Jim Kelly operates his own CPA Practice in Mission Viejo California serving the needs of individuals and private business owners, with special emphasis on supporting clients and their families going through a significant change in circumstances. This we call "The Cycle of Change". . This includes the birth of a child, illness or death of a family member, divorce, selling a business or property, or retirement. Services provided range from maintaining personal and business financial records to tax planning and tax return preparation.
Jim has served as a Chief Financial Officer of several public and private companies and is uniquely able to assist the business owner in establishing cost-effective business information and financial reporting systems and in evaluating internal controls consistent with the size and the needs of the business, and in developing business plans and exit strategies. .
Jim graduated from the University Bridgeport with a degree in Accounting. He is a member the AICPA, the California Society of CPAs. Jim has been a member of the Orange County Measure M Taxpayer’s Oversight Committee Since 2006.