Jim Gattuso

Freelance Tax Planner & Public Accountant

Location:Stillwater, Pennsylvania, United States
2 Skills

• Certified public accountant, Pennsylvania
• Shareholder and Owner, CPA Firm.


• Shareholder and Owner of a full service CPA firm located in Pennsylvania
2003 - Present

• National and Regional CPA Accounting and Consulting Firms:
Shareholder - 1997 to 2002
Manager - 1993 to 1997
Supervisor – 1981 to 1993

• Responsible for a diverse public accounting practice providing various attestation, tax and consulting services to businesses, individuals and retirement plans. Strong knowledge of operational accounting practices and systems, GAAP and internal controls.

• Broad commercial practice including manufacturers, distributors, contractors, real estate management and development and retail services; closely involved with all aspects of family-owned companies.

• Significant consulting responsibilities including mergers and acquisitions, standard cost studies, re-engineering and streamlining of operations, evaluating buy-sell agreements, negotiating financing arrangements and preparing business valuations.

• Consulting and assistance to clients with development of budgets, cash flow forecasting and preparation of external forecasts and projection financial reports

• Strong tax background; experience in most areas of IRS tax filings as well as dealing directly with the IRS in problem resolution and ability to apply a very broad range of tax knowledge to present various tax options for businesses with Pennsylvania and multi-state operations.

• Significant consulting with clients in merger and acquisition transactions, evaluating EBITDA and performing due diligence associated with these acquisitions.

• Significant Evaluation and transition of clients’ mergers, acquisitions and strategic alliances, including providing advice on structural, tax and accounting issues as well as overseeing the due diligence process.


• Expert Witness - Various Divorce Actions - Earnings calculation, asset distribution and calculation of alimony and support claim

• Numerous fraud investigations with various entity types
• Business interruption claims computation
• Loss of earnings calculation
• Business valuations
• Asset tracing (marital dissolution, commingled funds)
• Domestic relations matters such as divorce settlements, including assistance ith depositions and settlement conferences, and child support matters
• Fraud, theft or embezzlement
• Business dissolution
• IRS audits and tax liability issues

EDUCATION Indiana University of Pennsylvania, B.S. Accounting – 1981

Continued Professional Development – various accounting, management and tax updates; minimum 80 hours bi-annually.

AFFILIATIONS American Institute of Certified Public Accountants
Pennsylvania Institute of Certified Public Accountants
Pennsylvania Society of Public Accountants
Association of Certified Fraud Examiners
Skills (2) Rating
Tax Planning
Public Accounting