Image of James J. Malczewski

James J. Malczewski

Partner, CPA
920 739 3358

Jim Malczewski, partner with Baker Tilly Virchow Krause, LLP, has been with the firm since 1984. He serves as the firm’s Great Wisconsin Regional Tax Leader. He specializes in consulting medium to large-sized privately held businesses and their owners in the manufacturing distribution industry. Jim has extensive experience in developing and implementing integrated tax savings and business improvement strategies.

Experience

  • Develops and implements tax saving strategies to assist businesses and their owners manage their tax cash flow
  • Works with senior management and business owners on the development of business strategy during all phases of their business life cycle, including start-up, growth, and exit
  • Designs strategic tax and business forms of ownership through use of limited liability companies, partnerships, and disregarded entities
  • Serves as the lead tax strategist on negotiating teams in multiple nine figure, multi-entity business sales transactions
  • Advises clients on all aspects of transactions, including structuring, tax attribute maximization, and post transactional planning
  • Represents clients before IRS and state taxing authorities at both audit and appellate levels
  • Coordinates with other specialists from within the firm to assist in addressing our clients’ particular needs

Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Wisconsin Institute of Certified Public Accountants (WICPA)
  • Presents seminars on a variety of income tax-related topics to various regional professional groups
  • Oshkosh Area Community Foundation Board
  • Oshkosh Community YMCA Board

Education

University of Wisconsin – Whitewater
Bachelor of Business Administration in Accounting