Business Details
Trusted Accounting and Tax Services in Tustin, CA
Kelly Jim, CPA operates a dedicated accounting practice in Tustin, California, specializing in serving individuals and private business owners navigating significant life transitions. With extensive experience as a Chief Financial Officer for public and private companies, we provide tailored solutions for tax planning, business valuation, litigation support, and financial strategy. Our expertise extends to establishing efficient financial reporting systems, evaluating internal controls, and developing exit strategies aligned with business needs.Accredited in Business Valuation by the American Institute of Certified Public Accountants (AICPA) and a graduate of the University of Bridgeport with a degree in Accounting, we combine technical proficiency with personalized service. As members of the AICPA and the California Society of CPAs, we prioritize client education, ethical standards, and proactive financial guidance to help clients achieve long-term stability and success.
Services
Tax Management
Estate Planning
QuickBooks Help
Litigation Support
Accounting Services
IRS Representation
Employee Benefits
Cash Flow Analysis
Business Valuation
Debt Advising
Highlights and features
- We provide personalized tax planning strategies tailored to life transitions.
- Our team offers AICPA-accredited business valuation expertise.
- We specialize in QuickBooks setup and optimization for small businesses.
- Our litigation support services deliver precise financial analysis for legal cases.
- We maintain rigorous compliance with IRS and state tax regulations.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
Services
Tax Management Services
We guide clients through tax planning and preparation, minimizing liabilities while maximizing cash flow. Our team stays current with evolving tax laws to optimize opportunities for individuals and businesses. By analyzing receipts, bills, and notices, we ensure compliance and strategic financial positioning aligned with long-term goals.
Business Valuation
Our AICPA-accredited business valuation services identify key drivers of company value for estate planning, mergers, or sales. We analyze financial statements, market conditions, and ownership structures to deliver accurate assessments. This helps clients make informed decisions about transactions, partnerships, or succession planning with confidence.
Litigation Support
We provide expert financial analysis for legal disputes, including commercial litigation, divorces, and bankruptcies. Our services quantify economic losses, investigate fraud, and clarify complex financial records. Attorneys and clients rely on our precise reporting to support case strategies and courtroom testimony with credible data.
QuickBooks Assistance
Our QuickBooks experts offer setup, training, and optimization for small businesses. We ensure proper configuration of charts of accounts, payroll systems, and reporting tools to maximize software efficiency. Ongoing support includes troubleshooting, financial statement preparation, and integration with broader accounting processes.
Estate and Trust Planning
We help clients create tax-efficient estate plans to transfer assets while minimizing liabilities. Services include trust administration, will guidance, and probate support. Our approach ensures compliance with evolving tax regulations while honoring individual wishes for asset distribution during times of loss.
People
James L. Kelly
CPA/ABV
James L. Kelly is a Certified Public Accountant accredited in Business Valuation by AICPA. With CFO experience at public/private firms, he specializes in tax strategy, business valuation, and financial planning for life transitions. He graduated from the University of Bridgeport with an Accounting degree and serves as a trusted advisor to individuals and businesses in Tustin, CA.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, payroll processing, and accounting system setup tailored to small business needs.
How can you assist with business valuations?
Our AICPA-accredited valuations analyze financial data, market conditions, and ownership structures to determine accurate business worth for sales, mergers, or estate planning.
Do you handle IRS audit representation?
Yes, we offer professional IRS audit support to guide clients through the process and resolve tax authority inquiries effectively.
What tax planning services are available for individuals?
We optimize tax strategies for life events like retirement, property sales, or family changes to minimize liabilities and maximize refunds.
Can you help with QuickBooks setup and training?
We offer personalized QuickBooks installation, configuration, and training to improve financial management efficiency for small businesses.
