Mike McWilliams

Mike McWilliams joined JMCPA this season, taking the lead on individual tax returns while bringing an extensive finance background to the team. He and Josh first worked together nearly two decades ago at H&R Block, partnering across Financial Planning & Analysis and Business Development — a collaboration now renewed at the firm.

Mike brings deep experience and knowledge in finance, and is channeling that foundation into a growing tax practice — pairing big-picture financial insight with the hands-on, detail-focused work that individual clients count on. His move onto individual returns also lets the firm's CPAs concentrate their time on business clients.