Jim has been a Financial Planner for over a decade, catering to both business and individual clients. As the Director of Small Business and Tax Services and co-founder of Ellis & Associates, CPA’s P.A., Jim is a valuable Financial Consultant for Synergy Financial. He believes that combining financial planning with tax planning is a winning strategy for clients and focuses his services in the areas of accounting, taxation, and financial planning.
Jim is a Certified Public Accountant (CPA) with extensive expertise in financial services for corporations, partnerships, limited liability companies, individuals, and business owners. He offers advice on implementing internal accounting controls, accounting procedures, tax planning and preparation, and representation before taxing authorities. Jim also provides personal tax consultation and financial planning to individuals and business owners.
Prior to founding his own practice in 1988, Jim held accounting positions at a national and a large Baltimore public accounting firm. He has been providing auditing, accounting, and taxation services since 1982. Jim and Anna Fink have been partners in Ellis & Associates since 1988.
Jim is married to Gerri, a Registered Nurse at The Johns Hopkins Hospital for over two decades, and they have two children, James and Nicole. As a lifelong Baltimore resident, Jim and his family currently reside in Kingsville, where he is an active member of St. Joseph’s Catholic Church and School. Jim enjoys watching and participating in his children’s many activities, including Tae Kwon Do and cheerleading competitions.
A graduate of Loyola College, Jim is a member of the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants. With his extensive experience and expertise, Jim is committed to providing the best financial advice and planning services to his clients.