We make our clients what matters, so you can do what matters to you.
At Daniel Lee CPA, we believe that accounting services shouldn't be complicated. That's why we've created a system that's efficient, fair, and practical. Our team of experienced accountants and bookkeepers are dedicated to providing customized accounting services that meet the unique needs of our clients.
Our Mission
Our mission is to provide personalized accounting services that allow our clients to focus on what matters most to them. We believe that every individual and business deserves access to accurate and timely financial information, which is why we offer a range of services designed to meet the unique needs of our clients.
Services
At Daniel Lee CPA, we offer a variety of accounting services designed to meet the unique needs of our clients. Our services include:
- Fixed Price Tax Returns: We offer fixed-price tax returns for individuals and businesses of all sizes. Our experienced accountants will prepare your tax returns quickly and accurately, allowing you to focus on what matters most to you.
- Customized Accounting Services: Our experienced accountants and bookkeepers provide customized accounting services tailored to the unique needs of our clients. From financial statement preparation to budgeting and forecasting, we have the expertise to help you achieve your financial goals.
- Fractional CFO Services: Do you need a CFO-level mindset without the full-time cost? Our fractional CFO services provide access to expert financial guidance and support without the burden of a full-time CFO.
- Accounting Outsourcing: Our accounting outsourcing services provide a cost-effective solution for businesses and individuals looking to outsource their accounting needs.
Beneficial Ownership Information Reporting
Are you required to file identifying information about the individuals who directly or indirectly own or control your company with the Financial Crimes Enforcement Network (FinCEN)? Our experienced accountants can help you navigate the new Beneficial Ownership Information Reporting Rule, which goes into effect on January 1, 2024.
About Our Team
Our team of experienced accountants and bookkeepers are dedicated to providing exceptional service to our clients. With years of combined experience in accounting and bookkeeping, we have the expertise to help you achieve your financial goals.
Get Started
Ready to get started? Simply fill out the form on our website, 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, chat about any specific requests or questions, and upload all pertinent tax documents in a secure environment.
Reviews Summary
Daniel Lee's Professional Services
Daniel Lee, a certified professional accountant, has received exceptional reviews from satisfied clients. His expertise and dedication to his work have earned him a perfect score of 5 stars from two reviewers.
Professionalism and Communication
Reviewers have praised Daniel's professionalism, honesty, and communication skills. He is described as "professional, honest, and communicative" by Joseph S., who was impressed by his thorough explanations and clear guidance throughout the process. Naser Tamimi also commended Daniel's professionalism in handling both his business and personal tax matters.
Competitive Pricing and Services
Both reviewers praised Daniel's competitive pricing, with Joseph S. noting that his pricing was "beyond competitive and REASONABLE." Daniel's pricing was significantly lower than other ERC agencies, which were charging double the amount.
Results-Oriented and Highly Recommended
Joseph S. credited Daniel with helping him recover ERC funds and improve his business's financial health. Naser Tamimi highly recommended Daniel for both business and personal tax matters. Overall, both reviewers gave Daniel the highest possible rating and expressed their highest recommendation for his services.
Conclusion
Daniel Lee's exceptional review count and ratings demonstrate his expertise, professionalism, and commitment to providing excellent service. His clients value his expertise, transparency, and competitive pricing, making him an excellent choice for individuals and businesses seeking accounting services.
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