Jeffrey A. McWilliams, CPA
With more than 15 years of experience in taxation, accounting and financial strategy, Jeff has worked intensely to provide timely and pertinent financial solutions to both public and private businesses. Jeff’s experience includes a broad range of industries including public accounting, financial services and manufacturing.
Jeff’s expertise includes income tax compliance, planning and accounting, employee benefits and compensation, risk management, SEC compliance, financial management, mergers and acquisitions, implementation of strategic alternatives, bank refinancing and cost reduction programs. Prior to founding McWilliams Financial Group, LLC, Jeff served as Vice President of Administration and Secretary of a publicly traded multinational manufacturing business.
Jeff’s focus today is the delivery of accounting, tax and business strategy services to individuals and small business with an emphasis on social and environmental responsibility as a measure of financial success.
Jeff received his MBA with a concentration in international business from Xavier University and his BA in Accounting with Highest Honors from New Mexico State University. Jeff is Certified Public Accountant and a member of the American Institute of Certified Public Accountants.