Proactive Guidance. Trusted Advice. Long-Term Partnership.
Preparing your tax return is only one part of building financial success. Many of the most valuable tax-saving opportunities occur throughout the year—not after the year has ended.
At Lee CPA Services PLLC, we believe our role extends beyond preparing tax returns. Our Year-Round Tax Advisory service is designed to provide ongoing guidance, proactive planning, and responsive support so you can make informed financial decisions with confidence.
Whether you’re growing a business, investing in real estate, or managing multiple sources of income, we’re here to help you navigate the financial decisions that matter most.
Why Year-Round Tax Advisory?
Many taxpayers only meet with their CPA once a year—after important financial decisions have already been made.
Our advisory approach focuses on planning before decisions are finalized, allowing us to identify opportunities, reduce surprises, and provide guidance throughout the year.
Instead of reacting to tax consequences, we help you plan for them.
Who Benefits from Advisory Services?
Our advisory services are ideal for:
✔ Small Business Owners
✔ Entrepreneurs
✔ Self-Employed Professionals
✔ Real Estate Investors
✔ Rental Property Owners
✔ High-Income W-2 Professionals
✔ Individuals with Multiple Income Sources
✔ Clients experiencing significant financial or life changes
What We Help With
Every client has different goals, but common advisory topics include:
Tax Planning
• Estimated tax planning
• Year-end tax strategies
• Major purchases and deductions
• Retirement contribution planning
• Capital gains planning
Business Advisory
• Business formation
• Entity selection
• Cash flow discussions
• Growth planning
• Financial statement review
• Profitability analysis
Real Estate
• Rental property planning
• Cost segregation considerations
• Depreciation strategies
• Property acquisitions and sales
• 1031 exchange planning discussions
Ongoing Support
• Questions throughout the year
• IRS notices
• Payroll considerations
• New business ventures
• Major financial decisions
• Coordination with other professional advisors
Our Advisory Process
Step 1
Schedule a Discovery Call.
We’ll learn about your goals, answer your questions, and determine whether Lee CPA is the right fit for your needs.
Step 2
Develop Your Advisory Plan.
Together we’ll identify the level of support that’s appropriate for your situation.
Step 3
Meet Throughout the Year.
Depending on your plan, we’ll meet monthly or quarterly to review important financial matters, discuss tax strategies, and answer your questions before they become problems.
Step 4
Tax Preparation & Ongoing Support.
Because we’ve been working together throughout the year, tax season becomes more efficient, more organized, and focused on implementation rather than surprises.
Membership Options
We offer flexible advisory plans designed to meet the needs of individuals and businesses at different stages of growth.
Plans may include:
✔ Multiple Scheduled strategy meetings
✔ Priority email support
✔ Secure document sharing
✔ Proactive tax planning
✔ Business advisory
✔ Financial guidance
We’ll recommend the plan that best aligns with your goals during your initial consultation.
Why Clients Choose Lee CPA
At Lee CPA, we believe accounting is built on trust, service, and long-term relationships—not transactions.
Our goal isn’t simply to prepare tax returns. It’s to become a trusted advisor who understands your business, your family, and your financial goals.
When you have questions throughout the year, you’ll know exactly who to call.
Frequently Asked Questions
Is tax preparation included?
Depending on your advisory plan, tax preparation may be included or offered at preferred pricing. We’ll discuss the best option during your consultation.
How often do we meet?
Meeting frequency depends on the advisory plan you select and you needs. Most clients choose bi-monthly, monthly or quarterly meetings.
How do we meet?
Meetings may be conducted virtual video meeting with screen share or by phone, making it convenient to receive guidance wherever you’re located.
Can I contact you between meetings?
Yes. Advisory clients receive ongoing access for questions that arise throughout the year according to their selected plan.
Ready to Build a Long-Term Relationship?
If you’re looking for more than a once-a-year tax preparer and want a trusted CPA to help guide your financial decisions throughout the year, we’d welcome the opportunity to learn more about your goals.
Lee CPA Services PLLC 