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James M. Taylor, CPA, CFP®

James M. Taylor, CPA, CFP®

Financial Advisor

Jim Taylor is a CPA and CERTIFIED FINANCIAL PLANNER™ working with his clients to make tax-smart financial decisions. Together he navigates the most technical areas of taxation and finance to plan at the highest level.

Jim has spent the last 20 years working with business owners and others to strategize for successful business transitions and plan for retirement and life goals. In all cases a focus has been on managing risk and making tax-smart decisions. The rules shift over time but his objectives remain unchanged; help clients increase net worth and financial stability while finding joy in their business and personal lives.

Jim's professional relationships are typically very long, based on a mutual trust developed over the years of working together on a goal. These friendships that evolve through life events, the life cycle of a business or simply being an available resource are the most rewarding part of his practice.

At DGN we care about meeting your goals, which is best expressed by our firm motto, “Our clients’ success is our business”. We are a locally owned CPA practice with robust financial planning and transaction advisory teams. With a team of over 50 highly talented professionals we can offer depth and a worldwide reach from our offices in Traverse City and Petoskey.