Management Team
Partner | Financial Planner | Tax Accountant
DIVORCE MEDIATION SERVICES TAX, CONSULTING & ACCOUNTING SERVICES TAX REDUCTION PLANNING TAX SERVICESABOUT JIM
As an active member of his community Jim as enjoyed working with a variety of charities over the years and is currently on the board for Trinity Counseling Services, Project Freedom and Diversity Discovered.
When he is not working, Jim enjoys spending time with his wife, Maya, and their two kids, Tommy and Bella and their dog Spike. He is a proud alumnus of Rutgers University, where he received both his undergraduate degree and his MBA, and, most importantly, met his wife.
A BRIEF HISTORY
A lifelong New Jerseyan, Jim began his career with Ernst & Young, LLP in Manhattan. While at Ernst & Young, Jim was part of the Entrepreneurial Services Department where he worked primarily with companies looking to launch initial public offerings (IPOs), companies that had just gone public and large privately- held companies.
Jim focuses most of his time at the firm on tax, business and financial planning, mediation support services, as well as special projects for our clients. In addition to being a CPA, he is a Registered Investment Advisor. His professional memberships include the American Institute of Certified Public Accountants, National Association of Tax Preparers, New Jersey Society of CPAs and the Princeton Chamber of Commerce.
LATEST REELS
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Jim is engaged, or continues to be engaged, to provide investment advisory services.
