James Moore & Associates is a proud supporter of the Crohn's & Colitis Foundation of America. For more information, please visit CCFA.org.
ACCOUNTING & TAX
Barbara Lewis, EA
Also a Colorado native, Barbara has 31 years professional experience in public accounting, taxation, and new business consulting for a wide variety of businesses. She specializes in monthly accounting, financial statement preparation, sales tax reporting, payroll tax preparation and tax planning. Clients appreciate her thoroughness and her communication skills. Barbara has been an Enrolled Agent since 2010 and is a QuickBooks ProAdvisor.
Karen has over 25 years experience in accounting and bookkeeping services for small businesses. Karen has worked with a wide variety of small businesses and is familiar with many different accounting software packages. She is our in-house QuickBooks "wizard."
Jim is a Colorado native who received his Bachelor of Science in Accounting from the University of Denver in 1982. Prior to establishing JM&A in 1991, Jim worked for seven years with an international public accounting firm and with a Denver litigation consulting firm for two years. He has worked with a diverse group of small business clients and individuals and has provided audit, review, income tax, and consulting services to over 750 different Colorado homeowners associations.
Jim is also a proud supporter of the Crohn's & Colitis Foundation of America. For more information, please visit CCFA.org.
Kook Chu, CPA
Kook is a native of South Korea. He received his Master's in Accountancy in June 2005 from the University of Denver. Kook has worked for JM&A since 2007. He specializes in homeowner association auditing and taxation, as well as assisting us with income tax preparation for individuals and small business. License#0032452
Nora has over 20 years professional experience, including approximately 15 years experience with community associations. Nora attended Regis University. She has been with JM&A since 2007, specializing in homeowners associations as well as other client accounting services.
Rosario has a Bachelor of Science in International Business
from Escuela Superior de Comercio y Administration, Instituto Politecnico
Nacional, Mexico DF. She has worked as an accountant and auditor for JM&A
since 2000. Rosario is fluent in both English and Spanish.
Angelina received her Bachelor in Accounting with a Specialty in taxes from Instituto Tecnologico de Ciudad Juarez, Mexico in 2000. Angelina has been working with JM&A since 2016, specializing in homeowners associations auditing and taxation. Angelina worked for 6 years with an International Public Accounting Firm (Ernst & Young) and 2 years with an International Law Firm (Baker & McKenzie) in Mexico, she has experience in tax consulting, tax compliance and revocation appeal for transnational companies in Mexico.
Another of our Colorado natives, Kathy is a 1978 graduate of Barnes Business College. She has over 25 years of accounting and bookkeeping experience and has been an auditor with the JM&A team since 2005.
Marti King has been with JM&A since June, 1998 as our fearless Office Manager. She earned a Bachelor of Science in Business Administration from Millersville University, Lancaster, PA.
Caryn is a long time client of JM&A who expressed an interest in joining our team a few years ago. She is our special projects "ace" and her professional and friendly demeanor makes her a huge asset to us.