Chesapeake Tax Advisors, LLC

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James D. Burgess
Principal

 

Mr. Burgess is a CPA with 30 years of tax consulting experience. He was previously a tax senior manager with the international accounting firm of Deloitte & Touche and the international consulting firm MAXIMUS, and also served for seven years as President and Chief Financial Officer of a systems integration firm serving the Mid Atlantic region.  His service covers individual and business clients ranging from start-ups to multi-national companies with a strong emphasis assisting entrepreneurs in the technology, retail, manufacturing, construction and real estate industries.

Mr. Burgess is a graduate of Catawba College.  He is a member of the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants.  He has also served in various capacities for several civic organizations including the Fairfax County Public Schools Education Foundation, Baltimore Area Council of the Boy Scouts of America, the Girl Scouts of Central Maryland, and past Chairman of the Leonard Cheshire Center USA.

 

Lex Ruygrok
Sr. Consultant

 

Mr. Ruygrok brings a wide range of experience as a consultant to Chesapeake Tax Advisors, LLC.  He started his career in the tax department of one of the major international accounting firms where he became a tax manager specializing in employee benefits and retirement plan consulting.   He subsequently became a partner in a small local accounting firm where he focused his practice on providing tax services to small businesses and their owners.  For 10 years he served as the Chief Financial Officer of a large multi-state title agency and subsequently started his own title agency while also practicing law (primarily in the areas of taxation and real estate) for five years before joining a large regional accounting firm as a senior tax manager.

 

Mr. Ruygrok has taught business law and accounting classes at Clermont College and was an adjunct professor at Villa Julie College (now Stevenson University) where he taught tax accounting classes.  He has been very active in the community, serving as the Chairman of the Howard County Pension Oversight Commission and also as the Vice Chairman of the Howard Community College Education Foundation.  Lex has a B.A. in Economics from the University of Virginia and is an honors graduate of the University of Maryland School of Law.  He is a member of the bar in Maryland, is a licensed Certified Public Accountant in Ohio, and is also a licensed real estate broker.

 

Arthur P. Jensen
Sr. Consultant

 

Mr. Jensen specializes in advanced tax, financial and estate planning. His background includes advising on reorganizations, mergers and acquisitions, compliance and technical rulings and advice at both the District Director and National levels. He has assisted both corporate and individual clients with particular attention towards creative tax and financial planning and tax minimization strategies.

 

Previously, he worked for prominent CPA firms, including over twenty successful years in large international accounting firms, including KPMG Peat Marwick and Deloitte & Touche. Most of his years were as partner in charge of tax services for the local office. He added to his valuable experience when he was selected for a one year assignment in the Washington National Tax Office of KPMG dealing with complex and unusual tax situations. He also served as liaison between his firm and the IRS and United States Treasury Departments.

 

Mr. Jensen is a graduate of the University of Maryland, College Park. He is a member of the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants, the International Association of Financial Planners, and the Wealth Counsel LLC Study Group. He is a past president of the Baltimore Association of Tax Counsel, a past Chairman of the Chesapeake Tax Conference, past Co-Chairman of the Advanced Tax Institute and former Treasurer of the Baltimore City Rotary Club. In addition to his CPA license, he holds health and life insurance licenses, and is a registered representative with a Financial Industry Regulatory Authority (FINRA) member firm. He has spoken before numerous groups on tax and financial topics.
 

Chesapeake Tax Advisors, LLC * 306 West Joppa Road * Baltimore * MD * 21204 * Phone: (410) 296-1154

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