Lisa Creal, EA

Lisa Creal, EA

5.0 (5)
2 employees
4 years in business

About this pro

We specialize in individual and business tax preparation. We are a women owned, small business that provides personalized service. 

Run by an Enrolled Agent and Mental Health Professional with experience in counseling, we are very unique.

We are perfectionists and love when we can assist people with their accounting and tax, specifically when we can save our clients money.

We also feel a personal relationship is important.

Read more about this pro


Credentials

Santa Ana, CA 92708
Email verified
Phone verified

5 Reviews

5.0

  • Ryan

    Compassionate!

  • Bruce M.

    Shannon combines compassion, great intellect and uncanny insights into mental health maladies and treatments therein. Her assessment and recommendations of my son have minimized his emotional turbulence and improved his learning capacity. She is truly a caring and committed mental health professional who puts patients first. Strongest endorsement.

  • Sheri F.

    Shannon is an exemplary professional. She’s helped my family tremendously, with two of my daughters serious mental health issues. With Shannon’s guidance navigating through the mental health care system, we were able to get the important care needed. Without Shannon’s assistance, guidance, recommendations, and thoughtful care, the mental health care process would have been beyond our reach. My daughters are doing very well now, and it is partly due to Shannon’s involvement. We are forever grateful to her.

  • Lisa B.

    Professional and compassionate


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FAQs


What is your typical process for working with a new customer?

We meet with our potential clients to discuss their specific needs.


What education and/or training do you have that relates to your work?

EA Enrolled Agent

MS Professional Counseling

BA Latin American Studies

Post Bach Cert in Spanish and Fiducuary Studies 

RADT - Substance Abuse Certification 

Cal State Fullerton - Accounting


Do you have a standard pricing system for your services? If so, please share the details here.

Our fees vary based on the needs of our clients. 


How did you get started in this business?

We are sisters who have worked in our family CPA firm since we were 13 and 14. We have years of experience in accounting and tax. 


What types of customers have you worked with?

Individual and Business accounting and tax. 


Describe a recent event you are fond of.

I recently went to a historic art theater with a girlfriend and saw a classic movie, Mr. Smith Goes to Washington. It was a wonderful evening. 


What advice would you give a customer looking to hire a pro in your area of expertise?

Make sure they are experienced, ethical and give personal service.


What questions should customers think through before talking to pros about their needs?

It is an important relationship, write down notes prior to the first meeting.


Services offered

Accountants Business Tax Preparation Individual Tax Preparation Tax Accountants Tax Preparation Services Bookkeepers Translators CPA Firms