has developed a proven approach for resolving challenging tax issues.

James’s experience spans a broad range of industries including technology, entertainment, technology, cloud computing, e-commerce, retail, life sciences, manufacturing, banking, and many others.

His services include, but are not limited to, tax planning, nexus and taxability reviews, controversy, audit defense, refund reviews and reverse audits, M&A, and ASC 450 reviews.

Selected Speaking Engagements

  • 2020 Wrap-Up - New Legislation for 2021
    (CalTax Foundation Webinar Series, December 2020)
  • Is My Software Exempt? An Update on the Sales and Use Tax Exemption for Technology Transfer Agreements
    (California Tax Policy Conference, November 2017)

Education

  • BS, business administration (accounting), San Diego State University

Insights from James Levinson

Alert
Start Collecting New Illinois Sales and Use Taxes Now
Effective January 1, 2025, lessors of tangible personal property excluding certain vehicles and vessels must collect sales and use tax on leases.
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Suspension of Sales Tax Bad Debt Deduction for Retail Affiliates and Lenders
California Senate Bill 167 brings changes to bad debt deductions that could impact retail affiliates and lenders. Learn more.
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Alert
California Case Serves as Reminder for Physical Presence Nexus
California Court of Appeals rules on when sales and use tax can make marketplace retailers liable for uncollected sales tax.
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