“I am driven to help my clients achieve their goals; their satisfaction is my satisfaction. Delivering that, in my mind, is a function of personal attention to client issues, and good listening skills. My hope is that they develop a personal relationship with EFPR Group that goes beyond accessing traditional tax and accounting services.”

Jim is part of the Tax and Business Service department at EFPR Group.  He works with the management of privately owned businesses and not for profit organizations. Part of his services are traditional accounting and tax-related, and include advice on how to address day-to-day issues. But clients also appreciate Jim’s assistance with challenges including business acquisition, expansion, financing, or the sale of the company. He is skilled in conducting due diligence when considering potential acquisitions; structuring and negotiating terms of a transaction and helping clients streamline processes to improve operational efficiencies.

Education and Certifications

• Certified Public Accountant
• St. Bonaventure University, Accounting

Professional Affiliations

• American Institute of Certified Public Accountants
• Association of Certified Fraud Examiners, Associate Member

Community Affiliations

• Secton Catholic School, Member of Secton Advisory Committee
• Boy Scout Troop 31, Committee Member and Treasurer
• Monroe County Catholic School Board, Former Board Member
• Volunteers of America of Western New York, Inc., Former Chairman, Treasurer, and Board Member
• DePaul Community Facilities, Inc., Former Chairman and Board Member
• Our Lady of Lourdes Church, Former Finance Committee Member of Parish, Former Member of Parish Council