Professional Experience

Jim has more than 20 years of tax compliance and consulting for public and privately held companies. He worked half his career with a national accounting firm where he worked with small to midcap public companies and middle-market, privately held C- and S-corps. Jim also works closely with clients to handle all tax notices and compliance to provide an overall tax strategy. 

Areas of Expertise

  • ASC 740/SEC reporting
  • Corporate tax
  • Mergers and acquisitions
  • Strategic tax planning

Education & Certifications

  • University of Toledo, Bachelor of Business Administration, Accounting
  • Certified Public Accountant, Ohio

Professional Associations

  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants

Community Involvement

  • Dobama Theater, Treasurer
  • Cleveland Hearing and Speech Center Finance Committee, Past Treasurer
  • Plumbers Local 55 Credit Union, Supervisory Audit Committee, Past Chairman

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