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Earned Trust
Those words drive our team of professionals each day. Whether we’re handling the accounting system for a multi-million dollar company, designing a tax-saving estate plan or securing an elementary school teacher’s future retirement, we know that our clients stay with us when we earn their trust.
Our Team can handle your wide-ranging business, tax and personal financial needs. Getting to know you helps us recommend services that best fit your particular needs. So let’s talk soon. We would love the opportunity to work together to build a better financial future for you.
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Jim Oliver, CPA/PFS, CFP®On November 1, 1981, Jim Oliver founded the CPA firm that has grown into Jim Oliver & Associates PC. 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 financial service professionals.
As the local CBS television affiliate’s morning show business correspondent for nearly 10 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. 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 of Today’s CPA, and provided his unique viewpoint commentary in his column “The Closing Entry”.
His service to the San Antonio CPA society has included election as President, Treasurer and Secretary, chair of several committees, and current membership on the PAC committee. 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.
Jim is an active member of both the Financial Planning Association and the San Antonio Estate Planning Council.
Personal
Jim actively participates in church and community activities. 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 travel, reading and discovering new restaurants with his wife Tavia. He also serves as a discussion leader for Bible Study Fellowship and a subsitute leader in his church life group.
Education
Bachelors of Business Administration in Accounting, summa cum laude, from Baylor University.
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Frank Levandoski, CPA, CGMA
Frank joined Jim Oliver & Associates, PC in May 2008 as a Manager.
He brings to the Firm experience in Manufacturing, Construction, Wholesale
and Retail Distribution. Frank has both public and private experience in these
industries serving as Chief Financial Officer in industry positions and as an
outside consultant to these industries while in public practice.
Areas of Service
As a Manager, Frank focuses his experience and talents on:
• Individual and business tax planning and compliance.
• Strategic business advisory services, which include entity selection,
capital formation and business development, tax efficient business
strategies and operational consulting.
• Research related to client specific tax matters.
• Preparation of financial statements and assistance with banking
and vendor relations.
• Advisory services in establishing and improving accounting systems
and selection of related software.
• Certified as a Quickbooks ProAdvisor.
Business Related Activities
Frank is active in the local business community through activities
such as:
• Serving on the board of directors for local chambers of commerce
• Teaching financial literacy classes through the local CPA society chapter
for the SAMM shelter and Boy Scouts of America
• Preparing technical articles for local publication
• Presentations to local schools and business organizations
Personal
Frank grew up in South Texas and has resided in the San Antonio area for 16 years. He and his family enjoy water sports and camping. Frank and his son are very active with the local Boy Scout troop where Frank serves as an Assistant Scoutmaster.
Education
Bachelors of Business Administration in Accounting, from the University of Texas at San Antonio
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Ana Ball, CPA
Ana Ball started at Jim Oliver & Associates, PC in December 2002
as a full-time staff accountant.
Areas of Service
Ana’s current responsibilities include:
• Tax Preparation and planning for individuals, corporations, partnership,
and tax-exempt entities
• Compilation of Business and Personal Financial Statements
• Payroll Reporting
• Representation on client issues with IRS
• Franchise Tax Reporting
• Quickbooks Support Services
Business Related Activities
Ana has worked as a CPA in Texas for over six years.
Personal
Ana and her family have lived in San Antonio for almost eight years. They have two children, a 16-year-old daughter and a 4-year-old son. They also have a Miniature Schnauzer named Equity. Ana is a sports fan and especially enjoys watching the Spurs! Ana loves to read books by her favorite author Mary Higgins Clark and enjoys spending time with her children.
Education
Bachelor of Business Administration in Accounting from the University of Texas-Pan American
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Leslie Fernandez, CPA
Leslie Fernandez joined Jim Oliver & Associates PC as a CPA
in November of 2005.
Areas of Service
Leslie’s current responsibilities include:
• Tax preparation and planning for individuals, corporations, partnerships
and tax-exempt entities
• Compilation of business and personal financial statements
• Franchise tax reporting
• QuickBooks support services
Business Related Activities
Leslie has worked as a CPA/Accountant for public accounting firms and private entities in Colorado, California and Virginia. She enjoyed serving as a business office manager for a large medical practice for six years, and started her career at a not-for-profit hospital.
Personal
Leslie relocated to San Antonio from Washington D.C. as a result of her better-half’s Air Force transfer. The family likes San Antonio so well, they decided to kick off their Air Force shoes and stay. In her free time, Leslie enjoys spending time with her husband and three children, gardening, any type of workout, new people, places, and food, and is a compulsive reader of everything in sight.
Education
BS from Florida State University with dual majors in Accounting and Finance
Full undergrad scholarship
Garnet Key Honor Society
MS from Troy State University majoring in Management
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Shelly Laskowski, CPA
Shelly Laskowski started at Jim Oliver & Associates, PC in January 2009 as a full time CPA.
Areas of Service
Shelly focuses her skills primarily on:
• Estate, Trust, and Gift Tax Returns and Planning
• Individual Tax Returns and Planning
• Representation on Client Issues with IRS
Business Related Activities
Personal
Shelly has performed a wide variety of volunteer work, including participating in the Awesome Girls Network Seminar, speaking to college and high school students regarding the accounting profession, and participating in Junior Achievement. She is also very involved in WINGS. In her spare time, she enjoys traveling, going on cruises and reading true crime.
Education
BBA with a major in Accounting from the University of Texas at San Antonio
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Roger Reyna, CPA
Roger Reyna joined Jim Oliver & Associates PC as a CPA in November of 2011.
