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James Goerlich Sr. - Rehmann

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Jim Goerlich Sr. | CPA | Principal

Troy, MI | 248.458.7045 | Email

Education

Bachelor of Business Administration
University of Detroit

Memberships

American Institute of Certified Public Accountants

Michigan Association of Certified Public Accountants

St. Clair County - Port Huron Area Estate Planning Council, Past President

President's Advisory Council of Walsh College

Financial and Estate Planning Council of Macomb County, Board Member and Past President

Service Areas | Tax & Accounting Compliance, Business Consulting, Trust & Estate Planning and Taxation

Jim is a Principal with the Accounting, Consulting and Tax (ACT) department at Rehmann, and is located in our Troy office.

Experience

In 1960, he began his career in public accounting at Rutten, Welling & Company, which later merged with Haskins & Sells (now Deloitte & Touche LLP). He was the founder and managing member of Goerlich, Richert & Kaiser, PLLC which was formed in 1971.

Jim concentrates his practice in the area of Estates and Trusts. In this capacity he has been responsible for the preparation of many Federal Estate and Gift Tax Returns, as well as Fiduciary Income Tax Returns for the firm. His continuing professional education is heavily focused in the estate and trust area.

Jim joined Rehmann in January 2012 in conjunction with the firm's business combination with Goerlich, Richert & Kaiser.

Thought Leadership

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