Jim McGrory
Partner, Armanino Advisory LLC
- Philadelphia
- 267-765-0214
Care, effort and knowledge are the ingredients for growth.
Care, effort and knowledge are the ingredients for growth.
Bio
Jim has more than 35 years of public accounting experience. He provides comprehensive tax return preparation, sophisticated tax planning and tax consulting services to a broad base of clients, including high net worth individuals, trusts and estates, family-owned businesses, family investment partnerships and private foundations.
Throughout his career, Jim has placed special emphasis on sharing his knowledge to help others grow and is passionate about both client education and staff development.
Jim’s accomplishments earned him the Michael A. DeAngelis Award from LaSalle University in recognition of his achievements in the accounting profession. He is a licensed CPA and holds a MT certification.
Experience
Because I like to develop long-term relationships with clients and help solve complex problems for them, a firm with the depth and breadth of experience like Armanino’s is the perfect match. Working with Armanino allows me to expand my scope of service offerings and integrate tax, assurance, consulting and technology solutions so we can do even better things for our clients.
The purpose of the Pass-Through Business deduction was to provide a stimulus for American small businesses to succeed. However, the law, when finalized, excluded many professional services and financial advisory businesses that are a big part of our economy. I’d like to see the exclusions and limitations in the Pass-Through Business deduction eliminated so that more small businesses and their owners can benefit from it.
I try to be detailed and thorough in my approach to projects. Before offering advice or making a decision, it is important for me to dig a little deeper to figure out my client’s true needs beyond their initial question. I also encourage this discovery process from my team.
My mother, who came to this country from Ireland with a suitcase in hand and a strong work ethic. She blossomed in the United States because she believed in setting goals and working hard toward them. But it wasn’t until she passed away that I visited the home where she had grown up and I realized how much she had accomplished. Seeing how far she had come was humbling.
Work to develop strong relationships with clients. Invest yourself in your client’s goals and become instrumental in their world. This will lead to professional satisfaction.
