As a founding member of our firm, Jim is a valued advisor to our clients, drawing on more than 30 years of experience in individual and corporate taxation, auditing and business advisory services. His primary areas of responsibility include consulting with clients and management of our personal, corporate, trust and estate income tax preparation services.
After earning his Bachelor of Arts degree from Clemson University in 1970, Jim had the opportunity to learn different facets of the accounting profession, taking on roles including Staff Accountant at a small local CPA firm, Vice President of Finance for a large electrical wholesale distributor, and Auditor for the Florida Department of Revenue.
In addition to his bachelor’s degree, Jim has also completed post-baccalaureate studies in tax and accounting and is a Certified Public Accountant.
Jim is involved with several charitable organizations including Coaches’ Honor, Beach United Methodist Church and Faithful Servant Missions. One of his favorite ways to relax is to head to the mountains in North Carolina to hike. He also enjoys walking and gardening.
Contact Jim: email@example.com
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June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help: