James Pellino, CPA
Jim has been with Ostrow Reisin Berk & Abrams, Ltd. since 2008. He manages audits, reviews and monthly accounting engagements for manufacturers, private equity firms, restaurants, construction contractors, professional service providers and clients in various other industries. Jim also specializes in assisting clients with various 401(k) compliance issues and 401(k) audits.
In conjunction with the accounting and audit procedures, Jim prepares various income, sales and benefit plan tax returns for his clients. Jim has experience with entity formation and structuring, tax planning for corporations and individuals, personal investment advice, analysis of financial statements and providing accounting training and support to closely-held businesses.
Jim takes a proactive not a reactive approach to his business. He believes that on-going communication between him and his clients is essential and allows him to give the best value added advice. With this enhanced communication, Jim is able to find solutions to his clients’ problems that others would not. Jim views every engagement as a team effort and is personally vested in his clients’ successes.
Outside of the Office
Jim believes opportunities present themselves in every situation, whether business or personal. In his free time, you can find Jim running on the lakeshore or at one of great Chicago restaurants spending time with his family and friends.
Seminars & Events
- Employee Benefit Plan Design and Trends, ORBA, Chicago, IL, December 16, 2014