Lee & Associates

Our Firm

At Nancy Lee Bolton, CPA, PC, we believe that building long-term relationships with our clients is the key to providing top-quality service. We strive to create a personalized experience for each of our clients by taking the time to understand their unique needs and objectives. With our experienced team of professionals, we work together to ensure that our clients receive the best possible service and results.

Our Services

Our firm offers a wide range of services designed to meet the unique needs of our clients. We provide detailed and thoughtful services that take into account the complexities of our clients' financial and business activities. From income tax planning and preparation to accounting systems consulting, we strive to deliver exceptional results that meet our clients' needs.

Accounting & Tax Services

We offer a variety of services to help our clients achieve their financial goals. These services include:

• Income Tax Planning and Preparation: Our experienced accountants work with our clients to develop a comprehensive tax and financial strategy that takes into account their personal and business needs.
• Accounting Systems Consulting: We help our clients select and set up accounting software that meets their specific needs.
• Clergy Tax Services: We specialize in handling the complex tax returns of clergy and other religious leaders, ensuring that they receive the tax benefits to which they are entitled.

Clergy Tax Services

As a specialized firm, we have significant experience working with clergy and religious leaders. We understand the unique tax challenges they face and are equipped to help them navigate the complex tax laws that apply to their income. Our services include:

• Tax Planning and Compliance: We work closely with our clergy clients to develop a comprehensive tax strategy that takes into account their unique financial and business needs.
• Tax Returns: Our experienced accountants prepare tax returns that accurately reflect the income and expenses of our clergy clients.
• Audit Representation: In the event of an audit, we are prepared to represent our clergy clients and work with the Internal Revenue Service to resolve any issues that may arise.

Location and Contact Information

We are conveniently located in the Colonial Office Campus at 10151 SW Barbur Blvd. Suite 105D, Portland, Oregon 97219-5911. Our contact information is as follows:

• Voice: 503-287-4434
• Fax: 503-287-4434
• Email: cpas@leecpa.com

We hope to have the opportunity to serve you and look forward to speaking with you soon.