Jim Oliver
On November 1, 1981, Jim Oliver founded the CPA firm that has grown into Jim Oliver & Associates. Jim was determined to develop a company that would provide insightful professional financial services to individuals and businesses.
Areas of Service:
As the firm's chairman, Jim focuses his experience and talents on:
- Complex individual and business tax planning and compliance (including international, nonprofit, estates and trusts).
- Strategic business advisory services, which include CFO, merger and acquisition, entity selection, capital formation and business development and continuation services.
- Financial advisory services through the firm's affiliate, Financial Advisors for Life.
Business Related Activities:
Jim has actively contributed to his profession and the financial community through activities beyond the typical scope of most CPAs.
- As the local CBS television affiliate's morning show business expert for nearly ten years, he provided analysis, commentary and advice on breaking stories affecting viewers.
- As the "Money Man" regularly heard on three local radio stations, Jim has delivered commentary and perspective on various business and financial topics, often with a humorous twist.
- In 1993, Money magazine titled him "Top Tax Preparer".
- Numerous local and national newspapers, business journals and magazines (including Money, Forbes, Accounting today, Secure and Today's CPA) have profiled and quoted him.
- For three years, he served as technical editor Today's CPA, and provided his unique viewpoint commentary in his column "The Closing Entry".
- He has served as President, Treasurer and Secretary as well as chairing several committees for the San Antonio CPA chapter.
- He has served on the Board of Directors of the Texas Society of CPAs for over fifteen years and as a spokesperson on Society matters. He has also chaired nearly a dozen committees, including the Advanced Estate Planning Conference and the Relations with IRS.
Personal:
Jim actively participates in church, school and community activities. He has volunteered for Habitat for Humanity and San Antonio Food Bank projects. He chaired the Bexar County Child Welfare Board for two years, which led to the Bexar County Commissioners awarding him the "Hidalgo de San Antonio de Bejar". As part of his volunteer work, Jim worked a ten-day water project for a village in the Guatemalan jungles. His hobbies include landscaping, travel, reading and discovering new restaurants with his wife Tavia.
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