Kelly Jim, CPA

At James L. Kelly, CPA/ABV, we are committed to redefining the bottom line by providing personalized and expert accounting, tax, and litigation support services to individuals and businesses in Southern California. Our team, led by Jim Kelly, CPA/ABV, is dedicated to helping you navigate the complexities of personal and business financial affairs.

Our Mission

As your trusted partner, we strive to build long-lasting relationships with our clients by providing tailored solutions to their unique financial needs. We understand that every individual and business is unique, and we take the time to understand your goals, challenges, and aspirations. Our objective is to empower you to make informed financial decisions, minimize tax liabilities, and achieve your financial objectives.

Services

Our comprehensive range of services includes:

• Tax Management Services: We provide expert guidance on individual and business tax planning, tax preparation, and tax planning strategies to minimize tax liabilities.
• Estate and Trust Planning and Tax Preparation: We help you create a comprehensive estate plan, including wills, trusts, and powers of attorney, tailored to your unique needs and goals.
• QuickBooks Accounting Help and Assistance: We offer expert guidance and support for QuickBooks accounting software, helping you efficiently manage your business finances.
• Employee Benefits, Pension, and Profit-Sharing Plans: We expertly manage employee benefits, pension, and profit-sharing plans, ensuring compliance with regulations and maximizing benefits for employees.
• Financial Projections and Forecasts: We provide expert analysis and forecasting services to help you make informed financial decisions and achieve your business goals.
• Mergers and Acquisitions: We offer strategic guidance on mergers and acquisitions, helping you navigate the complex process and achieve your business objectives.

Our Expertise

Jim Kelly, CPA/ABV, is a seasoned accounting professional with extensive experience in financial planning, tax preparation, and litigation support. He is Accredited in Business Valuation by the American Institute of Certified Public Accountants (AICPA) and has served as a Chief Financial Officer of several public and private companies.

About Us

Jim Kelly operates his own CPA practice in Tustin, California, serving individuals and private business owners. He has a deep understanding of the unique financial needs and challenges that come with significant life events, such as the birth of a child, illness or death of a family member, divorce, selling a business or property, or retirement.

Getting Started

At James L. Kelly, CPA/ABV, we believe in taking the time to understand your unique needs and goals. We invite you to schedule a free consultation to discuss your financial goals and objectives. Contact us today at (714) 669-8200 or email us at jim@jimkellycpa.com.