Our Partnership

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Trusted Advisors Since 1961  |  CPA Experience Spans 125 Years

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James L. Previte, CPA/CFF/PFS MaCC

Vice President, Shareholder

James Previte has over 10 years’ experience concentrating in tax compliance and advisory services for closely-held companies and high net worth individuals. He is Certified in Financial Forensics (CFF), a Personal Financial Specialist, and a current candidate for accredited in Business Valuations (ABV) by the American Institute of Certified Public Accountants. He currently serves as the director of litigation support services for the firm.

Professional Affiliations

  • AICPA Forensic and Valuation Services
  • AICPA Tax Section
  • AICPA Personal Financial Planning (PFP)
  • American Institute of Certified Public Accountants
  • Florida Institute of Certified Public Accountants
  • Puerto Rico Society of Certified Public Accountants

Community Involvement

  • Executive Board READ Lakeland Inc
  • Member Pigfest Lakeland Board of Directors
  • Member FUMC

Personal
Born and raised in Lakeland, James now lives in Bartow with his wife, Kate, and their two sons. He enjoys fishing, scuba diving, mountain biking and spending time with his family.

Designations and Certifications

  • Certified Public Accountant (CPA)
  • Certified in Financial Forensics (CFF)
  • Personal Financial Specialist (PFS)
  • Candidate for AICPA Accreditation in Business Valuations (ABV)

Areas of Special Interest

  • Economic damage quantification for individuals
  • Lost profits and business interruption calculations
  • Valuation for closely held businesses
  • Mergers and acquisitions
  • Corporate restructuring
  • CFO advisory services
  • Advanced retirement planning, ESOP Coordination and NUA Tax Planning

Education

  • Master of Accountancy
    University of South Florida
  • Bachelors in Accounting and Finance
    Florida State University