Profile

Jim, a distinguished leader within the firm, heads the private client practice with an impressive track record of over 40 years of tax expertise. With industry proficiency in family offices, private clients, and real estate, Jim specializes in tax services. He holds a Bachelor of Business Administration in Accounting from Baylor University and maintains active affiliations with esteemed organizations like the Texas Society of CPAs, where he serves on the Board of Directors and has held the position of Past Chairman.