TAX PLANNING AND ADVISORY

Minimizing taxes all starts with proper tax planning ahead of time.  Unfortunately, most of the time, people do not think about taxes until it’s too late, when they have already made some transactions that triggered unfavorable tax consequences.  Please call me today for a consultation and evaluation of your tax needs.

TAX RETURN PREPARATION With the popularity of tax software, more and more people are preparing their own tax returns. However, most of these tax software are not capable of analyzing complex tax situations. If you have a complicated tax situation, I would encourage you to set up a meeting with me to discuss your situation and the possible options. Often times, having a tax professional help you with your taxes will end up saving you both time and money.
ON-SITE SERVICES I understand how busy life can be in the Silicon Valley. At times, it may be difficult for you to take time off to visit my office. I can travel to your location and provide on-site tax and accounting services within the Bay Area. Traveling fees for on-site services are distance-based. Please contact me today for a free quote.
BOOKKEEPING - QUICKBOOKS As a small business owner or manager, you need to spend your time building and managing your business – not dealing with the burdens involved in designing, implementing, and maintaining a system for accurately recording your business transactions. My QuickBooks Bookkeeping services relieve those burdens so you can concentrate on growing your business. Contact me today for a free consultation.
NOTARY PUBLIC SERVICES I provide notary services for a fee of $10 per signature. Please contact me to set up an appointment for your notary needs.
FINANCIAL STATEMENT PREPARATION The financial numbers of your enterprise always tell a story, and understanding financial statements is essential to the success of a small business. They can be used as a roadmap to steer you in the right direction and help you avoid costly breakdowns. Financial statements may also become necessary and may be requested by your bank or investors. Contact me and I will assist you in preparing the financial statements.
IRS AUDIT REPRESENTATION Dealing directly with the IRS or a state tax agency during the course of an audit can be a tiring, time-consuming and scary process.   But having a tax professional on your side can make the process go faster, smoother, and reduce your anxiety and fear.  With my previous experience as an IRS auditor, I may be able to assist in ways that other CPAs might not be able to. Contact me today for a free consultation.
PAYROLL SERVICES Dealing with payroll issues can be time-consuming and administratively burdensome, with many reports to file and labor law changes to keep track of. Let me help you ease those burdens and assist you with your payroll needs. Contact me for a free consultation.

Services

Andrew Lee, CPA ~ Tax & Accounting Services