James Previte has decades of experience providing tax compliance and advisory services to closely held companies and high-net-worth individuals. His work encompasses strategic tax planning, business and transaction consulting, and comprehensive financial planning and analysis. Previte is Certified in Financial Forensics (CFF) and a Personal Financial Specialist (PFS), and he is currently a candidate for the Accredited in Business Valuation (ABV) credential from the American Institute of Certified Public Accountants (AICPA). Previte has experience leading strategic initiatives, guiding client service teams and fostering long-term relationships built on trust and technical expertise.
Professional Associations:
- Member, American Institute of Certified Public Accountants (AICPA)
- Member, AICPA Forensic and Valuation Services Section
- Member, AICPA Tax Section
- Member, AICPA Personal Financial Planning Section
- Member, Florida Institute of Certified Public Accountants (FICPA)
- Member, Puerto Rico State Society of Certified Public Accountants
Community Activities:
- Executive Committee, Investment Committee Chair, First United Methodist Foundation
- Executive Committee, Audit Committee Chair, GiveWell Community Foundation
- Executive Committee, Finance Committee Chair, Alliance for Independence
- Executive Committee, Treasurer, Lakeland PigFest Inc
- Board Member, Lakeland Chamber of Commerce
- Board Member, George Jenkins Hockey Club
Education:
- Master of Accounting, University of South Florida
- Bachelor of Science in Accounting and Finance, Florida State University
