Lee Accounting Services, LLC

Tax Preparation

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What Type of Tax Preparation Are You Looking For? i

What is your filing status?

Did you make any Independent Contractor Income (1099)?

How many Rental Properties do you own?

Do you own your home?

How many Forms K-1 do you expect to receive?

How many states do you anticipate filing in?

What type of business entity?

Number of owners / partners

Tax Advisory

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Would you like us to perform a Strategic Tax Assessment? A comprehensive review of your current tax situation and opportunities.

Tax Planning Selections

S-Corp Election iPass income through to avoid double taxation and reduce self-employment taxes.

Reasonable Compensation iIRS requires S-Corp shareholder-employees to pay themselves a reasonable salary.

Home-Office Deduction

Quarterly Estimated Payments iTax payments made four times a year to cover income not subject to withholding.

Augusta Rules iRent your home for up to 14 days per year without reporting rental income.

Cost Segregation iAccelerate depreciation deductions by reclassifying property assets.

Accountability Plan iIRS-compliant reimbursement for business expenses without taxable income.

Oil and Gas Investment iSignificant tax advantages including deductions for intangible drilling costs.

Captive Insurance iCreate your own insurance company to insure risks and gain tax advantages.

Stock-Based Compensation Structuring iDesign equity plans to attract talent while optimizing tax treatment.

Bookkeeping

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Would you like us to perform a bookkeeping assessment? We'll review your current books and identify any issues.

Annual Revenue

Basis of Accounting

How often do you need your books updated?

How many connected accounts (banks, credit cards etc)?

Outsourced Accounting

Would you like us to perform an outsourced accounting assessment?

Payroll

Number of employees

Bill Pay

Average number of invoices or bills each month

Invoicing

Sales Tax

Inventory Tracking

Systems Integration (e.g. Square, Stripe, Shopify)Do you have any systems you need integrated with your bookkeeping software?

Fractional CFO

Which Fractional CFO services are you interested in?

Would you like us to perform a Fractional CFO assessment?

Budget Creation & Analysis iCustomized budget plan based on goals and financial data.

Cash Flow Forecasting iInsights into your cash inflows and outflows.

Financial Modeling iRevenue projections, cost structures, and investment analysis.

Internal Controls Design & ImplementationReview and improve accounting practices with effective internal controls.

KPI Development & Reporting iIdentify and track key performance indicators with a reporting dashboard.

Monthly Flux AnalysisDetailed analysis of monthly financial statements.

Accounting Operations Consulting iExpert guidance on improving workflows and accounting systems.

Technology Advisory iGuidance on selecting and optimizing accounting technology.

Strategic Advisory Meetings iTailored guidance on risk management, M&A, and growth strategies.

Business Valuation

Select all that apply

I'm curious what my business is worth iGetting a handle on your value before an event occurs is a great way to plan and set goals.

I'm thinking of selling my business in 1 to 5 years

I want to buy out my partner

I want to sell in 12 months or less

I want to gift my business to a coworker, employee or family member

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