Jim has provided tax consulting, succession planning, and estate planning to a wide variety of clients in Texas during his 40 years in the profession. In addition, he is a Certified Valuation Analyst (CVA) providing valuation services for a wide array of applications. Jim’s clients include individuals and businesses in a variety of industries, including oil and gas, heavy equipment, trucking, and real estate.
Professional memberships include the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants, the Corpus Christi chapter of the Texas Society of Certified Public Accountants (TSCPA), and the National Association of Certified Valuators and Analysts (NACVA).
Certified Public Accountant (CPA)
Certified Valuation Analyst (CVA)
Texas A & I University, Bachelor’s
500 N Shoreline Blvd Suite 701 Corpus Christi, TX 78401