Jamison & Associates, CPAs
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks
Who they say they serve: construction, real estate, professional services, manufacturing (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Jamison & Associates, CPAs | home page | |
| Website | https://jamisoncpa.com/ | home page | |
| Office locality | Westerville, OH | home page | |
| Phone | +16147941771 | home page | |
| Offers bookkeeping | Documented: ...for Results Skip to content Jamison & Associates CPAS Accounting for Results Trusted Bookkeeping, Tax Preparation & Accounting Services in Westerville, OH Contact Us Client Portal... | home page | |
| Payroll coordination | Documented: ...small business, and medium-sized business accounting needs. From tax preparation to payroll to general business guidance, we have the tools, experience, and track record you need... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...processes. Estate tax preparation Payroll processing Budgeting Succession planning Financial statements Financial management & consulting And more! Who we work with Industries We... | /services | 6 pts (max 6) |
| Industries served (documented) | construction, real estate, professional services, manufacturing | /services | 5 pts (max 5) |
| Software supported | QuickBooks | /team | 5 pts (max 5) |
| Local / remote model stated | Local | /team | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Gail Jamison · CPA (self-reported to the IRS, not a state license) · business name on the record: Jamison & Associates CPAs, Inc. | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Named contact / team | Gail Jamison, Owner | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...Bookkeeping, Tax Preparation & Accounting Services in Westerville, OH Contact Us Client Portal Accounting for Results our firm The team at Jamison & Associates, CPAs, is dedicated... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | home page | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 6 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Accountancy Board of Ohio license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Gail Jamison under the business name 'Jamison & Associates CPAs, Inc.' in Westerville, OH. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Jamison & Associates, CPAs's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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