The Woodlands, TX CPA Firm

Dana Lee CPA LLC is the right The Woodlands, TX CPA firm for business owners, real estate investors, and their businesses.

We are a forward-thinking firm and our passion is to help our clients to understand their tax situation, to minimize their taxes through careful tax planning and well-thought tax strategies coordinated at both the business level and individual level, and to provide our clients the peace of mind that not only they are in compliance, but they don’t pay more taxes than they should.

We want to be your trusted advisor throughout the year, not only a tax preparer at tax time. We will educate and guide you to ensure you secure the most tax savings now and in the future.

For the modern business owner, we offer comprehensive services that include monthly or quarterly bookkeeping or accounting services, quarterly estimated tax calculations, monthly or quarterly sales tax returns, year-end federal and state tax reporting, as well as year-round tax strategies that deliver measurable results. We will teach you the best business practices that apply to your business, we will educate you on how to be audit proof and we will help you make informed business decisions, so that you can avoid the tax traps that you might not be aware of.

For the modern real estate investor, regardless if having long-term rentals or properties rented short-term using online platforms, we offer year-end tax preparation services, along with tax planning strategies and tax advise to minimize your taxes and educate you on compliance requirements that can save you future IRS troubles.

We aim to exceed your expectations with advanced accounting solutions that are based on current technologies and put you in control of your finances. We use technology to support your busy life and work with you regardless of your physical location. Our services include tax advisory services, tax planning and timing strategies, tax preparation, business accounting, support for QuickBooks and financial statement preparation.

Start working with a CPA firm that provides you with personalized attention and customized services that meet your particular needs. Contact Dana Lee CPA LLC. We are here to assist you, so contact us online to learn more.