We are committed to providing you with the best possible financial services possible. We use the latest technologies including top of the line tax software and can use e-file to get your tax refunds processed quickly and easily.

Jim is an enrolled agent and has been preparing taxes since 1995.

Jim began his career as a staff tax accountant with the Indiana CPA firm Dauby, O'Connor & Zaleski, LLC and then later moved to California with the CPA firm Carpenter, Petersen and Associates in Lake Forest, CA.  And is now the Controller for 4 companies that own and operate 25 Carl's Jr. restaurants.

Jim earned a Bachelor's degree from Indiana University Kelley School of Business, majoring in Business with a concentration in Accounting and Computer Information Systems.

Jim is active in a number of professional organizations including the California CPA Society the National Enrolled Agents Association and the California Society of Enrolled Agents.

Jim enjoys RVing, traveling, and scuba diving in his spare time.  

ABOUT US