Tax Planning Services

Wealth is built through strategy, not just filing. We provide the foresight required to protect your bottom line twelve months a year.

At Dana Lee CPA LLC, we believe that the most effective tax strategy is one that is integrated into your daily financial life, not a hurried adjustment made before a deadline. We build deep, long-term relationships with our clients by working year-round to ensure their financial foundations are beyond reproach. We are constantly monitoring changes in tax regulations to develop sophisticated techniques that limit liabilities and maximize wealth for private individuals, small business owners and complex business enterprises.

A Proactive Approach to Tax Service 

We serve as a year-round advisor, helping our investors and business clients understand how every decision carries a tax implication. By providing real-time oversight, we empower you to manage these implications strategically, ensuring your wealth and business remains lean and tax-efficient.

For our individual clients, we architect personalized strategies that evolve alongside your income and changing life circumstances. Our focus is on the preservation of income through sound, data-driven advice that looks years into the future, rather than just weeks.

Comprehensive Planning Solutions

Our expertise goes beyond the basics to provide advanced oversight for every facet of your financial life. We specialize in strategic tax forecasting and projections that allow you to see your tax liability long before it’s due.

A tax return should be the result of a great strategy, not the beginning of one. If you are ready to replace reactive filing with a proactive roadmap designed to protect your wealth, we invite you to start a conversation.