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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.




Interval Funds

Alternative Investments


Financial Planning

Comprehensive Planning

Retirement Planning

Insurance Planning

401(k) Plans

403(b) Plans


Tax Preparation

Tax Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (509) 448-1600

Learn How to Avoid These 6 Common Tax Errors

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.

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