Lee & Maxwell
It's not just about the numbers, we know what your money needs.
ABOUT US
Lee & Maxwell LLP’s Accounting Services Group provides the support, objectivity and expertise businesses need to succeed within the context of an ever-changing business landscape. We offer a broad spectrum of accounting, financial, and consulting services across a number of industries to give business owners and managers the insight they need to prosper.
With over 25 years of experience serving small and middle-market companies. As an independent registered public accounting firm, Lee & Maxwell provides accounting services to both individuals and companies.
Lee & Maxwell accounting services professionals provide their clients with value-added accounting and outsourcing services including tax, assurance, financial, and valuation services for your business.
OUR SERVICES
Tax
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Tax compliance and planning.
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Tax return preparation.
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Personal income tax planning.
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Estate and gift tax planning.
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Estate and trust administration.
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Financial planning.
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Tax services for U.S. citizens abroad.
Accounting
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Financial statement preparation: reviews and compilations.
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Income tax preparation and compliance.
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Income tax planning and consulting.
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Monthly, quarterly, and annual financial reporting statements.
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Implementation of new accounting software packages.
Financial
Pension Planning
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Strategies to maximize owner’s contributions.
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401(k) and pension solutions.
Business Succession Planning
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Keyman and golden handcuff strategies.
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Creation of plans that consider the objectives of both the current and future generations.
Estate Tax Planning
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Trust coordination.
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Life insurance funding to create liquidity.