James Valle & Company, CPAs
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4540 Campus Dr Suite 118, Newport Beach, CA 92660

Website

More Business Info

BBB Rating

A+

Hours

Regular Hours

Mon - Fri:	8:30 am - 5:30 pm

Extra Phones

Confidential Fax Line: 949-419-6500

Services/Products

Our primary goal is to maximize the wealth of our clients by providing the best of class business consulting, business development, accounting, financial planning, change of life financial planning (e.g., marriage, divorce, death, and major illness), careful tax planning, and compliance. We assist our business clients to obtain financing, including traditional loans, SBA loans, private lending and equity capital raising. This service includes assistance with documentation and negotiation support. Our marquee service is our â€œIn-House CFOâ€ services where we actually become your part-time CFO to assist in all areas of financial and business management. James Valle is the founder and senior executive of the company who leads the "In-House CFP program. He is a licensed Certified Public Accountant with an MBA from UCLA. He has accumulated over 30 years senior executive level experience in his CPA practice, publically traded and privately held companies. He has created many successful companies from the concept stage to significant operations. His industry experience is broad and includes service, manufacturing, defense, aerospace, telecommunications, power generation,transmission,distribution, retail and restaurant industries. James has managed capital raises up to $16 billion. _

Payment method

debit, check, paypal, cash, all major credit cards, travelers checks

Location

Located across the "private jet" parking of Jogn Wayne airport, on Campus Drive. One block west of MacArthur Blvd.

Neighborhood