James R.
For more than 30 years, Jim has helped individuals and small businesses with tax services, tax planning/consulting, new business formation, bookkeeping and payroll services. As a member of the American Institute of Certified Public Accountants (AICPA), Jim is committed to helping his clients achieve financial success.
Reviews
Watanyoo K.
I have been using Jim for the past few years as a Tax consultant/preparer. I find that Jim is knowledge in finance aspect and tax laws. Also having audit in his background I feel that I can trust him and value his integrity. He is detailed oriented and always provides me with any financial or tax guidance. And with any new regulations, it’s imperative to keep up with all the changes, so I rely on Jim as my professional advisor. He is always making himself available every time I need his expertise or advice. I would strongly recommend Jim to be your professional tax preparer.
Jennifer R.
For more than 5 years, Jim has prepared my corporate and personal tax returns. He always keeps me informed of any changes in the tax law and advises me to make sure we capitalize on every opportunity. He is a great communicator and an outstanding advisor. I highly recommend his services!
Eddie T.
I am a physician with complicated investment portfolio including stocks, personal and corporate retirement accounts, and rental properties. Thank God I found Jim in 2017. He helped prepare my returns and has saved me several thousands of dollars through tax refunds. Jim is always knowledgeable and up-to-date with all the yearly tax law changes and that helps me plan ahead to meet my financial goals. I highly recommend Jim without any reservations.