Jim oversees Hobe & Lucas’ accounting and audit practices. He also works in the accounting, tax and audit practices. In addition, he works with litigation support services, and performs due diligence for mergers and acquisitions. Jim offers specialized skills in auditing publicly held companies, governmental related entities and manufacturers. He is well-versed in financial statement presentation.
Education and Training
Bachelor of Science of Accountancy, Case Western Reserve University
Memberships
Community Service/Awards and Honors
Hobe & Lucas Certified Public Accountants, Inc. is a full-service accounting and business consulting firm dedicated to providing clients with exceptional value.
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Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based brokerage services are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Hobe & Lucas Certified Public Accountants, Inc.
Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Financial Professionals may only conduct business with residents of the states for which they are properly registered. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.
