Tax Preparation

It’s time to gather information about your income and deductions. Ugh! Compiling tax information is not the most fun thing in the world- but you gotta do what you gotta do, right?

 

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WELCOME

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we’re friendly.

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Services

Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales.
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Our Firm

Our firm’s reputation for providing quality service reflects the high standards we demand of ourselves. We recognize the commitment you made to your business. The selection of the team of professionals to service your business is one of the most important decisions you will have to make. Our high standards, responsive service and specialized staff spell the difference between our firm and the rest.

Free Reports and Newsletters

Reduce your taxes… Make better business decisions… and learn how to grow your wealth by reading our Free Reports on financial strategies for business owners, individuals, and investors. You also get the latest breaking tax saving strategies in our monthly newsletter.

Tools and Resources

Balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you’ll get your tax refund, incorporate your business, get the latest version of QuickBooks, securely send us your accounting files, pickup a previous years tax returns, or simply pay our fees online.

CLIENT TESTIMONIALS

Interested in working with us? Check out some of our client testimonials below!

Karen is awesome!!! I was stressed out about my taxes few days ago and recall how my co-worker bragged about her accountant..so I finally got her information and went to her for help. I didn’t know what to expect but overall it was a pleasant experience and I would definitely go back to her again next year and for all my future needs.

— Thanks Karen!

Karen E. Lee CPA P.A.
6501 Leonardo Street
Coral Gables, FL 33146
(305) 815-1462