Tax preparation, Financial Planning and Advice, Investment Strategies, and more. It is never too soon to start.
While Larry Lee does tax preparation and payroll services, his special expertise is in crafting financial plans to fit the individual. He understands the complexities of Taxation, Social Security, Investments, and Retirement. Merging his knowledge of these pieces, he tailors a financial plan as unique as you.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our clients value attention to detail, integrity, and tested expertise.
At Lee Financial Services, we understand the complexities of Taxation, Social Security, Investments, and Retirement. Whether your plan is to reach financial independence early, or to retire at the expected time, we work with you. You are unique, and have your own definition of financial independence. No single financial strategy fits all. Merging knowledge of all these pieces, we create a plan as unique as you.
Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.