Focus on what counts

James A.J. Revels, CPA, MST

Partner

jrevels@citrincooperman.com
Education

Bachelor of Science in Accounting, Business, and Marketing, Delaware State University

Master of Science in Taxation, Villanova University

Licenses

Certified Public Accountant in the State of Pennsylvania

"I strive to create a competitive advantage for my clients in all the facets of my work with them, whether it's tax services, financial planning, or business consulting."

James A.J. Revels is a tax partner with more than 24 years of experience providing comprehensive, customized, and innovative services in the areas of planning, accounting, auditing, administration, trust, gift, estate, and income tax. He advises a broad range of clients, including early stage corporations, foreign corporations, bio-tech companies, not-for-profit organizations, high net worth individuals, executives, entrepreneurs, owners of closely held entities, and foreign individuals.

Experience

Earlier in his career, Jim was a partner at a local firm and a senior manager at a Big Four firm.

Jim specializes in designing and implementing tax-advantaged estate and financial strategies. As the co-chair of the firm’s Trusts and Estate Practice, he has deep experience providing clients with strategic planning, advice, and government compliance services for all types of trust and estate structures.

As a consultant, Jim advises businesses across all industries, in areas such as Internal Revenue Service (IRS) matter resolution, applications for exempt status, tax research for reporting, debt restructuring, and business reorganization. He is also one of the international liaisons between Citrin Cooperman and Moore Stephens International.

Education & Licenses
Education

Bachelor of Science in Accounting, Business, and Marketing, Delaware State University

Master of Science in Taxation, Villanova University

Licenses

Certified Public Accountant in the State of Pennsylvania

Honors & Awards

James was named one of the 2014 “Top 10 Public Accounting Professionals in Pennsylvania” by the National Academy of Public Accounting Professionals.

Presentations & Publications

Jim regularly writes and contributes to articles on topics such as estate planning, money management, and taxation. His articles have appeared in the Insurance Coverage Law Report, the New York Law Journal, MedCITY News, and State Tax Notes, among other publications. He is frequently engaged to speak on a broad range of subjects, including financial planning, tax changes, and client-advisor relationship management. He has also participated in various radio shows on the KYW News Radio network. In addition, he teaches continuing education courses for the firm and for Citrin Cooperman University, as well as others.

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, Pennsylvania Institute of Certified Public Accountants (PICPA)

Member and Board Member, Philadelphia Estate Planning Council (PEPC)

Community Involvement

James serves on the Board of Directors and as Chairman of its Audit Committee for Exceptional Care for Children (ECC), a pediatric, skilled nursing facility in Delaware.

"I strive to create a competitive advantage for my clients in all the facets of my work with them, whether it's tax services, financial planning, or business consulting."