Newport Beach CPAs — Serving Clients Since 1986

Financial Clarity.
Strategic Growth.
Total Peace of Mind.

From complex tax strategy and IRS resolution to divorce mediation and CFO-level advisory, James Valle & Company delivers full-spectrum financial expertise for individuals and businesses across Orange County and Los Angeles.

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In Practice Since 1986
SEC & NASDAQ CFO Experience
Bilingual: English & Vietnamese
Why Choose Us

What Sets Us Apart

In Practice Since 1986

Decades of experience navigating tax law, business finance, and complex personal financial situations for clients across Southern California.

Free 30-Minute Consultation

Every new client relationship begins with a complimentary consultation — no obligation, just straightforward answers about how we can help.

SEC & NASDAQ CFO Experience

Our principals have served as CFOs for SEC-registered public companies, giving you access to institutional-level financial expertise.

Founders of a 501(c)(3) Ethics Nonprofit

As founders of the International Economic Justice League, we are publicly committed to ethical practice — not just as a value, but as an identity.

Bilingual: English & Vietnamese

We serve clients in both English and Vietnamese, ensuring precision, clarity, and comfort in every conversation.

Serving Orange County & LA

We proudly support individuals and businesses throughout Newport Beach, Irvine, Costa Mesa, Santa Ana, Orange, and Los Angeles Counties.

Full-Spectrum Expertise

Comprehensive
CPA Services

Our team understands that every situation is as unique as the businesses and individuals involved. We handle everything from accounts processing to multi-million dollar equity financing.

Tax Services
Most Requested

Tax Services for Individuals & Businesses

Comprehensive personal and business tax preparation and planning designed to minimize your liability and keep more of what you earn.

Services For Individuals

IRS Problem Resolution

Audit representation, liens, levies, Offers in Compromise, payment plans, and Innocent Spouse Relief.

Consulting Services

Business Advisory & CFO Services

Strategic planning, part-time CFO/COO, and C-suite financial leadership without full-time cost.

Additional Services

Divorce Planning & Mediation High-conflict financial mediation with compassion and precision
New Business Formation Entity selection, setup, compliance, early-stage strategy
Bookkeeping Services Accurate, organized, timely financial records
Non-Profit Organization Services Compliance, transparency, and financial strength for missions
International Market Expansion Cross-border financial complexity and strategic clarity
Medical, Dental & Non-Profit Industry-specific expertise for specialized practices
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Our Capabilities

Built Different.
Built for You.

SEC-Level Corporate Experience

Our CPAs have served as CFOs for SEC-registered companies on the American Exchange and NASDAQ — bringing institutional-grade financial leadership to your business.

Certified Divorce Mediation

We are qualified to facilitate complex financial negotiations between divorcing couples, including high-conflict cases, with both precision and compassion.

Full IRS Problem Resolution

From audit representation and IRS liens to Offers in Compromise and Innocent Spouse Relief, we stand between you and the IRS so you don't have to face it alone.

Bilingual Service

We proudly serve clients in both Vietnamese and English, ensuring clear, accurate communication when your financial future is on the line.

Secure Virtual & In-Person Service

Meet us at our Newport Beach office or work entirely remotely — our secure video conferencing, screen sharing, and encrypted file transfer systems make it seamless.

Ethics at Our Core

As founders of the International Economic Justice League, a 501(c)(3) nonprofit dedicated to reducing corruption, we hold ourselves to standards beyond mere compliance.

business people shaking hands in meeting
38+
Years of Trusted
Client Service
About the Firm

A Financial Partner
You Can Trust Completely

James Valle & Company, CPAs has been a trusted financial partner for individuals and businesses since 1986. Based in Newport Beach and serving clients throughout Irvine, Costa Mesa, Santa Ana, Orange, and Los Angeles Counties, our firm brings decades of real-world experience to every engagement — from routine tax preparation to multi-million dollar equity financing.

What sets us apart is the depth and breadth of our expertise. Our CPAs have served as CFOs for SEC-registered companies listed on the American Exchange and NASDAQ, and we are formally qualified to facilitate divorce mediation in even the most complex, high-conflict cases.

As founders of the International Economic Justice League, a 501(c)(3) nonprofit committed to reducing corruption and promoting ethical business practices, we hold ourselves accountable to the highest standards. When you work with James Valle & Company, you're gaining a financial partner built on trust, transparency, and a genuine commitment to your success.

Industries We Serve

Medical & Dental Non-Profit Technology Online Retail And More
How It Works

Our Process

1

Schedule Your Free 30-Minute Consultation

Start with a complimentary conversation. Tell us about your situation — no commitment, no pressure — so we can understand what you need and how we can help.

2

We Assess Your Full Financial Picture

We take time to thoroughly review your circumstances, goals, and challenges — whether personal, business, or both — before recommending any course of action.

3

Build a Custom Financial Strategy

Based on your unique needs, we develop a clear, tailored plan — from tax minimization and compliance to dispute resolution, business advisory, or divorce mediation.

4

Execute With Expertise and Precision

Our team handles the details with meticulous care, keeping you informed at every stage and responding quickly when situations evolve or questions arise.

5

Ongoing Guidance for Lasting Results

Financial success isn't a one-time event. We remain your strategic partner, providing proactive advice and continued support as your life and business grow and change.

Start With a Free Consultation
Got Questions?

Frequently Asked Questions

We work with a diverse range of clients including medical and dental practices, non-profit organizations, online retailers, technology companies, and more. We support both individual and business clients across a wide spectrum of industries.

Yes. We provide full IRS representation and resolution services, including audit representation, IRS liens and levies, Offers in Compromise, IRS payment plans, non-filed tax returns, payroll tax problems, and Innocent Spouse Relief.

Divorce financial mediation is a process where a qualified neutral professional helps divorcing couples reach agreements on financial matters — asset division, support, and tax implications. Our CPAs are formally qualified to serve as mediators, including in high-conflict cases.

Absolutely. We are highly effective at remote service delivery using secure video conferencing, screen sharing, and encrypted data transfer systems. We can also meet you at our Newport Beach office or at your place of business.

Our firm serves clients throughout Newport Beach, Irvine, Costa Mesa, Santa Ana, Orange, and Los Angeles Counties. We also serve clients remotely, regardless of location.

Yes. We offer full services in both English and Vietnamese, ensuring clear and accurate communication for all our clients.

Yes. We provide comprehensive new business formation services, including entity selection, financial setup, compliance guidance, and early-stage strategic planning to help you launch with confidence.

The easiest way to begin is to schedule a free 30-minute consultation. You can call us at (949) 419-6500, fill out the contact form on our website, or stop by our office at 4667 MacArthur Blvd, Suite 400, Newport Beach, CA 92660.

Take the First Step

Your Financial Future
Starts With One Call.

Schedule your complimentary 30-minute consultation and discover how James Valle & Company can help you achieve clarity, confidence, and lasting financial success.

Call (949) 419-6500 Email Us

Office Address

4667 Mac Arthur Blvd, Suite 400
Newport Beach, CA 92660

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Phone & Fax

Phone: (949) 419-6500

Fax: (949) 250-3012

Email

info@vallecpa.com