Client Services

Our firm offers a wide range of services to our individual and business clients. Our goal is to proactively help our clients acquire, enjoy and manage wealth. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Tax Services

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, we can develop tax strategies that take advantage of new tax laws and legislation.

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Estate & Trust Tax Preparation

We assist executors, personal representatives and trustees by providing competent and thorough tax compliance services for estates and trusts. Whether you have generation skipping transfer tax issues, a grantor retained annuity trust or a simple trust, we can assist you.

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IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Consulting Services

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Retirement Planning

"A journey of a thousand miles begins with a single step". Successful planning and implementation of your retirement plan will ensure financial independence during your working years and through your retirement years.

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Investment Review

We educate our clients about returns and volatility implicit in investing activities. Our Registered Investment Advisory firm, The Lees Company, LLC can develop your investment policy statement, prepare an asset allocation and implementation strategy. Our recommended portfolios strive to minimize market risks while maximizing your long-term returns and considering the impact of taxes.

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Accounting Services

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

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Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.

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Miscellaneous

Comprehensive Financial Planning

Our comprehensive financial plans delve into all of the financial aspects of our clients with a focus on achieving their personal lifetime goals. A comprehensive financial plan includes cash flow planning, tax planning, retirement planning, risk management and investment review and estate planning.

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