About Us

James D. Anderson, CPA

James D. Anderson, CPA provides expert business advisory, taxation, and accounting services in Newport Beach. We conduct high-quality performance analysis and business consulting as well as tax and accounting assistance. Our firm is your partner in growing your business, standing beside you when you need us most.

Call our firm for a consultation and quote.


James Anderson, CPA, has extensive experience assisting clients in growing small to medium-sized businesses. We make accounting and taxation easy to understand, as well as develop areas throughout your business where you can improve efficiency and legally reduce costs. Our focus is towards strategizing a customized plan that suits your business’s needs.

Having earned his Master’s in Business Administration, James Anderson and his team have the expertise needed to provide valuable advisory assistance and business analysis. Anderson takes his education seriously, regularly seeking out additional courses to expand his knowledge base. Together with his clients, we ensure the administrative as well as financial process remain in compliance with the latest laws and operate efficiently.

Our goal as certified public accountants is to help your business succeed in all matters, including its delivery of services and goods as well as profit and cost management. We do this by providing hands-on administration and accounting services, such as cleaning up general ledgers, walking you through developing a proper budget, and eliminating unnecessary expenses. We meet with clients on a monthly or quarterly basis depending on your needs, always staying up to date with the direction of your business ventures.


James D. Anderson, CPA remains an authority on business administration, accounting, and taxation processes. We strive to achieve the gold standard when it comes to performing our services for clients. This ensures that the businesses we help maintain their level of production while maximizing their profits and legally limiting liabilities.

We stand beside you every step of the way, from beginning business formation to developing an effective estate succession plan.

Our clients are medical professionals, real-estate developers, lawyers, contractors, insurance companies, and other small to medium-sized business owners.

Our dedication and loyalty to our business clients are second to none. Clients have been with James D. Anderson, CPA for over 49 years, trusting us to produce quality results year in and year out.


With over 49 years of experience in the field of accounting and taxation, James Anderson, CPA, can provide you with the

Call our Newport Beach firm and set up an initial consultation to find out how James D. Anderson, CPA can help your business achieve consistent success.

Let Us Help:

Dear Friend,

I have a feeling I know why you’re reading this right now.

You need more time in your day. Running a business is extremely demanding, and there just isn’t enough time in the day to keep all the plates from spinning out of control. And what you need most right now is more proactive help with your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal. Am I close?

We get it. We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy and all of the myriad components of an effective financial system for a business.

Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to pass the baton of accounting to another expert team so your expert team can focus on what they do best: making sales and taking care of customers.

Or are you just starting your business and want to start things off on the right foot?

Whatever the reason, we want you to know that our team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries—discreetly and expertly handling the ongoing financial management of tax burdens, payroll, bookkeeping, and other comprehensive accounting services while providing expertise in business planning, coaching, and strategic consulting that many businesses need.

Because here’s a certain truth as it relates to taxes and your business: the State and Federal Government would love to have more of your business’ hard-earned money in their accounts. And yes, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year.

It doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require, just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books, feeling guilty about the time you should be devoting to keeping your business profitable.

In fact, to help you find answers to your questions, I’ve compiled some resources in the last couple of years, for business people like you, in response to the specific tax and accounting questions I’ve received from my clients.

Click the button above to take your first step. And of course, feel free to poke around our site and discover why I’ve been called “The Most Trusted CPA in the Orange County Area.”

Talk again soon,

James D. Anderson, CPA

PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because they’re not your standard “tax tips”.

PPS — Already want to come in? I don’t blame you … many people are fed up with trying to manage their financials on their own. Our schedule is very full … but if you call us at 949-720-1090 or Email Us, we’ll give you two options for coming in right away. We will NOT make dealing with an accountant as painful as dealing with your books has already been!

Contact Us


Our firm provides outstanding service to our clients because of our dedication to our underlying principles.


We are a full-service CPA firm licensed in CA. We are affordable, experienced, and friendly.


We offer a broad range of services for business owners, executives, and independent professionals.