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About Us

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Lee and Associates Tax and Accounting Services.

Lee and Associates Tax and Accounting Service, based in Charlotte, NC, provides a full range of tax preparation, accounting and bookkeeping services, either in your facility or at our location.


We provide individual tax preparation with the personalization that software packages can't. We keep up-to-date with the changing tax laws, as well as your changing life events, such as the birth of a child, a new business, new home, or inheritance. As a tax accounting firm, we adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.


With over 20 years of experience, Lee and Associates Tax and Accounting Services works to maximize your tax savings with professional tax preparation services.

Services:

  • Tax Preparation

  • Tax preparation is the process of preparing tax returns, often income tax returns, often for a person other than the taxpayer, and generally for compensation. Tax preparation may be done by the taxpayer with or without the help of tax preparation software and online services.

  • Bookkeeping Services

  • Bookkeeping is the process of recording your company's financial transactions into organized accounts on a daily basis. It can also refer to the different recording techniques businesses can use. Bookkeeping is an essential part of your accounting process for a few reasons.

  • Business Taxes

  • The meaning of business taxation refers to the taxes that businesses must pay as a normal part of business operations. Whether you are a sole proprietor, partner, part of a limited liability company, or a corporation, your business is responsible for adhering to tax regulations.