Jim Donovan, CPA

Partner

Jim Donovan

The best part of my job is connecting with business owners and their team members to determine how tax legislation, credits and incentives can be maximized to help them grow their organization.

OVERVIEW

Jim has more than 20 years of tax consulting experience helping clients benefit from federal and state incentives, including credits for activities most consider a necessity to remain competitive in today’s global market. Jim oversees the employee retention credit and R&D tax credit practices and is a leader in the Business Credits & Incentives space. He also assists clients in sustaining their credits if examined by a federal or state authority. Jim has authored articles on tax incentives and actively presents on business credits and incentives at conferences and webinars.

When you work with Jim, you can expect him to learn your business, share how different tax incentives apply to your business and offer thoughtful strategies on how to implement best practices to maximize your tax benefits.

Outside of work, Jim enjoys traveling with his family, logging miles on his bike and playing golf.

QUALIFICATIONS

Memberships

  • American Institute of Certified Public Accountants

Designations/Licensures

  • Certified Public Accountant

Education

  • Bachelor of Business Administration, Accounting - University of Iowa, Iowa City
  • Master of Business Administration - University of South Dakota, Vermillion

KNOWLEDGE

Client Work

  • Leads the R&D tax credit and incentives team to maximize value for business owners and stakeholders seeking a return on investment in research activities, which includes consistently applying new case law and responding to changes in the filing process and audit environment.
  • Leads the employee retention credit practice and was integral to the development of the practice, including monitoring of guidance and changes to the law, educating our clients on webinars and developing policies and procedures to grow the practice.