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Experience and Expertise at Your Service

Founded in 1986, James Valle & Company, CPAs has become a trusted partner for individuals and businesses in Orange County and beyond. Led by experienced Certified Public Accountants (CPAs), our team possesses the expertise and dedication to help you achieve your financial goals.

What Sets Us Apart

At James Valle & Company, CPAs, we prioritize:

  • Individual attention: We take the time to understand your unique needs and concerns.
  • Integrity and transparency: We maintain the highest ethical standards and keep you fully informed throughout the process.
  • Responsive communication: We are committed to providing timely responses and clear explanations.
  • Collaboration and teamwork: Our diverse team brings extensive experience and fresh perspectives to every engagement.

Our Services

We offer a comprehensive range of services designed to meet your diverse needs, including:

Individual Services

  • Tax planning and preparation
  • Investment strategies
  • Divorce planning and mediation
  • Estate and financial planning
  • Business consulting

Business Services

  • Accounting and bookkeeping
  • Strategic planning and consulting
  • Business valuations and litigation support
  • Mergers and acquisitions advisory
  • Payroll processing and compliance

Tailored Solutions for Every Client

We understand that every client is unique. We take the time to tailor our approach to your specific circumstances, goals, and challenges. Our services are designed to be flexible and responsive to your constantly evolving needs.

What Our Clients Say

"James Valle & Company has been an invaluable partner in navigating my complex financial situation. Their expertise and guidance have been truly exceptional." - Client Testimonials available upon request.

Schedule a Consultation Today

Ready to take control of your financial future? Schedule a complimentary consultation with James Valle & Company, CPAs and discover the personalized support you deserve.

Reviews
Positive: Clients appreciate James' expertise, professionalism, and attention to detail, praising his ability to simplify complex concepts and provide excellent services.
Negative: One client had a severely negative experience with James, feeling taken advantage of and overcharged.

Positive Expertise and Attention to Detail

The reviews reveal two strong suits of James, the consultant: his expertise and attention to detail. Many clients appreciate his ability to simplify complex concepts, making it easy for them to understand. His professionalism and care in providing services are also highly praised. James is described as being patient, nice, and willing to help clients with their tax-related questions and concerns. His accounting and consultation services are commended for their excellent quality.

Negative Experiences

On the other hand, there is one particularly scathing review about James' untrustworthy practices. One client, Magnolia V., expresses her outrage and frustration after being overcharged by James and not receiving the services expected. She warns others about the potential risks of working with him.

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