Jim works closely with small-to-medium-sized businesses in the not-for-profit, hospitality, and commercial real estate industries. He provides services focusing on agreed-upon procedures (AUPs), audits, compilation, and tax planning consultation.
Jim likes to be proactive with his clients and prevent unnecessary surprises by providing tax planning in the fall of each year so that clients can establish retirement plans and make advantageous expenditures to reduce their tax liability.
Years of Experience
43
Education
University of Central Florida, Bachelor’s
Professional Credentials
Certified Public Accountant (CPA)
