Snapshot

  • CPA, Principal
  • Over 45 years experience in all aspects of accounting
  • Dynamic grandfather, father, and husband

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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:

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