Jim’s experience covers audit and accounting, tax and consulting advisory services, making him a valued resource to his clients. In recent years, he has concentrated on serving manufacturing and distribution clients, with a specialty in the beverage industry. In addition, he continues to serve clients in other industries including technology, real estate and professional services. Jim has frequently consulted his clients on various matters including mergers and acquisitions, commercial financing, estate planning, research and development and other tax credits and more recently with matters related to coronavirus relief including Paycheck Protection Program loans, Employee Retention Credits and other available incentives.
Bachelor of Science in accounting
State University of New York at Albany