Jim has been a financial services professional for more than 30 years. He specializes in taxation, business valuation, small business consulting, and helping connect technical service needs with client understanding. He operates from a simple core philosophy: asking the right questions is the way to uncover the most meaningful answers. This perspective is especially helpful for business owners who want a creative approach to finding tax planning strategies and financial options. Jim is a member of the American Institute of Certified Public Accountants (AICPA) and the Georgia Society of Certified Public Accountants (GSCPA).
Certified Public Accountant (CPA)
Accredited in Business Valuation (ABV)
Certified in Financial Forensics (CFF)
Kean College (now Kean University), Bachelor’s
4004 Summit Boulevard NE Ste 800 Atlanta, GA 30319