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.

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, IRS representation, financial statement preparation, and more. She’s your go-to advisor.

Apolka, Junior Associate

Our client-centric and practical-minded junior associate holds a Bachelor’s Degree in Accounting and Information Systems and she is currently pursuing her IRS Enrolled Agent Certification, along with her Master’s Degree in Applied Economics and Finance. Apolka is dedicated to safeguarding your financial health and ensuring your tax well-being.

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