Business Details
40 Years
experience
Trusted Accounting and Tax Services in Newport Beach
James Valle, CPAs has been delivering exceptional financial services since 1986, combining deep industry expertise with personalized client care. Our team of certified professionals specializes in tax planning, accounting, and business advisory services, serving diverse clients across medical, dental, technology, and nonprofit sectors. With over 30 years of executive-level experience, including roles as CFOs for SEC-registered companies, we provide strategic guidance for business growth and individual wealth maximization.Our commitment to ethical practices is demonstrated through founding the International Economic Justice League, a 501(c)(3) charity promoting ethical business standards. We offer multilingual support in Vietnamese and English, utilizing secure virtual systems for seamless remote collaboration while maintaining offices in Newport Beach, California.
Services
Tax Services
Bookkeeping
Consulting
Divorce Mediation
New Business Formation
Details
- Year established: 1986
Highlights and features
- We have over 30 years of executive-level accounting experience with SEC-registered companies
- Our team offers multilingual support in Vietnamese and English
- We provide secure virtual accounting services with nationwide capabilities
- Our firm founded the International Economic Justice League charity
- We specialize in complex IRS tax problem resolution
Services
Tax Services
Our comprehensive tax services include preparation, planning, and problem resolution for individuals and businesses. We specialize in complex IRS matters like tax liens, levies, and audit representation. With certified CPAs handling your case, we ensure compliance while maximizing tax savings through strategic planning.
Bookkeeping
We provide accurate bookkeeping services maintaining precise financial records for businesses of all sizes. Our systems track accounts payable/receivable, payroll processing, and financial reporting. This foundational service supports informed business decisions while ensuring regulatory compliance through organized financial documentation.
Consulting
Our consulting services offer strategic guidance for business growth and financial optimization. We provide market expansion strategies, cash flow management, and part-time CFO services. With expertise in SEC filings and international business operations, we help companies navigate complex financial landscapes while developing sustainable growth strategies.
Divorce Mediation
We specialize in financial aspects of divorce mediation, including asset division and tax implications. Our certified mediators handle high-conflict cases with professional neutrality. We provide comprehensive financial analysis to support fair settlements while minimizing emotional stress through structured mediation processes.
New Business Formation
Our new business formation services guide entrepreneurs through entity selection, registration, and financial setup. We provide strategic planning for startups, including tax structure optimization and financial forecasting. With experience across multiple industries, we help establish strong financial foundations for long-term business success.
People
James Valle
Founder & Senior Executive
James Valle is a KPMG-trained CPA with 30+ years of executive experience across diverse industries. He holds a business administration degree from University of San Diego and an MBA from UCLA. His expertise spans financial strategy, business growth, and ethical leadership.
Questions
What accounting services do you offer for businesses?
We provide bookkeeping, financial reporting, part-time CFO services, and strategic business planning for companies of all sizes.
Do you handle complex IRS tax problems?
Yes, we specialize in resolving tax liens, levies, audits, and back tax issues for individuals and businesses.
Can you assist with international business expansion?
Our firm offers market entry strategies and financial guidance for companies expanding into international markets.
What divorce mediation services are available?
We provide financial mediation services including asset division, tax implications, and settlement negotiations for divorcing couples.
Do you offer virtual accounting services?
Yes, we provide secure virtual accounting solutions with encrypted communication and data transfer capabilities.
