James Ortiz

James Ortiz

REDW CPAs | Business & Financial Advisors
Albuquerque, NM
Taxation - Business Corporate

James Ortiz is senior accountant with REDW CPAs | Business & Financial Advisors. He has more than 15 years of experience specializing exclusively in the State and Local Tax (SALT) arena, in both a public accounting role at REDW, and as a SALT specialist for an international clothing retailer. In that time, Mr. Ortiz has dealt with sales and use tax compliance for every state in the U.S. and Canada. Since joining REDW in 2014, he has been instrumental in growing the firm's SALT practice. Mr. Ortiz spent four years working with the New Mexico Taxation & Revenue Department in multiple divisions, including the Audit & Compliance Division; as well as assisting the department in the development of internal policies and procedures for auditing specialty refund claims. He also has experience preparing and providing audit defense for a variety of state and federal tax credit filings and unique property tax situations involving tribal entities and specialty exemptions. Mr. Ortiz earned his B.B.A. degree from the University of New Mexico and his M.S. degree in accountancy from the University of Phoenix.

James Ortiz's Courses

  • Financial Statement Analysis for Attorneys (Including  Use of AI and Experts)

    Accounting

    Credits Available
    Credit Status Total
    California MCLE Paralegal Approved 3 Total
    Alaska CLE Reciprocity 3 Total
    Alabama CLE Approved 3 Total
    Arkansas CLE Approved 3 Total
    Arizona CLE Approved 3 Total
    California CLE Approved 3 Total
    Colorado CLE Approved 4 Total
    Connecticut CLE Approved 3 Total
    Delaware CLE Approved 3 Total
    Florida CLE Approved 3.5 Total
    Georgia CLE Approved 3 Total
    Hawaii CLE Approved 3 Total
    Iowa CLE Upon Request 3 Total
    Idaho CLE Approved 3 Total
    Illinois CLE Approved 3 Total
    Indiana CLE Approved 3 Total
    Kansas CLE Approved 3.5 Total
    Kentucky CLE Approved 3 Total
    Louisiana CLE Approved 3 Total
    Maine CLE Approved 3 Total
    Minnesota CLE Approved 3 Total
    Missouri CLE Approved 3.6 Total
    Northern Mariana Islands CLE Approved 3 Total
    Mississippi CLE Approved 3 Total
    Montana CLE Approved 3 Total
    North Carolina CLE Approved 3 Total
    North Dakota CLE Approved 3 Total
    Nebraska CLE Approved 3 Total
    New Hampshire CLE Approved 3 Total
    New Jersey CLE Approved 3.6 Total
    New Mexico CLE Approved 3 Total
    Nevada CLE Approved 3 Total
    New York CLE Approved 3.5 Total
    Ohio CLE Approved 3 Total
    Oklahoma CLE Approved 3.5 Total
    Oregon CLE Approved 3 Total
    Pennsylvania CLE Approved 3 Total
    South Carolina CLE Approved 3 Total
    Tennessee CLE Approved 3 Total
    Texas CLE Approved 3 Total
    Utah CLE Approved 3 Total
    Virginia CLE Approved 3 Total
    Vermont CLE Approved 3 Total
    Washington CLE Approved 3 Total
    Wisconsin CLE Approved 3.5 Total
    West Virginia CLE Approved 3.6 Total
    Wyoming CLE Upon Request 3 Total
    Delaware Certified Paralegal Program Approved 3 Total
    Florida Registered Paralegal Approved 3 Total
    Indiana Paralegal CLE Approved 3 Total
    Montana CLE Credit for Paralegals Approved 3 Total
    New Mexico Paralegal Division, State Bar of Approved 3 Total
    Ohio Certified Paralegals Approved 3 Total
    NFPA Approved 0 Total
    Texas State Bar of Paralegal Division Approved 3 Total
    OnDemand
    3 Pennsylvania CLE