Our Partnership
Trusted Advisors Since 1961 | CPA Experience Spans 125 Years
James L. Previte, CPA/CFF/PFS
Managing Partner
James Previte has over 15 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 (PFS), and a current candidate for Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants. He currently serves as the managing partner of 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 State Society of Certified Public Accountants
Community Involvement
- Member FUMC Finance Committee Chair, Church Council member, and Outreach Funding member
- Member Alliance for Independence Board of Directors
- Member Pigfest Lakeland Board of Directors, Executive Committee and Treasurer
- Board Member George Jenkins Hockey Club
Personal
Born and raised in Lakeland, James enjoys spending time at the beach with his wife, Kate, and their two sons. He enjoys fishing, mountain biking and is actively involved in local youth soccer and hockey programs.
Designations and Certifications
- Certified Public Accountant (CPA) – Florida and Puerto Rico
- Certified in Financial Forensics (CFF)
- Personal Financial Specialist (PFS)
- Candidate for Accredited in Business Valuation Credential (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 - Bachelor of Science in Accounting & Finance
Florida State University