LandmarkTax.com
Title
Landmark Tax - Tax and Financial Planning Services
Description
Jim received his Bachelor of Arts degree from the University of San Francisco in 1970 and his Master of Arts degree from Southern Illinois University in 1972. He earned his Licensed Tax Consultant designation in 1983, his Certified Financial Planner designation in 1990, his Accredited Business Accountant designation in 1993, and his Enrolled Agent designation in 1994. As an Enrolled Agent he is licensed to practice before the Internal Revenue Service. He is also a licensed independent insurance agent and a NASD registered representative for First Heartland Capital Inc., Member NASD and SIPC.
Jim established Landmark Tax & Financial Planning Services on Jan 3, 1983. He currently serves as President of our firm and as Designated Consultant for the tax practice. He also offers life and health insurance products from many excellent insurance companies and securities through his broker dealer, First Heartland Capital Inc., Member NASD and SIPC. He specializes in income tax planning, income tax return preparation, retirement planning, estate planning and financial planning for individuals, small businesses, and estates.
Claudia joined Landmark Tax & Financial Planning Services in 1989. Prior to joining our firm she had six years experience in the banking industry.
Contact
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