Lee & Associates Accountancy

Accountant in Fullerton, CA
Accountant in Fullerton, CA We're a complete-service accounting company committed to delivering our customers with professional, personalized services and guidance in a huge array of financial and business requirements. For years, Lee & Associates Accountancy has been delivering quality, personalized financial guidance to local businesses and individuals. Lee & Associates Accountancy's expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Contact Details

Address
2501 East Chapman Avenue # 100
Fullerton, CA
92831
Phone
Driving Directions

From Website

Personal Financial Planning
read moreIt's easy to get caught up in all of the activities and responsibilities of our day-to-day lives. And yet we need to think about the future, especially with respect to our financial well-being. For a modest investment of your time to help us get to know you and the life you want to create, we'll help you craft a financial roadmap to meet your obligations, manage risk, and build wealth. Most of us look forward to the day when we have the means to bid farewell to our current occupations and explore new horizons.
Small Business Accounting
read moreBusinesses of all shapes and sizes depend on accurate, insightful financial information to manage their day-to-day operations, capitalize on opportunities, and sustain profitability. We lend our expert support to meet your accounting needs so that you can focus your time and energy on building a strong business. We'll create and maintain a chart of accounts to capture all of your financial transactions, provide the right information to manage your business, and prepare federal, state, and local tax returns.
QuickBooks Services
read moreWe provide an array of services to help you set up your business on QuickBooks and get the most out of your investment. Although QuickBooks is very easy to use, it takes a bit of expertise and foresight to design the system for maximum benefit and effective control. Moreover, a new system set-up or conversion presents the opportunity to address long-standing gaps, inefficiencies, and annoyances. You don't do it often, so you might as well do it right! Whether you've engaged us to help with your implementation or you simply need a refresher course on the system, we can provide training on using QuickBooks to manage your business.
Payroll Services
read moreManaging the employee payroll is not a simple matter of calculating the amounts due, writing checks, and handing them out. There's a host of government reporting and recording keeping requirements that comes with the job. And there are adverse consequences if you get it wrong. You'll avoid penalties associated with payroll tax calculation errors or missed filing deadlines. You'll receive comprehensive reporting to help manage your business and attend to any special requirements. We offer three payroll service options to meet the needs of different business owners and non-profit clients.
Tax Services
read moreTax law is a complicated affair that changes with each season. Through rigorous professional training and routine participation in industry briefings, we sustain mastery of the current tax law, complex tax code, and new tax regulations. This discipline enables us to offer a full range of tax planning, preparation, and support services. Are you anxious about filing your on tax returns? Even a simple return may require multiple forms. The instructions often evoke more questions than answers. While a computer software program may help, there's no substitute for the quality of service and advice you'll receive from an experienced tax professional.
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