L. James Margner, MBA, CPA
Jim joined Mueller in 2015 bringing over 43 years of tax experience with 20 of those years dedicated to State and Local Tax (SALT) practice. Prior to joining the firm, he worked for two Chicago-based Fortune 100 companies, national and regional accounting firms, and a large family office tax consulting firm of a multi-billionaire Chicago financier before commencing his own multi-state tax consulting boutique practice.
Jim has extensive experience with multi-state and local tax compliance matters, multi-state sales/use tax planning and compliance, transactional tax planning, tax minimization reviews, state and local tax examination and appeals representation (including Illinois Informal Conference Board and Board of Appeals), state tax return filing and revenue sourcing strategies, credit and incentive consulting, legal entity restructuring, multi-state tax nexus studies, and VDA’s. Jim has consulting experience with multistate personal income taxes (including residency studies), corporate income/franchise taxes, pass-through entity taxes (S corps, partnerships, trusts, and LLCs), and is conversant with multistate payroll withholding taxes, unclaimed property, state unemployment compensation, and personal property taxes.
His experience with multi-state and local income and sales/use tax for a wide variety of public and closely-held businesses, include those engaged in manufacturing, distribution, software development, transportation, financial and investment services, professional and technical services, information services, logistics, leasing, interior design, printing, construction, real estate, retailing, advertising, healthcare, and internet (including cloud computing issues).
Jim is a regular speaker on technical tax issues and has spoken at Illinois CPA Society Conferences, Chicago Tax Club, TEI, and the Associated Equipment Dealers CFO Conferences. He has authored several articles for AICPA’s Tax Advisors, ICPAS’s
Education & certifications
- B.S., Business/Economics, Western Kentucky University
- MBA, Accounting/Tax, Indiana University Kelley Graduate School of Business
- Licensed and Registered Certified Public Accountant, Illinois
Professional & Civic Organizations
- American Institute of Certified Public Accountants (AICPA)
- Illinois CPA Society (ICPAS), State and Local Tax Committee
- Illinois Director’s Advisory Board
- Illinois Audit Advisory Board
- Illinois Process Advisory Board
- Illinois Chamber of Commerce Tax Institute
- Taxpayer’s Federation of Illinois
Awards & Honors
Indiana University EW Kelley Essay Award Winner