Specializes in the areas of Income Tax Preparation, IRS Representation & Wealth Management.
Use [email protected] for any investment related questions.
Jim specializes in the areas of Income Tax Preparation and IRS Representation. He also practices in the areas of estate planning and small business consulting.
Jim currently lives in New City, NY along with his wife Randi, son Zack and dogs Cosmo (Havanese) and Nike (Mini-Poodle). His hobbies include traveling, all sports, reading James Patterson books, exercising and playing cards. Jim was raised in New York City (Bronx) and lived a few years in Westchester County before ultimately settling in Rockland County.
Jim is a member in good standing of the AICPA and the NYSSCPA. He is a Certified Public Accountant licensed to practice in the state of New York (and with mobility, Jim can assist clients in all 50 states). Jim is Rockland County's only Certified Tax Resolution Specialist (as recognized by the American Society of Tax Problem Solvers)!
Jim has an impressive amount of participation working with various non-profit organizations such as the JCC-Rockland, Clarkstown Soccer Club, American Cancer Society, New City Rotary, Meals-on-Wheels, Adopt-a-Soldier, Tibetan Home for Hope and various PTA’s. He is always more than willing to give back to the community.
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