Director of Tax Controversy
Jim joined Source Advisors as the Director of Tax Controversy in 2022. He has specialized in tax incentives such as the R&D tax credit, disaster relief credits, and most recently the Employee Retention Credit. Jim has been practicing in the general area of taxation and tax law for over fifteen years and has a proven record of successful tax audits that range from IRS audits and appeals to various state-level tax audits and appeals. Jim received his Bachelor of Science in Political Science from Texas A&M University and his Juris Doctorate from South Texas College of Law Houston. He is a licensed attorney in the State of Texas.