Business Details
Trusted Accounting & Tax Services in Tustin, CA
James L. Kelly, CPA/ABV operates a dedicated accounting practice in Tustin, California, specializing in providing comprehensive financial solutions for individuals and private business owners. With over two decades of experience, including executive roles as Chief Financial Officer for public and private companies, our practice excels in navigating clients through significant life transitions such as business sales, retirement planning, and family changes. Our services span tax planning and compliance, business valuation, litigation support, and forensic accounting, underpinned by a commitment to personalized service and strategic financial guidance.As an Accredited in Business Valuation (ABV) professional by the American Institute of Certified Public Accountants (AICPA), we combine technical expertise with practical insights to help clients optimize financial outcomes. Our focus on transparency, ethical standards, and client education ensures that individuals and businesses receive tailored solutions aligned with their unique goals. We prioritize building long-term relationships by delivering actionable advice that simplifies complex financial matters and fosters sustainable growth.
Services
Tax Planning
Business Valuation
Litigation Support
Estate Planning
IRS Representation
QuickBooks Assistance
Financial Projections
Debt Advising
Cash Flow Analysis
Employee Benefits Planning
Highlights and features
- We offer 20+ years of experience guiding clients through complex financial transitions.
- Our team includes an AICPA-accredited business valuation specialist.
- We provide tailored solutions for individuals and businesses in Tustin and beyond.
- Our founder has served as CFO for public and private companies.
- We prioritize transparent communication and ethical financial practices.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- California Society of CPAs
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic compliance and opportunity optimization. We analyze current financial situations, project future scenarios, and implement plans aligned with evolving tax laws. Clients benefit from proactive strategies that enhance cash flow while maintaining regulatory compliance.
Business Valuation
We deliver comprehensive business valuations for mergers, acquisitions, estate planning, and divorce proceedings. Our analysis considers market conditions, financial performance, and industry-specific factors to determine accurate valuations. Clients receive detailed reports that support informed decision-making for business transitions.
Litigation Support
Our litigation support services include forensic accounting, economic loss calculations, and expert testimony for legal proceedings. We analyze financial records to uncover discrepancies and provide clear evidence in commercial disputes or family law cases. Clients receive technically sound documentation for court proceedings.
Estate Planning
We help clients create tax-efficient estate plans that ensure smooth asset distribution while minimizing liabilities. Our services include trust establishment, will preparation, and succession planning for business owners. Clients gain peace of mind knowing their financial legacy will be preserved according to their wishes.
IRS Representation
Our IRS representation service provides expert guidance during audits and tax disputes. We communicate directly with tax authorities, organize documentation, and negotiate resolutions on clients' behalf. This service ensures compliance while protecting clients' financial interests throughout the audit process.
People
James L. Kelly
CPA/ABV
James L. Kelly is a Certified Public Accountant with Accreditation in Business Valuation, serving Tustin businesses and individuals since 1995. He specializes in financial transitions, tax strategy, and business valuation.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including bookkeeping, financial statement preparation, payroll processing, and cash flow management tailored to small business needs.
How can you help with tax planning during major life changes?
Our practice specializes in guiding clients through tax implications of life transitions like business sales, retirement, or family changes with strategic planning.
Do you offer business valuation services for mergers or acquisitions?
Yes, we provide detailed business valuation analysis to support mergers, acquisitions, and succession planning with accurate market assessments.
Can you assist with IRS audit representation?
We offer professional IRS representation services to navigate audits and resolve tax compliance issues effectively.
What financial planning tools are available to clients?
Clients receive access to financial projection models, budgeting tools, and personalized QuickBooks assistance for informed decision-making.
Reviews (1)
John U.
Jun 02, 2015
Report
Jim Kelly is a great CPA. Very Competent. Very knowledgeable in ways most CPA's may not be. Understands business and will give great advice.
