Jim Lawrence

Background

About Jim Lawrence

James A. Lawrence, partner at Traphagen Financial Group is a graduate of Rutgers University. He specializes in individual and business tax returns, Internal Revenue Service representation including audit and appeals and negotiates installment agreements, offers in compromise and other collection procedures. Jim works closely with attorneys to ensure our client’s information is clearly and favorably presented and has testified as an expert in court proceedings. Jim has over 15 years experience in tax planning and business structure for individuals and businesses. In addition, Jim specializes in college planning strategies to help families fund a quality education. His expertise in college planning and experience in tax strategies is invaluable to families preparing for financial cost of sending their children to college. Jim is one of of only 500 who hold the Certified College Planning Specialist certification nationally. Jim is a member of the New Jersey Society of Certified Public Accountants (NJSCPA) and has served on the Board of Trustees and is chairman of the Special Events Committee. He has also served as President of the NJSCPA, Bergen Chapter.Specialties: Personal & Corporate Tax Planning and Preparation, Multi-state Taxation, IRS Representation, 401K Pension Plan Audits and College Planning