Martin Lee CPA
Our services
Bookkeeping
Books a mess? No Problem!
If you own a small business and haven't kept up with your bookkeeping, don't worry, we can help! From start-ups to established enterprises, we can manage your accounting, put together a budget for you, manage cash flow, and make sure all your finances are up to date and in order. We are Quickbooks Pro Advisors and experts at using QBO.
Payroll
When it comes to paying employees, laws and the IRS have made the payroll function a time consuming nightmare for the small business owner. We offer payroll solutions that meet your specific needs and enable you to spend more time doing what you do best...running your business.
Tax Preparation
Preparing your own tax return can be a task that leaves you with more questions than answers. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you may be entitled.
Tax Planning
Your approach to tax planning can have a significant impact on the amount you owe in taxes. The U.S. tax code is incredibly complex, and if you're not familiar with every aspect of it, you may be missing opportunities. We can help you take full advantage of tax-saving opportunities available to you, with the ultimate goal of minimizing your tax exposure and maximizing your wealth saving potential.
Business Services
Whether you are a large business or just starting, we can help steer you in the right direction. We want to make sure you choose the proper business structure. The structure you choose will affect the legal and financial responsibilities of the business, as well as personal liability of the owners. It will also impact the way the business is taxed. We can guide you in choosing the optimal structure for your business.
IRS Representation
We understand that any interaction with the Internal Revenue Service can be a difficult and costly process. We will work with you to assess your situation and offer both timely and thorough solutions. As an Enrolled Agent and CPA, I am uniquely qualified to represent you in resolving tax controversies with the Internal Revenue Service.
Principal
Martin Lee CPA EA
Martin is the principal at the firm. He graduated from Binghamton University with a Bachelor of Science degree in Accounting and is a licensed CPA. He is also an Enrolled Agent with unrestricted rights to represent taxpayers before the Internal Revenue Service. Both designations require that Martin adheres to ethical standards and stays current with tax laws and regulations by completing a minimum amount of continuing education annually. Martin is also proficient in Spanish and Korean and enjoys serving clients from different backgrounds. His prior experiences include management positions within private industry as well as national public accounting firms.
Our team
We are a family-run firm that takes pride in providing timely and professional Accounting & Tax services. Whether it's bookkeeping, payroll, sales tax, tax preparation & planning, or other financial service, we are a one-stop shop for all your accounting and tax needs. After working with us, you'll be able to leave your accounting worries behind and get back to focusing on the things that matter the most in your life.
