Meet James Mathes

Jim has more than thirty two years of public accounting experience. He provides accounting and tax services to closely held small and medium-sized businesses. He also does extensive consulting and tax planning for small business owners at the individual level. In addition to business and individual taxes, he also prepares gift and estate tax returns. As a CVA, Certified Valuation Analyst, Jim has over 20 years of experience in preparing business valuations, providing expert testimony in court cases and providing assistance in purchases and sales of businesses.


University of Wisconsin – Oshkosh, BBA, Accounting, Magna Cum Laude

Industry Involvement

AICPA – American Institute of Certified Public Accountants
WICPA – Wisconsin Institute of Certified Public Accountants
NACVA – National Association of Certified Valuators and Analysts
IMA – Institute of Management Accountants (Past President)

Community Involvement

Member of Board of Directors of the Wisconsin Timber Rattlers

Personal Interests

Jim enjoys following Wisconsin sports teams including the Packers, Badgers, Brewers and the Timber Rattlers.

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