Daniel Lee, CPA
About
We are a family run and family owned business with nearly a decade of experience. Daniel Lee is a certified public accountant with over a decade of experience in those the public and private sectors of accounting.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
We will discuss what the client needs initially. Then, after receiving the necessary tax documents, we will prepare the tax return. This usually takes one to two weeks. Once the return is complete, we will meet with the client to review the return and have them sign the necessary documents. Then, we will request payment. This can be done in the form of cash, check, PayPal, Venmo, or Zelle. Once payment is received, we will file the return for the client.
What education and/or training do you have that relates to your work?
Danielle has a PA from California State University Fresno he also has accounting license from the California Board of accountancy. He has worked in both the public and private sectors of accounting. Currently he is the head controller for one of the largest Distribution companies for agricultural products. He currently manages accounts for a winery, a Hollywood producer, and several large businesses.
Do you have a standard pricing system for your services? If so, please share the details here.
Prices begin at $200 for a standard return.
What types of customers have you worked with?
Our customers range from individuals, two families, two large corporations.
What advice would you give a customer looking to hire a pro in your area of expertise?
Make sure they are certified. It is quite simple to be a tax preparer, but in order to effectively prepare a return, you need to have years of experience and know tax law.