WELCOME TO LEE CPA
MEET OUR FOUNDER
James has overseen hundreds of employee benefit plan audits. These plans include 401(k), 403(b), profit sharing, ESOP, money purchase, defined benefit pension and health & welfare plans.
OUR SPECIALIZATION IN AUDITING
OURSELVES APART FROM OTHER CPA FIRMS.
MINIMAL INTERRUPTION
Don’t pay for a CPA team to come to you, when you can have most of your plan audit be performed off-site in our office. We don’t believe in sending the entire audit team to your office. You will only meet with the audit partner to discuss what matters most. Furthermore, this allows for very little interruptions with you and your staff.
FLAT FEES
We quote flat fees for our audits. We will assess the job before we start and come up with a price you can rely on. Additionally, we don’t tack on any additional fees for expenses. It is all included in the price.
NO "TAX SEASON"
We only work with 401(k) plans so we don’t have a typical “Tax Season.” Other firms that just have a “benefit plan group” are often inaccessible during their “busy season.” We are available all year round to service our clients.
SPECIALIZATION
Browse through websites of other accounting firms. If you see a long list of services with Employee Benefit Plan Services being just one of many, you are not looking at a firm that specializes in Benefit Plans. In fact, there are very few firms that do. We don’t accept work unless we are able to do the job correctly and efficiently.
OUR PROVEN AUDIT METHODOLOGY ENSURES EFFECTIVE AND EFFICIENT RESULTS.
AUDITED EACH YEAR
CUSTOMER SATISFACTION
