Through intensive study, Jim has become an expert in working with IRAs and other retirement plans. In addition, Jim has taken the extra steps to become an Enrolled Agent, which means that he is enrolled to practice before the IRS. Adding to these specialties, Jim is an expert in working with ...more

Through intensive study, Jim has become an expert in working with IRAs and other retirement plans. In addition, Jim has taken the extra steps to become an Enrolled Agent, which means that he is enrolled to practice before the IRS. Adding to these specialties, Jim is an expert in working with individuals and couples to develop Social Security filing strategies. All of these services together provide Jim’s clients with a wealth of knowledge and experience as they work togetherless