Jonathan D. Lea, CPA, EA, Firm Owner

25 years’ experience in accounting for small business and tax preparation.
He specializes in Individual Tax Returns, Audit Resolutions, and Small Business Returns.
In prior positions, he managed tax offices and taught a variety of Tax classes.
He enjoys partnering with clients to solve their tax issues.
He actively listens to client concerns and goes to great lengths to explain tax issues in words that they will understand.
He prides himself on honest, fair, and accurate tax preparation.
Most of his clients have continued to work with him over the years because of the professional relationship based on trust and understanding that provides peace of mind.

Associate Profiles

RON FAROL, EA

Enrolled Agent and Master Tax Advisor

Profile

For over 20 years, Ron has prepared hundreds of personal and business income tax returns for the nation’s top tax preparation company.
As a federally licensed EA (Enrolled Agent) tax practitioner, specializes in taxation with unlimited rights to represent taxpayers before the IRS.
Prior positions included corporate controller, California State Taxpayer Educational Consultant, and senior business tax field auditor.
Worked at year-round office resolving various Federal, multi-state, and other government entities’ letters, correspondences, and compliance issues.
Strategize with clients to ascertain the best solution to specific tax issues and assisted in resolving their potential liabilities to adverse government action.
Expertise in addressing IRS CP letters, payment plans, audit reconsiderations, appeals, penalty abatements, offers- in-compromise, and release of federal and state tax liens.

Professional Credentials

EA (Enrolled Agent) licensed to represent taxpayers before the IRS.
Bachelors of Science in Business with emphasis in Accounting from Long Beach State University.
QuickBooks Online Certified ProAdvisor for business bookkeeping.
Multiple speaking engagements during business summits, career fairs, and government panels.
Assisted taxpayer on their specific tax compliance as the district consultant for the Taxpayer Educational Consultation program.
Recruited auditors, business tax representatives, and tax technicians for government positions.

Professional Associations

Other

Working for the government for more than 18 years.
Through hard work, earned the respect of clients, the public, and the business community.
Client referrals have fueled client base growth.
Retained clients for 20 years with an 85% retention rate.
Enjoys travelling, cruises, music, concerts, road and mountain biking.
Graduated as the class valedictorian and with honors in high school.
Resides in Rancho Peñasquitos, San Diego.
Available year-round to answer your questions anytime, 24/7, as your tax and financial partner.

Regina G. Espina

Regina G. Espina advises clients on a wide range of taxation issues.

More than 20 years’ experience in accounting.
She specializes in Individual Income Tax Returns, Audit Resolutions and Small Business Returns.
In prior positions, she prepared income tax returns for 20 tax seasons with the biggest tax preparation company in the country.
She listens to client concerns and explains tax issues in words that they will understand.
She prides herself on honest, fair and accurate tax preparation.

Professional Credentials:

Professional Affiliations:

Other:

GRACE ANN U. BUDOMO

Enrolled Agent

SUMMARY OF QUALIFICATIONS

Enrolled to Practice before the IRS – EA #107542
Registered Income Tax Preparer for the IRS – File No. 227871
Unrestricted rights to represent taxpayers before the Internal Revenue Service (IRS)
15 Years of excellent and accurate income tax preparation experience
Strong analytical & technical skills
Outstanding customer service and communication skills
Honest, very patient and personable

EDUCATION

BS Degree in Business Administration, University of Sto. Tomas, Manila, Philippines
Continuing Education on Updates of Income Tax Law Changes, Ethics in Tax Preparation and Circular 230

PROFESSIONAL AFFILIATIONS

PERSONAL