Lee CPAs & Associates LLC provides a broad expertise in local, state, federal, and multi-state tax matters for individuals. We specialize in solving complex business and individual tax situations.

For individuals, estate and business succession are key components of effective tax planning. Lee CPAs & Associates LLC’s Certified Public Accountants consider all aspects of your situation, including short and long term goals, and continually update your financial plans to maximize tax savings.

The professional and friendly staff of Lee CPAs & Associates LLC is highly proficient at meeting all reporting requirements and our work goes well beyond tax preparation. Tax requirements are always evolving and require detailed, up-to-date knowledge. This is where Lee CPAs & Associates LLC excels – keeping clients informed and mapping out innovative tax strategies that “maximize deductions and minimize taxes.”

Lee CPAs & Associates LLC offers the following tax services to individuals:

• Individual Tax Preparation & Planning
• Estate Planning
• Business Succession Planning
• E-Filing
• Audit Representation
• IRS Notices & Collection Issues
• Offer in Compromise
• Installment Agreements
• Collection & Bank Levies
• State Tax Notices & Collection Issues
• Delinquent Tax Return Filing
• Out-of-State Returns
• Review of Prior Year Returns
• Trust Returns
• Business Startup Advice

Our ultimate goal is to add value to your estate by helping you plan the most effective tax strategies available. Contact us to see how we can assist you.