Sign In Get Started

Chao-Ying Lee — CPA in Boston, Massachusetts

C

Chao-Ying Lee

Certified Public Accountant | Licensed in New York
0.0 (0 reviews)
Verified Licensed
Boston, Massachusetts 02108 View on Maps

About Chao-Ying Lee

Chao-Ying Lee is a seasoned public accountant based in Boston, Massachusetts, with over 15 years of experience serving a diverse range of clients.

Her areas of specialization include basic accounting services, financial planning, and small business accounting, particularly benefiting individuals and families, as well as family-owned enterprises.

Lee provides comprehensive tax services, including IRS representation and individual and business tax return preparation, ensuring her clients' financial information is accurately and efficiently handled.

Throughout her career, she has demonstrated a commitment to staying up-to-date on the latest tax laws and regulations, allowing her to deliver informed guidance and support to her clients.

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 Boston

A
Alyson Lane
Boston, Massachusetts
JR
Jonathan R. Pereira
Boston, Massachusetts
EB
Eric B. Valentine
Boston, Massachusetts
AA
Alyssa A. Bunnell
Boston, Massachusetts
AM
Ava M. Byer
Boston, Massachusetts
JA
John A. Kimball
Boston, Massachusetts

Contact Chao-Ying 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