Who are we?
Carol A. Lee, C.P.A. is a Huntington Beach, California based accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. We offer accounting, tax, and a variety of consulting services for small businesses, professionals, and individuals.
Carol A. Lee, C.P.A. has demonstrated professional competence by meeting the higher education and experience standards for the accounting profession. She has passed a rigid national-uniform examination, meeting state licensing, continuing education, and quality review requirements. Her superb staff of accounting professionals provides outstanding service at reasonable rates.
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. We are dedicated to meeting these goals with high standards of excellence and professionalism.
Our professional Tax CPA services will help you achieve the following:
Tax Planning and Preparation
Carol A. Lee, C.P.A. prepares all the following required tax returns to assure that you are paying no more taxes than necessary. Throughout the year, we monitor tax law changes that will affect you, recommend tax-saving strategies, and serve as your advocate in tax matters.
We will act as “sounding boards” for your investment portfolio and suggest the best structure to maximize your after-tax return.
Recordkeeping and Reports
We will design accounting systems to fit your business and personal financial affairs. We also prepare payroll reports, general ledgers, financial statements, and other regulatory reports.
Business Problem Solving
When you start a business, we help you to select the proper organizational structure and help you secure adequate financing. We work with you and your banker, lawyer, insurance agent, and other advisors to solve your new business challenges. If we can’t help you, we have financial partners can.
We can help you set up QuickBooks as well as teach you how to use America's number one accounting software. Your QuickBooks files will easily integrate with our software and make servicing your account easy.
We will compile and/or review your financial statements as needed. We will further helping you effectively use the statements in managing your business to increase your profitability.
Financial and Estate Planning
Carol A. Lee, C.P.A. is your personal financial consultant, working with you to increase your net worth and help you form plans to minimize estate taxes. A total program including an analysis of net worth, investment review, family gifting, trusts, retirement planning, and family business transfers, is available to you to maximize benefits for you and your heirs.
Wait! We’re not done yet. We can also help you succeed with these further Professional Services
Fees for Professional Services
The truth is that each job and each client is unique in their needs. Since our competitive fees are based on the time and expertise required for each engagement, when we meet with you for your financial consultation we will be more able to determine your specific needs and offer you a competent quote
You can also send us a message directly through the contact page of this website.