Reviews for James Valle & Company, CPAs

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  • Dec 2017

    I was referred to Jim by my business school network (UCLA) - I had a list of 30 CPAs to contact but the referral for Jim was so passionate and so positive that I decided to hire him for my personal and business taxes. I'm now the one giving him the raving referrals! He is one of the most thorough and patient people I've ever met in my life. I find myself turning to him for advice well beyond what I ever would have expected - decisions that are crucial to my business' success (like whether we should switch from an LLC to a Corp) and to my personal happiness (like questions about my first mortgage). I trust his expertise and judgment through and through. I never would have thought that one of my most trusted business advisors would have been my CPA but Jim is indeed all that and more.

  • Dec 2016

    I am a young, independent contractor attorney. I was looking for a good CPA who could assist me with apportioning and paying my taxes as a 1099 IC. I had a few meetings with other CPAs and was not happy with the minimal information and lack of professionalism. Then I met James and Shirley! Not only did Jim agree to meet me on a weekend, but his care, professionalism, and confidence in his practice made me sign right away. I look forward to a long and fruitful business relationship.

  • Nov 2015

    I got their groupon listed for $475(value $950). This is a good deal that let me choose it. James is helped me a lot with the tax return. He fulfills a lot passion on his work. I would highly recommendation this place to my friends and family.

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From James Valle & Company, CPAs

James Valle is the founder and senior executive of the company. He has accumulated over 30 years senior executive level experience in his CPA practice, publicly traded and privately held companies. Mr. Valle's goal is to create wealth for his clients by leveraging his vast industry experience in strategy and operations with his firm's solid foundation of tax, accounting, and financial planning. James Valle is a KPMG trained, California Certified Public Accountant. He holds an undergraduate degree in Business Administration with an emphasis in accounting from the University of San Diego and an MBA from the University of California in Los Angeles.

Hours

Monday: 9:30AM - 6:30PM
Tuesday: 9:30AM - 6:30PM
Wednesday: 9:30AM - 6:30PM
Thursday: 9:30AM - 6:30PM
Friday: 9:30AM - 6:30PM
Saturday: ClosedSunday: Closed

Tips

women-owned offers military discount open to all

Ratings

BBB BBB: A+

James Valle & Company, CPAs

4667 MacArthur Blvd Suite 400, Newport Beach

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