James B. Veltri, CPA, MBA, CVA, CFF

Founding & Sr. Tax Partner

Jim Veltri has over 30 years diversified tax and business valuation experience.  As a former Internal Revenue Agent with the IRS, Jim provides his clients with the essential insight and technical knowledge few practitioners in public accounting possess. 

Thorough and proactive when advising clients in business matters such as acquisitions, liquidations and sales, Jim takes a practical approach, employing foresight and creativity when generating action plans.  He consistently places the client's interest as his highest priority. A sample of Jim's extensive business consulting and tax compliance specialties include:  

• Business tax planning & consulting for acquisitions, sales, mergers, liquidations & divestitures

• Divorce & separation engagements                                             

• Trust, estate & gift taxation

• Tax problem resolution

• Forensic accounting

• Business valuation & support services

• Litigation support for both civil and criminal matters, including expert testimony

• Bachelor of Science - Accounting: George Mason University                     
• Master of Business Administration: George Mason University

Professional Affiliations:

• American Institute of Certified Public Accountants
• American Institute of Certified Public Accountants/Forensics & Valuation Section
• Virginia Society of Certified Public Accountants
• National Association of Certified Valuation Analysts