What
We
Provide:
Fixed Price Tax Returns
Fixed Price Tax Returns for all individual and business filing types catered to each unique situation. All pricing is fixed, except in specific situations where the client's situation does not meet the fixed pricing model. Go here to get started.
Customized Accounting Services and Fractional CFO
Services catered to the individual needs of the client ranging from taxes, bookkeeping, consulting, etc. Need a CFO level mindset without the full time CFO cost? This is where Fractional CFO services comes in. Click here to see what services we provide.
Beneficial Ownership Information Reporting
You are required to file identifying information about the individuals who directly or indirectly own or control your company with the Financial Crimes Enforcement Network in order to satisfy requirements under the Corporate Transparency Act. We can help.
We take care of the finances so you can take care of what matters.
We provide unique customized experience where the client receives the needed service at either a fixed or customized price, depending on what better benefits the client. Simply fill out the form, pay your customized price, and look for an email that will give you access to our client portal. This will give you the ability to contact our CPA, and chat about any specific requests or questions. You can also upload all pertinent tax documents, and chat about your return all in a secure environment.
Your Satisfaction Guaranteed
With Daniel Lee CPA, our clients are what matter. Our success is recognized in the satisfaction of our clients. We make our clients what matters, so you can do what matters to you.
Our
Commitment
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Questions?
If you have a question before getting started, use the form below to get in touch.