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Directors

Our Team

James M. McMahon, CPA

jmcmahon@pestafinnie.com

James M. McMahon, CPA, joined the firm as a director in 2006. Jim earned his Bachelors of Science degree in Accountancy from the University of Illinois, graduating cum-laude in 1984. Jim spent eight years in Arthur Andersen's Chicago Enterprise Group - closely held business practice and Personal Financial Planning practice. Jim moved to Charlotte in 1997, joining KPMG's Personal Financial Planning practice. Prior to joining PFA, Jim was the Tax Managing Director for KPMG's Private Client Services practice in the Carolinas.

Jim serves closely-held business and individual clients in both the U.S. and internationally. He is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants. Jim serves on the Cabinet of Professional Advisors at the Foundation for the Carolinas. Jim is married to his wife of 31 years, Diane, and they have five children.

NC CPA License #26545

Julia Paxton, CPA

jpaxton@pestafinnie.com

Julia M. Paxton, CPA earned her Bachelor of Science degree with a major in Accounting from Virginia Tech in 1996, graduating Magna Cum Laude. Julia joined the firm in 2006. Prior to joining PFA, Julia was a senior tax manager at Deloitte’s Charlotte office. Julia spent three years with Arthur Andersen and five years with Deloitte in Washington, DC and Charlotte specializing in real estate.

Julia enjoys working with clients in various industries. Her primary focus continues to be in the real estate industry working with clients in both commercial and residential real estate. In addition, she works with many high-net worth individuals. She is a member of the American Institute of Certified Public Accountants. Julia is married to Mike and has two college-aged children. Julia enjoys the outdoors and loves to hike.

NC CPA License #26608

Ian Schoenen, CPA, MST

ischoenen@pestafinnie.com

Ian has over 17 years of tax experience, specializing in a variety of industries including real estate, manufacturing, and professional services. He joined Pesta Finnie after working at RSM for twelve years servicing a wide array of clients with complex tax issues. His journey at RSM began in with their Manufacturing, Wholesaler & Distribution group in Chicago, before relocating to Northern Virginia where he broadened his experience to include real estate focused clients, before settling in Charlotte as his permanent residence. Ian has a diverse background of tax research planning and consulting, significant experience with pass-through entities, private equity owned and closely held businesses, M&A planning and restructuring planning. Ian is a member of the American Institute of Certified Public Accountants

Ian earned Bachelor's of Science in Accounting and Agribusiness Management from Pennsylvania State University, State College and a Masters of Taxation from Villanova University School of Law. Ian is married and has three young children. He is also active in the MS Society

NC CPA License #41735