Business Details
Trusted Accounting Services in Newport Beach, CA
Lee & Associates Accountancy has been a trusted leader in financial planning for clients seeking proven investment strategies to achieve their financial goals. Our expertise spans from basic tax management and accounting services to in-depth audits, financial statements, and strategic planning. We serve businesses of all sizes and individuals, offering personalized guidance tailored to unique needs. With over a decade of experience in Los Angeles, Orange County, and the Inland Empire, our team of certified professionals brings deep industry knowledge and a commitment to excellence. We prioritize client relationships, ensuring transparency, accuracy, and peace of mind through services like monthly profit-and-loss statements, IRS audit representation, and business entity setup.Our mission is to empower small and medium-sized businesses to grow by delivering affordable, high-quality accounting solutions. By combining rigorous professional training with a client-centric approach, we help clients navigate complex tax laws, optimize financial performance, and build long-term wealth. Our services extend to non-profit organizations, payroll management, QuickBooks support, and virtual CFO services, ensuring comprehensive financial guidance. We emphasize convenience, offering on-site visits and free consultations to address client needs proactively. Our dedication to continuous learning and industry compliance ensures clients receive up-to-date advice and strategies aligned with evolving financial landscapes.
Services
Small Business Accounting
Payroll Services
Tax Services
QuickBooks Services
Personal Financial Planning
Virtual CFO
Business Valuation
Non-Profit Advisory
Highlights and features
- We offer over 10 years of experience in accounting services.
- Our team consists of certified experts with extensive industry knowledge.
- We provide personalized financial planning tailored to your unique needs.
- Our services include free initial consultations and competitive pricing.
- We ensure peace of mind with accurate tax reporting and compliance.
Associations and certifications
- AICPA
- California CPA Society
Services
Tax Services
Our Tax Services provide comprehensive planning, preparation, and audit representation for individuals and businesses. We ensure compliance with evolving tax laws, maximize deductions, and minimize liabilities through strategic planning. Clients benefit from accurate filings, electronic submission, and expert guidance to optimize financial outcomes.
Payroll Services
Payroll Services include tax reporting, direct deposits, and compliance with federal and state regulations. We handle wage calculations, employee inquiries, and tax filings to save businesses time and reduce errors. Clients receive detailed reports and support for audits, ensuring seamless payroll operations.
Small Business Accounting
Small Business Accounting covers bookkeeping, financial statements, and bank reconciliation. We maintain accurate records, track cash flow, and prepare budgets to help businesses monitor performance. Services include monthly reporting and strategic consultation to support informed decision-making.
Personal Financial Planning
Personal Financial Planning focuses on retirement, college, and estate planning, along with investment strategies. We create customized roadmaps to manage risk, build wealth, and ensure long-term financial security tailored to individual goals and risk tolerance.
QuickBooks Services
QuickBooks Services include setup, training, and system optimization for efficient financial management. We tailor configurations to business needs, ensuring accurate tracking and reporting. Clients receive ongoing support to resolve issues and maximize software capabilities.
People
Ella H. Lin
CPA, MST
Ella H. Lin is a certified public accountant with over 10 years of experience in accounting and tax services. She specializes in supporting businesses in Los Angeles, Orange County, and the Inland Empire, offering expertise in financial planning and compliance.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll, tax planning, and QuickBooks support tailored to small businesses' needs.
Do you specialize in non-profit organization accounting?
Yes, we assist non-profits with fund accounting, tax compliance, and financial reporting to meet regulatory requirements.
How can your tax services benefit my business?
Our tax services ensure compliance, minimize liabilities, and provide audit representation to protect your business.
What areas do you serve?
We serve Newport Beach, Los Angeles, Orange County, and the Inland Empire.
Do you offer free consultations?
Yes, we provide free initial consultations to discuss your accounting and financial planning needs.
