With over 25 years of experience, Jim has a robust background delivering tax compliance and consulting solutions to guide small-to-mid-sized companies towards growth, domestically and abroad.
Throughout his career, Jim has provided corporate and pass-through entities with tax consulting solutions during all stages of the business life cycle. He has significant experience designing specialized succession and exit plans that are complemented by ongoing tax deferral strategies for his clients. Jim leverages his deep technical knowledge in taxation to perform due diligence in buy- and sell-side arrangements for a diverse sector of industries.
Valuing strong client relationships, Jim is dedicated to advising his client on tax planning strategies that guide them towards achieving their long-term goals.
- Certified Public Account (CPA)
- Construction & Real Estate
- Health Care
- Logistics & Distribution
- Technology
- Professional Services
Helping clients grow their business and navigate major transactions never gets old. Most only do it once-I get to do it every day. Being part of that is the best part of what I do.
