Lilian Y. Yee - CPA in San Marino, California | ListMyCpa.com

About Lilian Y. Yee

Lilian Y. Yee is a certified public accountant (CPA) based in San Marino, California, with over 15 years of experience in providing expert accounting services. She specializes in basic accounting services, business tax services, and individual tax services, catering to the needs of individuals and families as well as family-owned enterprises. With a focus on sales tax compliance and IRS representation, Yee aims to ensure her clients maintain accurate financial records and adhere to tax regulations.

Her extensive experience and knowledge of tax laws enable her to provide personalized solutions to complex financial issues. Through her comprehensive services, Yee helps clients streamline their financial operations, minimizing potential risks and maximizing tax savings opportunities.

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.

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