JAMES MICHAEL CORTEZ

James Cortez is the Managing Principal of Cortez CPA PC, an accounting and tax practice located in Santa Ana, California.

The practice lists services that include tax planning and consulting, income tax preparation, audit representation, IRS correspondence, bookkeeping, and part-time CFO support.

James Cortez is the Managing Principal of Cortez CPA PC, an accounting and tax practice located in Santa Ana, California. The firm serves both businesses and individuals with full-service accounting and tax support, combining tax preparation, planning, and consulting with broader finance and accounting guidance.

The practice lists services that include tax planning and consulting, income tax preparation, audit representation, IRS correspondence, bookkeeping, and part-time CFO support. Its business-facing work is positioned around organized financial records, decision support, and process improvement for clients that need accounting insight beyond routine bookkeeping.

Source facts also note that James Cortez holds CPA credentials and active CPA licenses in California and Texas, with experience across public and private industry, including mortgage, utility, construction, nonprofit, engineering, and professional services settings.