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Welcome!

Thank you for visiting our website.

Whether you are new to our site, or returning for a visit, we hope to provide you with timely and valuable information. As your personal business partner, we understand your need to save time and will work with you to find effective solutions for your personal and business needs. We strive to build and maintain long-lasting business relationships, and this website is an extension of our commitment to you. If you are looking for a blend of personal service and expertise, you have come to the right place.

The only constant in today's high-tech, high-priority world is change. Everyone and everything is evolving-including your personal and business financial, tax, and accounting requirements. 

On this website, you will find information about my practice, including our list of services. We have also provided you with online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites. Whether you are an individual or business we have years of valuable experience assisting professionals with their tax, accounting, and financial needs.

We look forward to helping you navigate through financial changes affecting you and your family and in Re-Defining Your Bottom Line!

We welcome any questions or comments you may have. Feel free to contact us at any time:

  • Telephone...
  • (714) 669-8200
  • Fax...
  • (714) 669-8202
  • James L. Kelly
  • 17671 Irvine Boulevard, Suite 106
  • Tustin, CA 92780

You can also send us a message directly through the contact page of this website.