About Dana Lee CPA LLC

Dana Lee CPA LLC: Your Trusted Partner for Accounting and Tax Services

At Dana Lee CPA LLC, we’re more than just accountants; we’re your strategic partners in financial success. Whether you’re someone seeking expert tax advice or a business owner navigating complex financial waters, we’ve got you covered.

Here’s why you should choose us:

1. Business and Individual Focus: Whether you’re a business owner, real estate investor, or an individual, we tailor our services to meet your unique needs. From tax planning to compliance, we’ve got you covered.
2. Philosophy of Success: Our philosophy is simple: your success equals our success. When you join Dana Lee CPA LLC, we anticipate your needs, provide essential tools, and guide you toward running a thriving business. We’re not just tax preparers; we’re your trusted advisors year-round.
3. Financial Education: We empower you with knowledge. Learn the best business practices, understand how to be audit-proof, and grasp the tax impact of your decisions. Avoid unexpected tax traps with our guidance.
4. Virtual Convenience or In-Person: we understand that every client has unique preferences and needs. That’s why we offer flexible meeting options to accommodate your busy life and ensure personalized service.
5. Cutting-Edge Technology: We understand your hectic schedule. That’s why we offer secure file sharing, virtual meetings, and real-time collaboration. Our use of technology ensures seamless communication and efficient processes.

We want to be your trusted accountant and tax advisor throughout the year, not only a tax preparer at tax time.

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Dana Lee, CPA

With over 20 cumulative years of experience in accounting and tax arena, with a bachelor’s degree in Finance and Accountancy and an Analyst Programmer Certification, Dana is a licensed Certified Public Accountant in Texas. Her expertise spans individual and business taxation, business advisory, tax planning, entity tax classification and selection, IRS representation, financial statement preparation, payroll taxation, QuickBooks help and more. She loves working closely with each and every one of her clients, making sure her clients’ interest are served with the highest quality service possible, maximizing their tax savings and guiding them on how to avoid IRS problems.

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Claudia Deak, Office Manager

As an office professional with over 17 years of office management background, and a bachelor’s degree in Finance and Banking, Claudia is an exceptional office manager. Her experience spans from documentation processing, data analysis and databases management to bookkeeping, accounting and financial reconciliations. She brings a cheerful attitude, while being highly focused on efficiency, improving client experience and safeguarding the financial health of our clients.

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Apolka Szocs, Junior Associate

With a Bachelor’s Degree in Accounting and Information Systems, while currently pursuing her IRS Enrolled Agent Certification, along with her Master’s Degree in Applied Economics, Apolka is meticulous, thorough and detail orientated. Her proactive attitude and perfectionism are focused on ensuring high-quality work and satisfaction for our clients.

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Contact Us: Ready to take control of your finances? Book an appointment. Let’s build your financial success story together!