About Jim Ciurlik CPA & Consulting

Jim Ciurlik CPA & Consulting is committed to helping successful business owners, entrepreneurs, and individuals manage wealth. When you work with us, we'll show you the best ways to limit tax liabilities, preserve assets, and plan for retirement. We understand money impacts all facets of your life and need to support your personal and financial aspirations. We understand that your life is more than a "number" so we work with you to build a plan that supports all aspects of your life while minimizing taxes, preserving assets and simplifying your financial affairs.

It’s never too early to start planning for your financial future! Call us now at 262-422-6330 or send us a message online and we'll contact you to get acquainted.


Meet Jim Ciurlik, CPA

About Jim Ciurlik, CPA"Clients work with me because I consistently and repeatedly deliver tangible tax saving and financial results. In fact, if I’m not making your life more enjoyable I won’t blame you for working with someone else."

Since leaving corporate America, Jim Ciurlik has provided tax and wealth advisory services to self-employed entrepreneurs, small businesses owners, executives, and individuals. Jim has extensive experience in business tax planning, personal tax saving strategies, and retirement distribution planning.

Jim’s prior corporate experience was with Arthur Anderson, Ernest Young, Miller Brewery, Oscar Mayer and the National Bank of Commerce (bought by Sun Trust). He acquired General Management or ownership experience with a greeting card company, a wine and beer distributor and importer, and three start-up web companies. As a child, Jim spent countless hours in his family’s specialty grocery store learning what it takes to run a small business from his parents.

Certifications:

  • Certified Public Accountant since 1993
  • Series 65 Registered Investment Advisor
  • Wisconsin Licensed Life & Health Insurance Agent

Educational Background:

Jim has a Bachelor degree in Accounting from the University of Milwaukee and a Master of degree in Administration from the University of Wisconsin Madison.

Interests and Hobbies:

Jim is a self-proclaimed foodie and enjoys cooking, growing or looking for good ingredients for his next food or beverage project. Jim likes staying active and swims, bikes, cross-country skis. He is also an avid fisherman.

His family is recognized by the state historical society as a “Pioneering family to the State of Wisconsin” which indicates his ancestors have been in the state for more than 150 years.