With over 35 years of tax and accounting experience, Randy has established himself as one of the premier CPAs in Boca Raton. Randy attended University of Florida and graduated in 1976 with a Bachelor’s of Science degree in business administration. He became a Certified Public Accountant in 1979 and worked for several small and mid-size CPA firms. He there found his niche in estate and trust tax work and started his own practice in 1987. He and Jack created James & Surman in 1988, after having worked together at another local CPA firm for nine years.
Randy has an extensive background in complex tax issues with individuals, estates and trusts. He is an active participant in continuing education to keep informed on the changing tax laws. In addition to individuals, estates and trusts, his practice includes numerous business entities, as well as private foundations and charitable organizations.
Randy is affiliated with numerous organizations including: