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.

How long have you been at Clayton & McKervey?

Since 1983

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.