Business Details
17 Years
experience
Trusted Accounting Services in Duluth, GA
At S H Lee Tax & Financial, we have dedicated ourselves to providing comprehensive accounting solutions tailored to the unique needs of businesses and individuals across the southeastern United States. With over two decades of experience, our team combines deep expertise in business operations, retirement planning, and home mortgage services to deliver strategic financial guidance. We prioritize personalized service, working closely with clients to develop forward-thinking strategies that align with their long-term goals. Our CPA-certified professionals specialize in minimizing tax liabilities, optimizing payroll systems, and designing customized retirement plans. We approach every client relationship as a partnership, emphasizing clear communication and practical solutions over complex jargon.From corporation setup to business consulting, our services are designed to support sustainable growth and financial stability. Our commitment to excellence is reflected in our track record of helping clients achieve their personal and professional financial objectives. We understand the challenges businesses face in today's dynamic economic environment and remain dedicated to providing the expertise needed to navigate these complexities. Our firm's foundation is built on integrity, experience, and a client-first philosophy that has sustained us since our establishment. This approach continues to drive our mission of empowering clients to make informed financial decisions that create lasting value.
Services
Corporation Setup
Tax Returns
Payroll Services
Business Consulting
Retirement Planning
Details
- Year established: 2009
Highlights and features
- We offer 20+ years of CPA-certified accounting expertise
- Our team provides personalized financial strategies tailored to your needs
- We specialize in minimizing tax liabilities through strategic planning
- Our corporation setup service delivers cost-effective business solutions
- We combine technical expertise with clear, jargon-free communication
Associations and certifications
- Certified Public Accountant (CPA)
What people say
Expert tax planning
Personalized service
Strategic business advice
CPA-certified professionals
Effective retirement planning
Services
Corporation Setup
We help entrepreneurs establish business entities that best fit their needs. Our CPA-certified professionals guide clients through entity selection, registration, and compliance requirements. With options for standard and express setup, we ensure efficient business formation while providing critical analysis for informed decision-making.
Tax Returns
Our comprehensive tax services minimize liabilities while ensuring compliance. We prepare individual and corporate returns with strategic planning to optimize deductions. Our expertise covers complex tax situations, offering clear guidance to help clients meet obligations while maximizing financial opportunities for future growth.
Payroll Services
We design customized payroll systems that streamline tax calculations and reporting. Our services include payroll tax management, sales tax filing, and system implementation tailored to business needs. We ensure compliance while creating efficient processes that support business operations and employee management.
Business Consulting
Our consulting services analyze business operations to identify growth opportunities. We examine sales, costs, and expenses to develop strategies for increasing revenue and reducing expenses. We provide actionable insights to help businesses make data-driven decisions that drive sustainable growth and operational efficiency.
Retirement Planning
We create personalized retirement strategies using various investment vehicles. Our services cover IRA, 401(k), and pension planning to ensure financial security. We help clients develop comprehensive retirement plans that align with their financial goals and risk tolerance while optimizing tax advantages.
People
Andy Lee
CPA, President
Andy Lee is a certified public accountant with over 20 years of experience in financial services. He holds a Master of Accountancy from Georgia State University and has specialized expertise in business operations, tax planning, and retirement strategies. Andy leads our firm with a commitment to personalized client service.
Questions
What accounting services do you offer?
We provide corporation setup, tax preparation, payroll services, business consulting, and retirement planning tailored to individual and business needs.
Are you a certified accounting firm?
Yes, our lead accountant is a Certified Public Accountant (CPA) with over 20 years of experience in financial services.
What areas do you serve?
We primarily serve clients across the southeastern United States from our Duluth, Georgia office.
Do you offer business consulting?
Yes, we provide strategic business consulting including sales analysis, cost optimization, and operational efficiency improvements.
How can I schedule an appointment?
Contact us at +770-817-2820 during business hours Monday-Friday 9:00 AM - 5:30 PM or schedule Saturday appointments directly.
What retirement plans do you handle?
We design customized retirement strategies including IRA, SEP, 401(k), and pension plans to meet individual financial goals.
