We have been working with individuals and businesses in the Salem and surrounding area since 1990.
We are committed to giving you the individual attention you need to reach your goals.
Jim continually seeks to be the best educated advisor you could want. He received his accounting education at Linfield College in McMinnville, Oregon. He holds the designation of Certified Financial Planner ™. The education and testing to qualify for this credential is some of the toughest in the financial field. Of the individuals that sit for the qualifying exam, only around fifty percent (50%) pass. In addition, Jim is insurance licensed, has multiple securities licenses enabling him to conduct securities transaction for his clients.
In regards to Tax preparation, Jim became a Licensed Tax Consultant in Oregon in 1988. In 1992, He passed the Special Enrollment Examination given by the Internal Revenue Service and became an Enrolled Agent. His enrollment allows him to represent individual and business taxpayer’s at all administrative levels of the Internal Revenue Service.
Our office staff are dedicated professionals who are here to insure you get the assistance you need. In addition they work with Jim as a team to provide you the information, tools and services you need to accomplish your dreams.