Meet Jim Banks - CPA, Partner

Jim Banks with family

Jim Banks with family


  • CPA, Partner
  • Specializes in retirement and estate consulting
  • Dynamic grandfather, father, and husband



Professional Experience

  • Individual, partnership, corporate, not-for-profit, and estate return preparation for over 40 years
  • 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

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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.