James Valle & Company, CPA’s

Specialties

MISSION

Our mission is to maximize the net worth of our clients through proven management advisory services, strong financial reporting, and effective tax planning.

Nearly 100% of divorces involve financial issues. The vast majority of divorce attorneys are not trained in financial matters. We are CPAs specially trained in mediation, tax and financial management. We can help each party minimize their tax and maximize their wealth, despite the hardships caused by divorce. As a CPA/​MBA with extensive business management skills I can easily understand the inner workings of a family business and can assess valuation and operational requirements.

Services For Individuals

–Divorce mediation

–Personal Financial Planning

–Estate Planning

–Elder Care

Business Services

–Small Business Accounting

–QuickBooks Services

–Why Quickbooks

QuickBooks Setup

QuickBooks Training

QuickAnswers

QuickTuneup

–Payroll

–Audits — Reviews — Compilations

–Cash Flow Management

–Bank Financing

–Business Valuation

–Strategic Business Planning

–Succession Planning

–New Business Formation

–Non-​Profit Organizations

–Internal Controls

Tax Services

–Tax Preparation

–Tax Planning

–Tax Problems

–IRS Audit Representation

–Non-​Filed Tax Returns

–Back Taxes Owed

–Payroll Tax Problems

–IRS Liens

–IRS Levies

–IRS Wage Garnishment

–IRS Seizures

–Offer In Compromise

–IRS Payment Plan

–Bankruptcy

–Innocent Spouse Relief

Call us for a FREE consultation!

History

Established in 1986.

James Valle has been a California certified public accountant for over 35 years. He established his practice immediately following a successful career with KPMG in Newport Beach, California.

Meet the Business Owner

James V.

Business Owner

James Valle is the founder and senior executive of the company. He has accumulated over 30 years senior executive level experience in his CPA practice, publically traded and privately held companies. He has created many successful companies from the concept stage to significant operations. His industry experience is broad and includes service, manufacturing, defense, aerospace, telecommunications, power generation/​transmission/​distribution, retail and restaurant industries.

Mr. Valle’s goal is to create wealth for his clients by leveraging his vast industry experience in strategy and operations with his firm’s solid foundation of tax, accounting, and finanacial planning, The combined resources of his firm enable James Valle & Company, CPA’s to become a valued partner assisting their clients in increasing their profitability and maximizing individual wealth.

James Valle is a KPMG trained, California Certified Public Accountant. He holds an MBA from UCLA