Jonathan D. Lea, CPA, EA, Firm Owner

Jonathan D. Lea, CPA, EA, Firm Owner

Master Tax and Financial Planner

  • 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.

Professional Credentials

  • Certified Public Accountant in California and Virginia
  • Enrolled Agent licensed to represent clients before the IRS
  • QuickBooks Advisor
  • BS in Accounting from University of Virginia
  • MS in Tax and Financial Planning from San Diego State University

Professional Associations

  • California Society of Certified Public Accountants
  • National Society of Tax Professionals
  • National Association of Tax Professionals


  • Prior Military Experience
  • Enjoys Movies, History, Travel, and Singing
  • Resident of Mira Mesa

Associate Profiles


Enrolled Agent and Master Tax Advisor


  • 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

  • NAEA (National Association of Enrolled Agents).
  • ISFFA (International Society of Filipinos in Finance and Accounting)
  • Chamber of Commerce Mira Mesa and member of other associations.


  • 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:

  • Enrolled Agent licensed to represent clients before the IRS
  • Licensed Accident, Health and Life Insurance Agent
  • BS in Accounting from Tarlac State University, Philippines

Professional Affiliations: 

  • Mira Mesa Chamber of Commerce
  • International Society of Filipinos in Finance and Accounting (ISFFA)


  • Enjoys listening to music and proud mother of two



Enrolled Agent


  • 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


  • 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


  • Mira Mesa Town Council
  • Mira Mesa Chamber of Commerce


  • Likes to hang out with family and love ones
  • Likes nature, sight-seeing and hiking
  • Avid reader, likes listening to music, gardening and house organizing