Business Details
Your Trusted Partner for Accounting & Tax Solutions
Daniel Lee, CPA was founded with a clear mission: to provide clients with a seamless, client-centric experience in accounting and tax services. Our team combines decades of expertise in accounting, bookkeeping, and tax preparation across global markets, ensuring every client receives tailored solutions that align with their unique needs. We prioritize efficiency, fairness, and practicality, offering fixed-price and customized pricing models to accommodate diverse financial situations.Our commitment to client satisfaction is unwavering, reflected in our secure client portal, direct access to CPAs, and a guarantee of personalized support throughout every engagement. By focusing on innovation and transparency, we empower clients to focus on their priorities while we handle their financial needs with precision and integrity.
Services
Accounting Services
Tax Services
Fractional CFO Services
Beneficial Ownership Reporting
Employee Retention Credit
Highlights and features
- Customized accounting solutions tailored to your unique needs
- Access to experienced CPAs for personalized guidance
- Secure client portal for document sharing and communication
- Client satisfaction guaranteed with dedicated support
- Global expertise in accounting and tax preparation
Services
Fixed Price Tax Returns
We offer fixed-price tax return preparation for individuals and businesses, ensuring transparency and affordability. Our process simplifies tax compliance while accommodating unique financial situations. Clients receive secure portal access for document submission and direct communication with CPAs.
Fractional CFO Services
Access CFO-level expertise without full-time costs through customized financial strategy and consulting. Our services include budgeting, cash flow management, and business advisory to drive growth and operational efficiency for small to mid-sized businesses.
Beneficial Ownership Reporting
We assist businesses in meeting Corporate Transparency Act requirements by preparing and filing Beneficial Ownership Information reports with FinCEN. Our guidance ensures compliance to avoid penalties while streamlining the submission process for clients.
Accounting Outsourcing
Comprehensive outsourced accounting services including bookkeeping, financial reporting, and payroll management. Our solutions reduce administrative burdens, improve accuracy, and provide actionable insights for informed business decisions.
Employee Retention Credit
Maximize eligible tax credits through our ERC claim preparation services. We analyze business eligibility, calculate qualified wages, and ensure compliance with IRS guidelines to secure refunds for pandemic-affected employers.
People
Daniel Lee
CPA
Daniel Lee founded the practice with a focus on client-centric accounting solutions. His global expertise in tax strategy and financial management drives innovative services tailored to individual and business needs.
Questions
What accounting services do you offer?
We provide tax preparation, fractional CFO services, bookkeeping, beneficial ownership reporting, and ERC claims tailored to individual and business needs.
How does your fixed-price tax service work?
Our fixed-price model offers transparent pricing for tax returns, with exceptions for complex cases. Clients submit documents via our secure portal and receive direct CPA support.
What is Beneficial Ownership Information Reporting?
It's a federal requirement to disclose company ownership details to FinCEN. We help businesses comply with the Corporate Transparency Act to avoid penalties.
Can I access my documents securely?
Yes, our client portal provides encrypted document sharing, direct CPA communication, and real-time updates for all your financial needs.
Do you offer CFO services for small businesses?
Our fractional CFO services deliver strategic financial guidance at flexible pricing, ideal for businesses needing expert oversight without full-time costs.
