Our Team

James R. Filak – CPA, CFP®


Jim Filak has over 30 years of experience in all financial matters. He is a CPA – Certified Public Accountant and a CFP® – certified financial planner practioner. He is also an excellent small business adviser and very well appreciated and respected in the Oxford/Lake Orion and surrounding Communities.

His dedication to his customer’s financial success is evident year after year. His customers returning year after year are a testament to his fine service. That customer base is increasing and depending on Jim and the Filak CPA Group for tax services, small business services, investment planning and guidance throughout the year and throughout their lives.

Brenda Hunter, CPA


Brenda has over 23 years of experience in the accounting, tax and financial services. She is a Certified Public Accountant and a Client Service Associate on the investment side of the business. She prepares partnership, corporation, individual, trust and estate tax returns. She is experienced in tax reduction strategies, tax and cash flow planning and Quickbooks consulting. Brenda has a great work ethic and believes in getting to know her clients to serve them better. Brenda’s excellent work has earned her a partnership with the firm.

Jerry Morgan CPA


Jerry brings over 25 of public and industry accounting experience to the firm. He is a Certified Public Accountant. He prepares partnership, corporation, individual, trust and estate tax returns. He performs tax and accounting services for small businesses. He prepares small business financial statements and other financial and tax related reports. He is ready to help you with your tax and financial needs when you partner with Filak CPA.

Toni Krug


Toni is Filak CPA’s Office Manager who keeps the office running smoothly. Toni is super organized and very detail-oriented. She prepares payroll and performs monthly accounting services for our clients. She also handles the billing and accounts receivable for our firm. She has recently completed her business degree at Oakland University.

Linda Coxen


Linda is part of Filak CPA’s administrative staff. Linda is hard working and dedicated to her clients. She prepares payroll services and performs monthly accounting functions for our clients.

Carrie Stec


Carrie is the heart of our administrative staff, and is the first smiling face you will see when you come to the office.  She enjoys getting to know our clients and helping them in a myriad of ways her job requires. Carrie also performs payroll services for her clients.