Our vision is to be the premier trusted partner helping our clients to achieve their goals.
Our mission is to maximize the net worth of our clients through proven management advisory services, strong financial reporting, and effective tax planning.
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. 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.
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. The combined resources of his firm enable James Valle & Company, CPAs to become a valued partner assisting their clients in increasing their profitability and maximizing individual wealth.
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.