Areas of Service
Roger’s current responsibilities include:
• Tax preparation and planning for individuals, partnerships and corporations
• Payroll reporting
• Franchise tax reporting
Business Related Activities
Roger brings to the firm a strong background in restaurant accounting having worked at the corporate office of a Fortune 500 restaurant company in Houston as well as for one of the Top 20 Restaurant Franchisees in the country. He has also worked in the public side of accounting and brings experience serving clients and their business needs.
Personal
Roger and his wife, Marie, both originally from Corpus Christi, have lived in San Antonio for over 2 years. They love to travel and are always looking for opportunities to visit new places. He is an avid sports fan following the San Antonio Spurs, Tennessee Titans and Texas Rangers. In his spare time, Roger likes to run, read and spend time with his nieces and nephew.
Education
BBA with a major in Accounting from Sam Houston State University
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Jason Miller
Jason Miller started at Jim Oliver & Associates, PC in August 2012 as a seasonal tax associate.
Areas of Service
Jason's duties include:
• Individual Tax Returns
• Estate, Trust, and Gift Tax Returns
Business Related Activities
Jason brings to the firm 27 years of construction experience having worked for several ENR Top 100 Construction firms. He recently resigned his post as a Board Member at Associated Builders & Contractor, South Texas Chapter, where he served for several years.
Personal
Jason performs a wide variety of volunteer activities, including, Scottish Rite Learning Center of So. Texas, Koman Race for the Cure, and the South Texas Blood & Tissue Center to name just a few. Jason and his wife Vickie are native San Antonians and have two children and one grandson. When Jason is not busy reading tax law, he enjoys hiking, snow skiing, water sport, fishing, mountain biking or just about anything outdoors.
Education
BBA with a major in Accounting from the University of Houston
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Celeste Galindo
Celeste Galindo started at Jim Oliver & Associates, PC in August 2012 as a tax associate.
Areas of Service
Celeste's current responsibilities include:
• Tax preparation for individuals
• Data Entry
Business Related Activities
Celeste brings to the firm a strong background in accounting having worked at a local CPA firm in San Antonio. She has worked in the public side of accounting and brings experience serving clients and their business needs.
Personal
Celeste grew up in San Antonio where she attended the University of Texas at San Antonio. She enjoys watching the Roadrunners at the football games. Celeste likes to work out, travel, read books and spend time with her family.
Education
BBA with a major in Accounting from the University of Texas at San Antonio.
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Debra Allen
In February 2001, Debra Allen joined Jim Oliver & Associates, PC as a client relations coordinator and administrator. She is also an administrative assistant to Daniel Loveland, the attorney that shares office space with our firm.
Areas of Service
Debra’s responsibilities include:
• Ensuring that clients are delighted with the services they receive
• Office Administration
• Bookkeeping
• Assisting in estate document preparation
• Notary Public
Business Related Activities
Debra is no stranger to office procedure with over 15 years experience in office administration. She is a former member of the Alamo City Chapter IAAP (International Administrative Assistant Professionals).
To further develop her office skills, Debra has attended various seminars sponsored by the National Association of Legal Secretaries:
• Business Grammar
• Legal Knowledge & Skills
• Office Procedures & Technology
• Law Office Ethics
She has also attended seminars in:
• Creating a Collaborative Workplace sponsored by
SACPA Continuing Education
• Microsoft Office
Personal
Debra has lived in six different states with her husband, three sons, and one daughter before settling in San Antonio. She has also participated in the Susan G. Komen, Race for the Cure annual event. In her spare time, she enjoys quilting and reading.
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Becky Chadwick
Becky Chadwick started at Jim Oliver & Associates, PC in August 2007.
Areas of Service
Becky’s responsibilities include:
• Administrative support
• Tax Return Packaging
• Bookkeeping
• Portal Support
Business Related Activities
Becky has over 20 years of Office Administration experience. She has worked for the federal government, a chemical company, in the medical field and for several churches.
Personal
Becky has lived in several states with her husband, son and two daughters, but Texas is her home. In her spare time, she enjoys counted cross stitch and reading. She volunteers with the Blue Star Moms.
Education
She has held a Certified Professional Secretary (CPS) status in the past. To acquire this ranking, Becky has attended administrative courses in Office Administration, Behavioral Science, Business Law, Office Technology, Accounting, and Economics.
Professional Memberships (Past & Present):
IAAP (PSI) – International Association of Administrative Professionals
NABS – National Association of Baptist Secretaries
TABS – Texas Association of Baptist Secretaries
DAMAs – Dallas Association of Ministerial Assistants
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Jenna Stoeltje
Jenna Stoeltje joined Jim Oliver & Associates in December 2012 as an administrative assistant.
Areas of Service
Jenna’s responsibilities include:
• Greeting and accommodating clients
• Administrative support
• Event Planning
• Bookkeeping
• Report Generation
Business Related Activities
Jenna has previous experience in office administration, having worked for a small bookkeeping company and the office for student athletes at the University of Southern California. She also has experience in sales and private teaching/tutoring.
Personal
Jenna was born and raised in San Antonio, Texas. She attended the University of Southern California (Fight On, Trojans!) in Los Angeles and has also studied at Sciences-Po, a political science university in Paris, and at Columbia University in New York City. Her interests include reading, country-swing dancing and attending Renaissance Festivals.
Education
B.A. with a major in International Relations from the University of Southern California.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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