Novak Birks, P.C.
Novak Birks is a firm of certified public accountants and consultants devoted to excellence in professional services, intensely focused on client service through a regional strategy executed locally in the greater metropolitan Kansas City area.
Novak Birks provides professional services in three broad areas — assurance, tax and consulting. With access to significant intellectual capital invested in our employees, we serve public and private institutions, locally and regionally important clients and established, as well as startup and early-stage, companies in the greater Kansas City area.
*Novak Birks, PC and their services are separate from LPL Financial and Personal Financial Group.
Keith has more than 15 years of audit experience in the employee benefits industry. He has been with Novak Birks, P.C. since 1994 and is currently managing the employee benefit plan audit and Form 5500, 990, and 990T preparation practice.
Keith performs ERISA audits on employee benefit plans to ensure plan sponsors are in compliance with IRS and DOL regulations, and provides assistance with IRS and DOL audits.
Keith has a BS in accounting from Rockhurst University, and a MBA from Baker University. He is a member of the AICPA, Missouri Society of CPAs, IFEBP, and the AICPA Employee Benefit Plan Audit Quality Center.
Jim joined the firm in 2009 as a staff accountant. He graduated from St. Louis University with a Bachelor of Science in Accounting, and received his Master of Science in Accounting in 2011 from the University of Missouri – Kansas City. He is currently in the process of sitting for the CPA exam. Since joining Novak Birks, P.C., Jim has gained experience working on governmental, non-profit, employee benefits, and for-profit company audits.