Jim Hess
CPA, Managing Principal and Shareholder

Jim works with business owners to assist them in making their businesses successful. He advises them on tax, financial and business issues that affect their business and personal lives. Jim’s areas of expertise are: Business and Individual Tax, Succession and Estate Planning, Management Advisory Services, Strategic Planning and helping businesses with transition planning. Jim co-founded the firm in 1983.

Extension: #218

Certifications

• Certified Public Accountant

Professional & Civic Associations

• Ohio Society of Certified Public Accountants
• American Institute of Certified Public Accountants
• Ashland County Community Foundation- Chairman

Presentations

• Succession and Estate Planning
• Measuring What Really Matters
• Business and Individual Tax Planning

Education
B.S. in Accounting, Ohio Northern University, Ada, OH

Hobbies
Basketball, Racquetball, Travel

Personal
Married to wife, Margaret Ann, 2 grown sons, Timothy (wife Jennifer) & Mark.