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  consultation with one of
  our team members.

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Have you used a CPA in the past?
 Please bring a copy of last
 year's income tax return.

                  Accounting   |   Business Financial Planning

      Individual Taxation   |   Business Taxation   |   Wealth Management

experienced CPAs and accountants



Doctors, lawyers and other
professionals who have unique
accounting situations because
of the overlap of their business
and personal finances

You need a team of experienced
CPAs and accountants who can
assess and understand your entire
financial picture and help you
make decisions that result in the
maximum benefit all around.


Jim Oliver, cpa, accounting

     Get peace of mind in these uncertain
     economic times. 

     Worried about your company’s credit? How does
     your business look on paper? Will the vendor or
     supplier you use still be in business 6 months
     from now? In this economy, you need to know.

     Our professional CPAs and accountants can
     keep you on top of your financial situation thus
     providing you with the peace of mind you need.

Jim Oliver, cpa, wealth management

   You probably have more wealth than you know, and it
   needs management.

   Whether you have $50,000 or $50,000,000, Team Oliver can help
   you determine the best, most effective course of action to protect it,
   grow it, or both. In order to provide comprehensive and coordinated
   wealth management, Jim Oliver and Associates and Financial Life Advisors
   work collaboratively. Both companies were founded and are
   managed by Jim Oliver.  When Team Oliver is referenced, the
   services listed could include either company (or most likely both)
   in providing wealth management services.

Jim Oliver, cpa, taxes

    We make complex simple
    to understand.

      •    Buy Sell Transactions
      •    Business Succession Planning
      •    Family Business Planning

Jim Oliver, business financial planning

 Financial planning can give your business stability.
 This is especially beneficial in our current unstable economy. 
 We’ll help you assess your total business financial situation:

  •    Financial & Business Analysis
  •    Capital Formation
  •    Debt Reduction Strategies
  •    Insurance Review