Business Details
Trusted Accounting and Tax Services in Tustin, CA
Kelly Jim, CPA operates a CPA practice in Tustin, California, dedicated to serving individuals and private business owners navigating significant life changes such as divorce, retirement, or business transitions. Our services span tax planning, accounting, financial projections, business valuation, and litigation support, tailored to untangle complex financial situations where personal and business affairs intersect. With expertise in cost-effective financial systems and internal controls, we assist businesses in developing strategic plans and exit strategies.As a Certified Public Accountant and Accredited in Business Valuation by the AICPA, Jim combines decades of experience as a CFO with a commitment to personalized service, ensuring clients receive actionable insights aligned with their unique needs. Our focus extends beyond compliance to proactive financial guidance, including estate planning, debt advising, and IRS representation, while maintaining transparency and trust through referrals to trusted professionals when specialized expertise is required.
Services
Tax Management
Estate Planning
QuickBooks Support
Litigation Support
IRS Representation
Cash Flow Analysis
Business Valuation
Debt Advising
Financial Projections
Payroll Processing
Highlights and features
- We offer over 20 years of CFO experience in financial system design.
- Our team specializes in tax law complexities and business valuation analysis.
- We provide personalized financial strategies for life-changing circumstances.
- We ensure accurate financial reporting and internal control evaluation.
- Our CPA/ABV credentials demonstrate advanced expertise in accounting and valuation.
Associations and certifications
- Certified Public Accountant (CPA)
- Accredited in Business Valuation (ABV)
Services
Tax Management
Our tax management services optimize financial opportunities through strategic planning and compliance. We minimize liabilities while maximizing cash flow by leveraging current tax laws and thorough analysis of client-specific circumstances.
Business Valuation
We provide in-depth business valuation analysis for estate planning, mergers, and sales transactions. Our expertise identifies value drivers and supports informed decision-making for business owners and investors.
Litigation Support
Our litigation support services include financial investigations and damage quantification. We analyze complex records to provide clear insights for commercial litigation, divorce proceedings, and bankruptcy cases.
QuickBooks Support
We offer comprehensive QuickBooks setup, training, and troubleshooting. Our solutions help businesses maximize software efficiency for accurate financial reporting and operational management.
Estate Planning
Our estate planning services ensure smooth asset transfer while minimizing tax burdens. We help clients create tailored strategies that align with their long-term financial goals and family needs.
People
Kelly Jim, CPA
CPA/ABV
Certified Public Accountant with Accreditation in Business Valuation, specializing in financial strategy for life transitions. Former CFO with expertise in business systems and tax law compliance.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, payroll processing, financial statement preparation, and customized QuickBooks support tailored to small business needs.
How can you help with tax planning during major life changes?
We specialize in tax strategies for life transitions like retirement, divorce, or business sales, minimizing liabilities while ensuring compliance with evolving tax regulations.
Do you handle business valuation for mergers or acquisitions?
Yes, we conduct detailed business valuations to determine fair market value, supporting clients in mergers, acquisitions, and succession planning with data-driven analysis.
What litigation support services are available?
Our forensic accounting services include damage calculations, financial investigations, and expert testimony for commercial litigation, marital dissolution, and bankruptcy proceedings.
Can you assist with IRS audit representation?
We provide professional IRS representation, guiding clients through audit processes while addressing compliance issues and resolving tax disputes effectively.
