Who We Serve

At Jim Ciurlik CPA & Consulting, we help our clients simplify their complex financial lives and preserve wealth. We provide retirement counseling, tax planning, estate planning, personal CFO services, investment management, and much more. Our clients include:

Real Estate Investors & Professionals

We work with Real Estate Investors, brokers and wholesalers to gain more control over their finances through timely reporting and unique tax reduction and deferral strategies. Interested in reducing some of your real estate holdings? We can help.

Entrepreneurs and Executives

We deliver a comprehensive package of wealth advisory services to business owners and executives that's designed to meet their unique needs including exit strategies, retirement distribution and cash flow planning, and estate planning.

Doctors and Medical Professionals

When busy doctors and healthcare professionals turn to our firm for wealth management services, we show them how to prepare for the future by minimizing tax burdens and protecting the wealth they’ve created.

Inventors, Patent Holders

Talented inventors protect and maximize wealth with our personalized tax reduction strategies, retirement planning services, and personal CFO services.

Successful Families

We offer high net worth families bill paying, bookkeeping, and personal CFO services to assist with daily financial needs. We can also assist with estate and philanthropic planning.