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Frequently asked Questions

Will My Information Be Kept Confidential?

We maintain a corporate policy of strict confidentiality and we have invested in corporate security that meets or exceeds online banking standards. We are diligent about protecting your information and upholding your privacy.


Does This Firm Provide Year-Round Service?

Absolutely. While tax season keeps everyone on their toes, we are here for you 12 months a year. Whether you have a simple tax or bookkeeping question, need help with your crypto investments, or need advice regarding tax implications, feel free to give us a call.


What is a Certified Public Accountant (CPA)?

Certified Public Accountant (CPA) is the statutory title of qualified accountants in the United States who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements for certification as a CPA. In most states, only CPAs who are licensed are able to provide to the public attestation (including auditing) opinions on financial statements.

CPAs function as independent auditors and act as advisors to individuals, businesses, financial institutions, nonprofit organizations, and government agencies on a wide range of finance and tax-related matters.

To qualify for certification and a state license, an individual generally must:

  • Have a college degree or its equivalent

  • Pass the rigorous uniform CPA Examination

  • Meet certain experience or postgraduate study requirements

  • Meet annual continuing education requirements

  • Adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations


Start with a complimentary tax consultation to find out where you are and where you want to be. Call (858) 384-2074 or send a message to get things started.

Unlike other firms, Lisa and her team took the time to understand my complete needs. 
Ian Jensen, Jensen Creative Studio
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