Traverse City, MI
TC: 231-946-1722
Petoskey, MI
Petoskey: 231-347-4136
DGN offers clients depth of expertise, breadth of services, personalized attention

James M. Taylor, CPA, CFP®

jtaylor@dgncpa.com

Partner

James M. Taylor, CPA, CFP® joined Dennis, Gartland & Niergarth in 2006 and was named a partner in 2014. Jim focuses on planning and tax services for business and individual clients at DGN.  Prior to joining DGN, he earned additional experience in manufacturing management and individual financial planning as well as taxation. Jim is a member of the American Institute of CPAs and the Michigan Association of CPAs. Jim holds a Bachelor of Arts in organizational management from the University of Michigan and a Master of Accounting from Oakland University, and designation as a CERTIFIED FINANCIAL PLANNER™ professional.

Services & Expertise

  • Tax Planning & Preparation
  • Financial Planning
  • Manufacturing

Memberships & Affiliations

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants