James L. Kelly
SoftDex Corporation
17671 Irvine Blvd Ste 106
Tustin
CA
92780
US
(714)669-8200
(949)951-3089
jimkelly@softdex.com
Re-Defining The Bottom Line
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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.
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. .
Jim graduated from the University Bridgeport with a degree in Accounting. He is a member the AICPA, the California Society of CPAs. Jim was a member of the Orange County Measure M Taxpayer’s Oversight Committee from 2006 to 2012.
Questions? contact Jim Kelly 714-669-8200 or email jim@jimkellyCPA.com
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