James W. Balthaser CPA
Jim began his public accounting career in March 1980, was a stockholder in a former firm for sixteen years, and joined RLH in 2001 as a Partner. Helping individuals and businesses achieve their financial goals, minimize their tax burdens, and develop other goals pertinent to their lives is Jim’s passion. During his career, he has primarily focused his expertise on serving small to medium sized businesses and not-for-profit clients. Beyond traditional accounting and taxation services; he has consulted on business formation, entity selection, financial projections, and planning. Jim also serves individual clients, concentrating in tax and retirement planning, educational funding, and preparation services.
Jim has been an active community volunteer since 1982, serving in various officer positions as a member of the Board of Directors for numerous not-for-profit organizations. He ranks serving as Board Chair of Cross Keys Village - The Brethren Home Community, and as President of the Rotary Club of Hanover, PA (2007-2008), as two of his most rewarding community volunteer experiences.
As a third generation graduate of The Pennsylvania State University, Jim has been actively involved in athletic booster clubs for some of the Olympic sports at The University. Jim and his wife, Wendy, consider State College, PA to be their second home and as a way to “pay it forward” for future students, having endowed various athletic scholarships and an academic scholarship in the Smeal College of Business. Because of Jim’s extensive volunteer experience, he has become a trusted advisor on accounting, bookkeeping, and tax compliance for many not-for-profit organizations and clearly lives by one of his favorite Arthur Ashe quotes, “From what we get, we can make a living. What we give; however, makes a life.”
Internally, Jim serves as the Firm’s Treasurer and manages its recruitment process, where he is actively involved in interviewing college students for internships and entry-level accounting positions. He is dedicated to selecting students who have a positive attitude, provide innovative ideas, seek to learn new skills, and want to experience an exciting work environment with other creative team members.
Certifications and Education
Professional Memberships and Community Involvement