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:
We want to be your trusted accountant and tax advisor throughout the year, not only a tax preparer at tax time.
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.
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.
Contact Us: Ready to take control of your finances? Book an appointment. Let’s build your financial success story together!