STAFF
Jim has been providing Accounting and Tax services in the Public Accounting and Private Industry since early 1980. He served for over 7 years as Senior Tax Accountant and Manager for a local CPA firm prior to forming his own accounting and tax practice.
VALUES
We take the time to learn our client goals and objectives, as well as applying our specialized industry knowledge to help our clients achieve success.
PROFESSIONALISM
By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
RESPONSIVENESS
Companies who choose our firm rely on competent advice, fast, and reliable service. We provide total financial services to individuals, large and small businesses and other agencies.
QUALITY
Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions.
More About Jimmy D
Professional Affiliations:
Certified Public Accountant April 1983
Member of American Institute of Certified Public Accountants
Member of Colorado Society of Certified Public Accountants
Member of National Association of Tax Professionals
Education:
BS in Accounting, National College of Business, Rapid City, SD, Feb.1980. Sum Cum Laude
Experience:
Jimmy D has been active in the accounting and tax profession for over 30 years. Jimmy D’s experience in Public Accounting and Private Industries through his immersion in various professional positions such as Senior Tax Accountant, Tax accountant, Comptroller, Accounting Manager and Senior Accountant. Over the years he has been able to obtain extensive experience and a well balanced level of expertise in the areas of accounting and taxation that affect his client base. Everything we do at Anthem Bookkeeping and Tax Service is done with one goal in mind, to assist the business owner, their family and key personnel in achieving their business, personal goals and aspirations.
With over 31 years of experience he has the capacity and capability to handle most accounting and tax issues affecting small to medium-sized business.
Background:
Business Consulting
Financial Statement preparation and analysis
Tax Planning and Compliance
Financing Assistance and Loan Packaging
Cash Forecasting and Management
Business Processes and Efficiencies
Training Development
Internal Controls
Budgets and Forecasts
Payroll Processing and Employee Benefits Administration
Trust and Estate Accounting and Taxation.
Personal Information:
Married July 1977
Two grown sons Born 1981 and 1983
Lived in Colorado since 1980