Soren McAdam
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
Who they say they serve: construction, healthcare, manufacturing, dental (self-reported, from the firm's own website)
1 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 | Soren McAdam | home page | |
| Website | https://www.sorenmcadam.com/ | home page | |
| Office locality | Redlands, CA | home page | |
| Phone | +19097982222 | home page | |
| Offers bookkeeping | Documented: ...associations (IPAs) and health plans. In addition to traditional accounting and bookkeeping services, we also help health care providers design tax strategies and comply with... | /industries/healthcare | |
| Payroll coordination | Documented: ...accounting side, we can provide everything from temporary CFO or controller services to payroll, benefits and QuickBooks support. Additionally, our team also offers comprehensive... | /industries/small-business-services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Read about our story Meet our team Services Audits & Reviews Your trusted resource for financial statement audits, reviews or compilations. Learn more ➞ Tax Services Our CPAs can... | home page | 6 pts (max 6) |
| Industries served (documented) | construction, healthcare, manufacturing, dental | home page | 5 pts (max 5) |
| Software supported | QuickBooks | /industries/not-for-profit-organizations | 5 pts (max 5) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Jason Brent Lewis · CPA (self-reported to the IRS, not a state license) · business name on the record: Soren McAdam LLP | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Onboarding described | Documented: At the start of every engagement, our team will meet with you to discuss the scope and goals for your controllership needs. | /services/accounting-services Sep 28, 2026 | 4 pts (max 4) |
| Named contact / team | Jason B. Lewis, CPA | home page | 3 pts (max 3) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 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); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Soren McAdam' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; 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); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: California Board of Accountancy 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 Jason Brent Lewis under the business name 'Soren McAdam LLP' in Redlands, CA. 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.
Data limitations
- 20 of 22 evidenced items come from Soren McAdam's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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