Services we offer Tax and Financial Planning Financial Record Keeping Tax Return Preparation Legal Support Business Asset Valuations Business Advisory Services We can assist you with a broad range of services to assist you in managing your personal and business financial affairs. Our objective is to help you streamline the process as you deal with day to day financial issues, as well as guide you through the broader challange of planning your financial future, including your children's education, your retirement, and tax and estate planning.  These can be complex issues to deal with. Often one's business and personal financial affairs are intertwined adding to this complexity. However, they are easier to tackle when you are prepared and have developed a plan and strategy. Thats where we can help!  On the next several pages you can see more detail regarding our tax, litigation support, and business valuation offerings. If I cannot personally help you with a particular issue I can help you define the requirement and refer you to the appropriate professional, such as lender, attorney, insurance agent, or benefits specialist.         Questions? contact Jim Kelly 714-669-8200 or email jim@jimkellyCPA.com