Profiles

Randolph H. James, CPA, P.A.
randy@jamesandsurman.com

With over 35 years of tax and accounting experience, Randy has established himself as one of the premier CPA’s in Boca Raton. Randy attended University of Florida and graduated in 1976 with a Bachelors of Science degree in business administration. He became a CPA 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:

  • Member – American Institute of Certified Public Accountants
  • Member – Florida Institute of Certified Public Accountants
  • Member – Greater Boca Raton Estate Planning Council
  • Member – Downtown Boca Raton Rotary Club
  • Past President and Member – Atlantic Chapter Florida Institute of Certified Public Accountants

 

Justin R. Goldberg, CPA, P.A.
justin@jamesandsurman.com

With over 10 years of tax and accounting experience, Justin is quickly emerging as one of Boca Raton’s finest CPA. Justin graduated from Florida Atlantic University with a Bachelors of Science and Masters degrees’ in accounting in 2008 and 2009, respectively. Justin became a licensed CPA in January 2011 and has worked since in the firm. Under Randy’s mentorship, Justin established himself as an invaluable asset to the firm and earned his title of partner. Today, Justin is responsible for running the firm’s practice and operation.

Justin spends his free time with his family and friends and plays an occasional round of golf. He is a member of the Florida Institute of Certified Public Accountants.

 

Tony Morales, EA
tony@jamesandsurman.com

Tony joined James, Surman and Goldberg in early 2016. He graduated from Florida Atlantic University with a Bachelors of Art in Accounting and Master’s degree in Taxation on 2012 and 2015, respectively. Tony became a licensed Enrolled Agent in 2013 and actively attends continuing education courses. Tony continues to increase his responsibility within the firm and plays an integral role with the firm.

Tony spends his free time with family and friends and plays basketball occasionally on the weekends. Tony is currently studying for the Certified Public Accountant exams and hopes to become licensed by mid-2018.

 

Vanessa Saavedra
vanessa@jamesandsurman.com

Vanessa joined James, Surman and Goldberg late 2016. She graduated from Florida Atlantic University with a Bachelors of Art in Accounting on 2016. Vanessa plays an integral part in office management and is responsible for the day-to-day operations of the firm.

Vanessa spends her free time with family and friends and is an avid reader. Vanessa is currently studying for the Certified Public Accountant exams and hopes to become licensed by mid-2018.

 

Denise Makar
denise@jamesandsurman.com

Denise has been with James and Surman since 1993. Denise plays an integral part in office management and is responsible for the bookkeeping and payroll reporting for many of our business clients, as well as assisting some of our individual clients with bill paying and organizing their tax information. Denise has two daughters and enjoys traveling with her husband.

 

William J. (Jack) Surman, Jr., CPA
Retired

Jack attended Southern Illinois University and graduated with a Bachelors of Science degree in accounting. He became a licensed CPA in 1975 and went on to get his MBA from Florida Atlantic University in 1979. Jack began his career working at small and medium sized CPA firms before teaming up with Randy in 1988.  Jack has worked on complex tax issues with individuals, business, estates and trusts.

Jack has been happily married for over 40 years to his wife Betty, who recently retired after more than 25 years with the Florida Atlantic University Athletic Department. They attend many sporting events together and are thrilled on the direction the school has taken over the past few decades.

Jack is affiliated with many organizations including:

  • Member – American Institute of Certified Public Accountants
  • Member – Florida Institute of Certified Public Accountants
  • Member – Greater Boca Raton Estate Planning Council
  • Member – South Florida Depression Glass Club
  • Former Member, Board of Directors – Hospice by the Sea