"Raise Your Expectations" - Expert Accounting Services You Can Trust
At Lee A. White & Associates, we understand that each individual and business is unique, with its own set of financial goals and challenges. That's why we're dedicated to providing personalized service and expert advice to help our clients achieve their financial objectives. With a long history of serving the community, we've established a reputation for excellence, built on a foundation of professionalism, responsiveness, and quality.
Our Services
As a full-service accounting firm, we offer a wide range of services to meet the diverse needs of our clients. Our services are designed to help individuals and businesses manage their finances effectively, make informed financial decisions, and achieve their goals. Whether you're an individual seeking guidance on personal financial planning, retirement planning, or estate planning, or a business seeking assistance with accounting, bookkeeping, or tax preparation, we're here to help.
Services for Individuals
We offer a range of services specifically designed for individuals, including personal financial planning, retirement planning, estate planning, and elder care planning. Our experienced professionals work closely with our clients to understand their financial goals and develop tailored solutions to help them achieve those goals.
Services for Business
Our business services include accounting, bookkeeping, payroll processing, and part-time CFO services. We also offer audits, reviews, compilations, and forensic accounting services to help businesses manage their finances and make informed financial decisions. Additionally, we provide business valuation, business advisory services, financial planning, and succession planning to help businesses achieve their goals.
Tax Services
Our tax services include individual tax preparation, business tax preparation, and estate and trust tax services. We also offer tax planning, tax relief, and IRS representation services to help our clients resolve their tax issues. Whether you're dealing with tax audits, unfiled tax returns, or back taxes owed, we're here to help you navigate the tax system and find a solution that works for you.
Client Focused
At Lee A. White & Associates, we're committed to providing exceptional client service. We take the time to understand our clients' unique needs and goals, and we work closely with them to develop tailored solutions that meet those needs. Our team of experienced professionals is dedicated to providing professional, personalized service and expert advice to help our clients achieve their financial objectives.
Disappointment with Tax Preparation Service
A reviewer, Daniel Normandeau, expressed frustration with the tax preparation service, giving it a rating of 1 star. He mentioned that he has been using the service for years, with the same bank account and address, but was surprised to receive his tax refund in the form of a paper check instead of being deposited directly into his account. Daniel felt that this was a significant oversight, as he had been counting on the refund and now feels that his expectations were not met.
The reviewer went on to state that he wants his money back and is unclear why the service made this mistake. He implied that the service was negligent in its handling of his tax return and that this experience has left a negative impression on him.
Poor Customer Service
Daniel's review highlights the importance of attention to detail and effective communication in customer service. His experience suggests that the tax preparation service failed to meet his expectations and did not provide adequate guidance throughout the process. The lack of transparency and clear communication about the refund options has left Daniel feeling disappointed and frustrated.
In conclusion, this review highlights the importance of reliability and accuracy in tax preparation services. A disappointing experience can lead to lost trust and negative word-of-mouth, which can be detrimental to a business's reputation.

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