Consulting CPA
Education
- The University of Texas at Austin, Austin, TX
B.B.A. in Accounting
M.B.A. in Accounting
Licensure
- Licensed as a CPA in the state of Texas and a Lifetime Member of the TSCPA
Awards
- FIVE STAR Wealth Manager SM for 2011, 2012, and 2013
Additional Information
As a CPA and financial consultant, Jim’s career spans over 40 years. He has testified as an expert witness for the Federal Deposit Insurance Corporation and Office of Thrift Supervision. He has industry-specific knowledge of financial institutions and healthcare providers. He has advised closely-held businesses; corporations, partnerships, and individuals on tax planning and tax compliance.