Jim Kelly operates his own CPA Practice in Tustin 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 may include 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. Our expertise ranges from basic tax management and accounting services to more in-depth services such as financial planning, business valuation, and litigation support.
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.
In addition to being a Certified Public Accountant, Jim is Accredited in Business Valuation by the American Institute of Certified Public Accountants (AICPA). He graduated from the University Bridgeport with a degree in Accounting. He is a member the AICPA and the California Society of CPAs.