Jim leads the firm’s assurance department and is known for his engaged & energetic business approach, with clients, team members and associates.
What is your area of focus?
I manage a portfolio of closely-held businesses and provide guidance on the tax, finance, operational and accounting issues that impact a clients’ bottom line. I am focused on utilizing user-friendly communication tools and a hands-on client service approach. My goal is to help business owners navigate the strategic discussions needed to maximize profit and growth. In addition, I lead the firm’s State and Local Taxation Group (SALT), making sure the firm stays abreast of emerging SALT opportunities and issues.
How long have you been at Clayton & McKervey?
What is the favorite part about your job?
I enjoy providing my clients with strategic solution which generate tax savings, solve an operational issue or merely provide “peace of mind”.
Contact Jim to see how we can help you.