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At Elevation CPA Group, we work with you on a personal level.  We collaborate with you to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results. We are your trusted partner in success.


James A. Balas, CPA

PRESIDENT - ELEVATION CPA GROUP PC

Jim started his career at Ernst & Young, one of the big four public accounting firms, where he spent approximately 6 years.  Subsequently, Jim worked approximately 19 years with a local commercial contractor/developer.  This included approximately 10 years in the controller and treasurer positions, and 9 years as COO of the construction division.  Duties as controller and treasurer included overall management of the accounting department, including preparation of all tax returns, job cost accounting, budgeting, general ledger, information systems, risk management, human resources,

Jim is a seasoned CPA who has hands-on, real world business experience. He enjoys working with small contractors and other small businesses to minimize taxes and help make them successful.

and cash management.  In his capacity as COO of the construction division, Jim had total strategic, operational and profit center responsibility.  During this tenure, the division grew from gross revenues of approximately $7 million, with a staff of six, to one with approximately $30 million in revenue, with a staff of 20.


Jim obtained his B.S. in Business, with honors in Accounting from Indiana University.  He is a Certified Public Accountant.

Jim lives in Zionsville with his wife and has 2 grown children.

 

Lucia Garber, EA - Client Service Manager

CLIENT SERVICE MANAGER - ELEVATION CPA GROUP PC

Lucia is an Indiana University alum who joined Elevation CPA in 2008. Prior to joining Elevation CPA, she was a high school teacher in the Center Grove school district, and spent her summers working with a small construction company assisting in bookkeeping and payroll. She is an Enrolled Agent and the Client Service Manager.

Lucia lives in Fishers with her husband and 2 daughters.

 

Andrea Balas, Tax & Accounting Assistant

TAX AND ACCOUNTING ASSISTANT - ELEVATION CPA GROUP PC

Andrea is a graduate of Midway College. After living in Kentucky for several years working in the equine industry, she moved back to Indiana to follow in her father's footsteps to work in accounting. She currently assists in tax preparation and client bookkeeping services while working towards becoming an Enrolled Agent. She resides in Zionsville with her dog and horse.

 

Shannon Atwell, Tax & Accounting Assistant

TAX AND ACCOUNTING ASSISTANT - ELEVATION CPA GROUP PC

Shannon attended Ivy Tech Community College. She has approximately 15 years of prior accounting experience working as a bookkeeper with an apartment management company and office manager for a small contractor. She currently assists in client bookkeeping services. She resides in Indianapolis.