Waterford Office 262-514-3800 x101

KJ Tax & Accounting Team Member Descriptions
(Click on a member's Picture for a Printable Business Card)

Jim Filicetti, CPA President/Owner

Jim Filicetti has a B.B.A. in Accounting from the University of Wisconsin and is a member of both the Wisconsin Institute of Certified Public Accountants and the American Institute of Certified Public Accountants.

Prior to founding KJ Tax & Accounting, Jim spent many years in public accounting and in the private sector in positions ranging from Controller of a building materials company to Chief Financial Officer  in a large manufacturing firm. 

Jim is a CPA, registered to practice before the IRS. Thus, one of his many specialties at KJ's is in assisting clients with their tax deficiencies. He's been very successful in settling hundreds of state and federal cases to his clients' satisfaction.  Jim also is the primary contact for addressing new business start up issues and all financial consulting needs--from personal to corporate issues alike. Additionally, he serves as one of the final reviewers of tax returns once completed by his--albeit quite capable--team!

Further, Jim is an Intuit Solution Provider and a Certified Quickbooks® Proadvisor.

Jim is passionate about helping out others.

Kathy Filicetti, CPA, CFP, CMA

Kathy Filicetti  has a B.B.A. in Accounting from the University of Wisconsin and is a member of both the Wisconsin Institute of Certified Public Accountants and the American Institute of Certified Public Accountants. She has many years of practical business experience at the Senior Accountant level. At KJ Tax, Kathy specializes in dealing with the more highlytechnical tax issues and complicated types of tax returns. Kathy is extremely valuable in the financial field.

With her natural ability to help clients with wealth planning and with the ability to blend tax planning with it, Kathy does a great job in keeping our clients wealth projections on track.

Kristin Hause

Intuit Solution Provider

Kristin Hause joined the KJ Tax & Accounting team in February of 2015.  She has over 20 years of experience in the accounting field.  Before joining our accounting firm, her previous positions included being the Accounting Manager for a computer training company and the Inventory Controller for a local marketing firm.  Kristin’s position at KJ Tax & Accounting includes working directly with clients to help with their various accounting and bookkeeping needs. She assists clients in the conversion to QuickBooks.  As well, she assists clients with their payroll needs.  She has been instrumental in converting clients to the correct QuickBooks payroll solution for their business.  Kristin enjoys working with clients and the ability to help clients with their accounting needs.

Tammy Grisham

Senior Tax Accountant

Tammy Grisham is an innovative and driven accounting professional with an extensive knowledge of accounting principals, QuickBooks, and income tax procedures. Tammy has spent the last 20 years as a self employed bookkeeper/accountant providing a wide range of bookkeeping services to small businesses. Tammy loves the outdoors and enjoys her summers camping with her five grandchildren. Tammy  is self motivated and focused on achieving top results for business and clients.

Katie Simenson, Senior Tax Accountant

Katie Simenson comes to KJ Tax & Accounting, LLC with a background in tax preparation and review. She has a degree from Gateway Technical College in Accounting as wells as a degree in Psychology from UW Stevens Point. Katie enjoys windsurfing, hiking, downhill skiing and bicycling (she biked with her husband across Missouri in May of 2016).  Katie enjoys preparing and reviewing taxes, taking the extra mile in ensuring that the tax return is prepared with the least legal tax amount due.

Gigi Peterson

Executive Director

Gigi Peterson comes to KJ Tax & Accounting, LLC LLC with 24 years of professional administrative experience. 16 years of her career was working for one of the world’s largest manufacturing companies. We are glad to have her on the KJTAX Team. She is the “go-to” person when it comes to getting schedules & events planned. Gigi also supports accounting duties to all three companies that are affiliated with KJTAX: Advanced Office Solutions & QBO Hero. She ensures our business is operating efficiently by being that behind-the-scenes support that keeps a project on task.

 

We are a Firm of the Future!