Business Details
40 Years
experience
Your Trusted Newport Beach CPA Firm for Tax and Accounting Solutions
James Valle has been delivering exceptional financial services since 1986, combining deep expertise in accounting, tax planning, and business advisory with a commitment to personalized client care. Our team of certified professionals brings decades of experience working with both individuals and businesses, including SEC-registered companies listed on major exchanges. We specialize in strategic tax solutions, bookkeeping, divorce mediation with tax expertise, and part-time CFO services tailored to diverse industries. Our firm's unique value lies in our ability to integrate financial planning with operational strategy, supported by advanced technology for secure virtual collaboration.Recognized for our integrity and client-first approach, we serve clients across Orange and Los Angeles Counties while maintaining a global perspective through international market expansion consulting. Our founder's background as a KPMG-trained CPA and MBA holder underscores our dedication to professional excellence and continuous education in evolving tax regulations.
Services
Tax Preparation
Tax Planning
Bookkeeping
IRS Audit Representation
Divorce Mediation
New Business Formation
Strategic Business Planning
Part-Time CFO Services
International Market Expansion
Non-Profit Organizations
Details
- Year established: 1986
Highlights and features
- We have over 30 years of senior executive experience in CPA practice and SEC-registered companies.
- Our team offers virtual services with secure systems for remote collaboration.
- We provide services in both English and Vietnamese.
- Our founder is a KPMG-trained CPA with an MBA from UCLA.
- We support clients through the International Economic Justice League charity.
Services
Tax Preparation
Our professional tax preparation service ensures accurate and timely filing of individual and business tax returns. We identify all eligible deductions and credits while maintaining compliance with current tax codes. Our team uses advanced software to verify calculations and optimize refund timing through electronic filing options.
Tax Planning
We develop customized tax planning strategies to legally minimize liabilities through income deferral, entity structuring, and investment optimization. Our proactive approach combines ongoing tax law analysis with personalized financial planning to maximize after-tax income for individuals and businesses throughout the year.
IRS Audit Representation
Our CPA team provides comprehensive representation during IRS audits, handling all communications and documentation requirements. We work to resolve discrepancies efficiently while protecting client interests, with expertise in both correspondence audits and field examinations. Our goal is to minimize additional tax assessments and potential penalties.
Divorce Mediation
We offer specialized divorce mediation focusing on tax-efficient resolution of financial matters. Our services include asset distribution planning, support calculation analysis, and post-divorce financial strategy. This collaborative approach helps couples achieve mutually beneficial agreements without adversarial court proceedings, typically completing cases within six months.
Bookkeeping Services
Our bookkeeping solutions maintain accurate financial records for small businesses, including accounts payable/receivable, payroll processing, and financial statement preparation. We offer customizable packages that integrate with tax planning and preparation services, using cloud-based systems for real-time access and secure data management.
People
James Valle
Founder and Senior Executive
With over 30 years of senior executive experience, James Valle is a KPMG-trained CPA who has built multiple successful companies from concept to scale. He holds a business administration degree from University of San Diego and an MBA from UCLA.
Questions
What accounting services do you offer?
We provide full-service accounting including bookkeeping, tax preparation, strategic business planning, and part-time CFO services for businesses of all sizes.
How do you handle IRS audit representation?
Our experienced CPAs manage all audit correspondence, minimize tax liability, and handle discussions with auditors to protect your interests during IRS or state tax audits.
What makes your divorce mediation services unique?
Our CPA-led mediation focuses on tax-efficient solutions for asset distribution, spousal support, and financial planning, avoiding costly courtroom battles through collaborative negotiation.
Do you work with international businesses?
Yes, we offer international market expansion consulting and support for businesses navigating cross-border financial and tax complexities.
How can I access your services remotely?
We provide secure virtual services using encrypted video conferencing, document sharing, and accounting software for clients across Orange and Los Angeles Counties.
