Snapshot

  • CPA, Principal

  • Over 45 years experience in all aspects of accounting

  • Dynamic grandfather, father, and husband


Contact


Professional Experience

  • Individual, partnership, corporate, not-for-profit, estate, and trust return preparation

  • Adept at offering flexible paths to retirement and minimizing estate taxes

  • Fiscal advisor / officer for government agencies

  • Owner of multiple privately held companies

  • Client emphasis on manufacturing, auto dealers, medical, and farming sectors

  • Audit and assurance services to financial and not-for-profit industries

  • Business transaction structuring and managing family transitions of business and wealth ownership


Contact Jim:


Interested in meeting other members of our team? You can view all members of our Mansfield and Loudonville accounting team here.