Sign In Get Started

Eric J. Lee — CPA in El Sobrante, California

EJ

Eric J. Lee

Certified Public Accountant | Licensed in California
0.0 (0 reviews)
Verified Licensed
2300 Greenridge Dr, El Sobrante, California 94803 View on Maps

About Eric J. Lee

Based in El Sobrante, California, Eric J. Lee is a seasoned accounting professional with extensive experience in taxation and financial planning.

With over a decade of experience serving small and medium-sized businesses, as well as family-owned enterprises, Lee provides specialized guidance on tax planning, consulting, and retirement account tax reporting.

His areas of specialization include basic accounting services, small business accounting, and individual tax services, allowing him to cater to a diverse range of clients' needs.

Eric J. Lee holds a strong reputation for delivering personalized advice and support, helping clients navigate complex financial regulations and achieve their financial goals.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

Reviews

Reviews

No reviews yet. Be the first to write a review!

Similar Certified Public Accountants in El Sobrante

NR
Nancy R. Gire
El Sobrante, California
P
Paulette Bromberg
El Sobrante, California
SA
Sheryl A. Sims-Yates
El Sobrante, California
LA
Lorna A. Padia
El Sobrante, California
M
Mourad Akesbi
El Sobrante, California
KJ
Kevin J. Dowling
El Sobrante, California

Contact Eric J. Lee

Browse by Specialty

Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns