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Jim’s public accounting career as a CPA has focused on client relationships while assisting clients to obtain their financial goals and grow their businesses for over 34 years. He has continuously worked to be an integral part of the client’s financial and advisory team so that clients could focus on the critical daily operating functions allowing them to excel within their particular company’s unique and specialized industry.
Jim’s primary focus is in the area of tax compliance where he has guided and assisted clients with their needs in federal and state taxes, estate/ trust planning and implementation, mergers and acquisitions, international taxation, IRC Sec 1031 tax free exchanges, entity restructuring and planning, real estate transactions and farming operations. He also assists clients with their financial investments and retirement planning.
His client base includes several entrepreneurs and mid-level businesses in addition to large corporations and partnerships. Jim consults with clients and works on returns for all entities including individuals, corporations, partnerships, trusts, estates and gifts issues. He has worked with clients in various industries including manufacturing, personal service, construction, oil and gas, product distribution, real estate development, title companies and several other industries.
Jim is a member of the Taxation and Financial Planning Divisions of the American Institute of Certified Public Accountants and a member of the Texas Society of CPAs/ Houston Chapter. Jim has been a member of organizations and served on several Boards of non-profit organizations within the Houston area.
Jim obtained his BBA in Accounting from the University of Houston in 1973 and spent 5 years in industry before entering public accounting in 1978. He was the founder and President of a local CPA firm, White Garrison & Hill, P.C. that, after 27 years of client service, merged its operations in December 2012 with Briggs and Veselka Co. In addition to being a licensed CPA, Jim holds Securities Licenses 7 and 63 and a General Lines Insurance license.