About lifeandtax.com

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At lifeandtax.com, I will bring years of helping clients through Life and Tax so you find clarity and peace in your decisions of how to move forward. My experience started in International Individual Tax with a Big 4 Accounting Firm helping clients navigate the challenges of working in a foreign country. I continued my growth as a small business and personal Tax professional that would have me talking clients through all life's mountaintops and valley's. I developed hundreds of "speaches" used to explain tax issues from what is deductible to complex tax schemes. While explaining Tax, the wide ranging Life situations always find their way into the conversation. These discussions of Life is where I strive to help bring peace and understanding of what is important to moving forward. 

After 24 years of helping clients through major Life challenges as well as the confusing and ever changing Tax laws and updates, Jim puts his knowledge and experience toward helping more people. Walking people through issues surrounding business, personal, trust, and estate challenges is his passion. He works every day to help clients gain peace through understanding.

To help sheppard you through Life & Tax. As a CPA, I strive to help you with the various trials of Life & the confusion of Tax.

In Life we deal with a lot of different situations. Sometimes we need someone to help navigate those trials. Please let me use my years of experience to help guide you through.

• Worried about life after the death of a partner? What needs to happen or help with what life looks like now?
• Wondering how to sell, restart, improve, or shut down a business?
• Just need good advice on whatever decision you have and no one to ask?
• Need a calming voice from outside your circumstances in a moment of chaos in your life?
• Want to talk about your tax situation and how to navigate or just need simple tax advice for any situation?

Give me a chance to be that guiding voice to help you through.