James W.
For more than 15 years, Jimmy has helped individuals, small businesses, non for profit and corporations with tax service, tax planning, consulting, new business formation, IRS and state law, gig economy, retirement and investment compliance, As a member of the IRS enrolled agent program and NATP, Jim is committed to helping his clients achieve financial success
Reviews
David Anderson
Jim made the process easy and despite the Covid19 problem he still communicated with me via Email for needed info and clarification. He managed to take the pressure off me and made filling my return so much easier
Michael Balboni
Our tax prep was done in a professional and timely fashion with the trust / investment income including Bitcoin
Laurie a Duffy
I’m so happy to have a down to earth tax advisor with no ego to help me with tax planning