Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.


625 N. North Court
Palatine, IL 60067

Tel: 847.358.1170



Areas of Focus

  • Tax law
  • Taxation for exempt organizations/health care
  • Taxation for small businesses and sales of companies




Northern Illinois University
  • Bachelor of science degree in accountancy
Illinois Institute of Technology, Chicago-Kent College of Law
  • Juris doctorate

Jim Giese, CPA, JD


Jim Giese is a partner with more than 30 years of public accounting and tax experience. As both a certified public accountant and an attorney, he assists clients by providing tax services and has specialized knowledge in providing tax services to health care entities, small businesses, and exempt organizations.  An experienced presenter, Jim has taught executive-level training, taught at two major universities, and been a presenter at national conferences. In addition, he has authored many articles for various publications.

  • Certified Public Accountant
Professional Memberships and Activities
  • American Institute of Certified Public Accountants (AICPA) - Member
  • Illinois CPA Society (ICPAS) - Member
  • Author of articles for various publications including, “Tax Issues Regarding Planned Giving and Recent Legislative Developments,” in the book Building and Managing an Asset Base Information and Advice for Nonprofit Organizations