James (Jim) B. Wagoner, CPA

Managing Partner

Office: 317-260-4428

Practice Areas:

  • Tax Services
  • Business Advisory
Education: Manchester University

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It is refreshing to find a person that’s incredibly devoted to every aspect of their life, and Jim is one of those unique gems. Whether it is family, his career, or the community, Jim gives every ounce of effort he can muster. He’s a real asset to our organization, and has the talent and experience to improve the financial state of any company and minimize income tax exposure.

  • Background and Education
    • Born and raised in rural Rochester, Indiana (Home of the Zebras)
    • Graduated from Manchester University with a Bachelor of Science degree in Accounting and a Master of Accountancy degree
    • Joined the Firm in 1997 as a tax staff
    • Director of the Tax Services Group in 2003
    • Partner in 2005
    • Director of Outsourced Accounting Services in 2005
  • Titles and Responsibilities
    • Elected to President and Managing Partner of the Firm in January 2022
  • Outside the Office
    • Serves on the CPA Associates International North American Board of MGI North America, a regional member of MGI Worldwide with CPAAI
    • Member of the American Institute of Certified Public Accountants
    • Member of Indiana CPA Society
    • Serves as a board member for Indiana Wildlife Federation, and former treasurer
    • Annual Team Leader for the Firm in the United Way Day of Caring / INCPAS Day of Service
    • Jim has served on various other not-for-profit boards or committees such as:
      • Investment Committee for the Community Foundation of Boone County
      • President/Treasurer for Mental Health America of Greater Indianapolis (MHAGI)
      • Former Treasurer for the Zionsville Youth Football League