We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.


We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.


Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

Lisa Gonzalez, EA, MBA

LISA GONZALEZ is an Enrolled Agent, notary public and professional bookkeeper with an MBA and over 30 years of experience.  She is a Fellow of the National Tax Practice Institute, a member of the California Society of Enrolled Agents, the National Association of Enrolled Agents, a Certified Nonprofit Accounting Professional and on the Los Osos CSD Financial Advisory Committee.