Business Details
Your Trusted Partner for Accounting & Tax Solutions in Portland
At Lee & Lee CPA, we prioritize building long-term relationships with our clients through unwavering ethical values and a commitment to delivering top-quality service. By deeply understanding our clients' personal and business needs, we provide tailored solutions that align with their financial goals. Our approach combines modern technological tools with traditional principles of integrity and accountability to enhance efficiency while safeguarding client data. With over two decades of experience in public accounting, we specialize in individual and business tax returns, corporate financial statements, and nonprofit audits. Our dedication to personalized service ensures clients receive comprehensive tax strategies that minimize long-term financial challenges.We actively engage clients in decision-making, offering informed recommendations that reflect their unique circumstances. As a small firm, we maintain a focused commitment to quality, ensuring every client interaction reflects our core values of transparency and professionalism. Our expertise extends to clergy tax services, where we address complex tax rules and compliance requirements for religious institutions. We measure our success by the trust and satisfaction of our clients, striving to exceed expectations through every engagement.
Services
Income Tax Planning
Accounting Systems Consulting
Clergy Tax Services
Corporate Financial Statements
Nonprofit Audits
Highlights and features
- We offer 20+ years of experience in public accounting and tax services.
- Our personalized approach ensures tailored financial strategies for each client.
- We specialize in complex clergy tax compliance and nonprofit audits.
- Our small firm structure guarantees direct access to experienced professionals.
- We combine modern technology with ethical accounting practices for secure service.
Services
Income Tax Planning
We develop comprehensive tax strategies for individuals and small businesses by analyzing financial activities to optimize tax benefits. Our approach combines deep industry knowledge with personalized consultations to identify deductions and credits. Clients receive detailed recommendations that align with both current regulations and long-term financial goals.
Clergy Tax Services
Specialized tax solutions for clergy members and religious institutions address complex housing allowances, payroll compliance, and unique tax exemptions. We resolve IRS discrepancies and provide educational resources like our clergy tax planning guide. Our expertise ensures proper handling of ministerial compensation and fringe benefits.
Accounting Systems Consulting
We help businesses select and implement accounting software tailored to their operational needs, with expertise in QuickBooks and other platforms. Services include system configuration, staff training, and process optimization to improve financial reporting accuracy and efficiency for small to mid-sized organizations.
People
Nancy Lee Bolton
CPA
Nancy Lee Bolton is a certified public accountant with over 20 years of experience in tax preparation, nonprofit audits, and accounting systems consulting. She holds a Bachelors in Business Economics from Willamette University and completed advanced accounting studies at Portland State University.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, financial statement preparation, and accounting software consulting tailored to small business needs.
Do you specialize in clergy tax services?
Yes, we offer specialized tax compliance solutions for clergy members and religious institutions, including housing allowance calculations.
How do you ensure client data security?
We use secure technology systems and maintain strict confidentiality protocols to protect all client financial information.
What experience do you have with nonprofit organizations?
We have extensive experience auditing nonprofit organizations and handling their unique tax compliance requirements.
What makes your firm different from other accounting services?
Our personalized approach combines 20+ years of experience with technology-driven efficiency while maintaining ethical accounting practices.
Reviews (2)
Stephanie Vardavas
Jun 26, 2018
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Nancy is a terrific accountant. She is knowledgable, proactive, and patient. She's also kind and pleasant. Hard to imagine anyone better.
Eugene Smith
Apr 26, 2018
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We have used Lee and Associates for many years now and have found them to be helpful and responsive in helping with our taxes. Can't say enough good about our dealings. In addition, they have helped straighten out both my brother's and sister's taxes when they forgot to file for several years. Good folks!
