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Email Jim Oliver
| | 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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Email Fernando J. Rocha
| | Fernando J. Rocha, CPA
Fernando joined Jim Oliver & Associates, PC in August 2008 as a Senior
Tax Manager. He brings to the Firm over 20 years of experience in
assisting Individuals and Closely Held Businesses with their tax and
business strategies.
Areas of Service
As the firm’s Senior Tax Manager, Fernando focuses his experience
and talents on:
• Complex individual and business tax planning and compliance
(including nonprofit, estates and trusts)
• Strategic business advisory services, which include entity selection,
capital formation and business development and tax efficient
business strategies
• Research related to various client specific tax matters and technical
review of tax returns
• Supervision of tax staff and overall coordination of tax practice
• IRS Tax Controversies
Business Related Activities
Fernando has actively contributed to his profession and the financial community through activities beyond the typical scope of most CPAs.
• Serves as a member of the board of directors and Vice-President
for the San Antonio CPA Society
• Has chaired and participated on several committees for the
San Antonio CPA Society. He has been presented various awards
by the local chapter for his contributions to the Society
• Currently serves as a Director to the Texas Society of Certified
Public Accountants
• Member of the San Antonio Estate Planners Council.
• Teaches Financial Literacy Classes at the San Antonio Metropolitan
Ministry’s transitional living facility
• Regularly speaks to College and Secondary Education students
at local Universities and High Schools regarding careers and
opportunities in the accounting profession
• Served on two panels for the American Institute of Certified
Public Accountants relating to the Uniformed CPA Exam
Personal
Fernando is a San Antonio native and enjoys being involved in the community. He enjoys cycling and has participated in the Annual MS150 Bike to the Beach for the past four years. He and his wife Katherine enjoy spending time with their combined six children.
Education
Bachelors of Business Administration in Accounting
from Texas Tech University
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Email Ana Ball
| | 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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Email Leslie Fernandez
| | 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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Email Shelly Laskowski
| | 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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Email Bridget Cook
| | Bridget Cook
In September 1999, Bridget Cook started at Jim Oliver & Associates, PC as a client relations coordinator and administrator. In 2001, she started taking on roles in individual tax preparation, payroll, and client bookkeeping where she continues to expand her knowledge today.
Areas of Service
Bridget’s duties include:
• Individual Tax Preparation
• Payroll Reports
• Financial Statement Compilations
• Client Bookkeeping Entry
• Firm Administration
Business Related Activities
Bridget has a strong foundation for her financial career. During her four years in college, she assisted a financial advisor with a nationally known financial services firm. She also held a position with a state agency for the State of Texas monitoring the agency’s annual budget.
Personal
Bridget and her husband, John A. Cook IV, enjoy spending time with their daughter. She and her husband spent some time in Austin between 2002-2004 and moved back to San Antonio (and JOA) realizing this was truly home. Bridget and her family enjoy traveling and spending time with family and friends.
Education
B.B.A. in International Business from The University of the Incarnate Word
Currently taking classes towards a Masters in Accounting at The University of the Incarnate Word
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Email Adam Valdez
| | Adam Valdez
Adam Valdez joined Jim Oliver & Associates, P.C. in November 2009.
Areas of Service
Adam’s current responsibilities include:
• Tax preparation and planning for individuals and businesses
• Compilation of business and personal financial statements
• Administrative tasks
• Client bookkeeping
Business Related Activities
Adam is currently enrolled in classes to pursue his C.P.A license.
Personal
Adam is a native Texan and enjoys spending time with his family, friends and girlfriend. His hobbies include hunting, fishing and anything outside. When he is forced inside, he enjoys reading a good book, cooking and watching SportsCenter. Adam also stays involved in the Juvenile Diabetes Research Foundation (JDRF), Habitat for Humanity, The Children’s Shelter and various United Way partner agencies.
Education
Bachelors of Business Administration in Accounting from Baylor University
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Email Debra Allen
| | 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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Email Becky Chadwick
| | 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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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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