Jim has extensive accounting, auditing, and tax experience, including not-for-profit corporations and trade associations, corporate and partnership taxation, real estate transactions, general business and personal tax planning and litigation support. He has over twenty years of public accounting and auditing experience. He is or has been a member of various audit and finance committees both locally and nationally, and is a frequent guest speaker before banking, insurance, and other financial entities and groups.
Jim was appointed by Governor Jeb Bush to the nine member Board of Accountancy for the State of Florida in September 2003. The board is charged with the oversight and regulation over Florida CPAs. His term expired on May 31, 2007.
Before forming his own firm in August 2002, Jim was an equity owner of a top 50 CPA firm in the United States.
EDUCATION:
Bachelor of Science, Accounting
Florida State University (FSU)
Tallahassee, Florida, 1985
PROFESSIONAL AFFILIATIONS:
Florida Institute of Certified Public Accountants (FICPA)
American Institute of Certified Public Accountants (AICPA)
FSU School of Accounting Business Advisory Board
FICPA Mobility Task Force Member
Past Chairman, Florida Board of Accountancy
Past Chairman, Florida Board of Accountancy Probable Cause
Past Chairman, Florida Board of Accountancy Budget Task Force
Florida Board of Accountancy Member 9/2003 - 5/2007
Past Regional Vice President - FICPA Region 1
Past Board Member - FICPA Executive Committee
Past Board Member - Seminole Boosters National Board of Directors
Past Board Member - American Heart Association, Leon
Past President - Governor's Club, Tallahassee, FL
Past President - FICPA Tallahassee Chapter
Past Member - FICPA Federal Taxation Committee
Past Member - FICPA Accounting Careers Committee
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