Please wait ...

Lee Financial Group logo logo

Lee Financial Group

This professional is currently unavailable.
You can request reply and they will reach out as soon as they can.


Lee Financial Group is dedicated to providing small to medium sized businesses the right solutions to their accounting, tax and business problems. We seek to become a trusted adviser offering high quality, timely, and ethical services for a fair price.

1 hire on Bark
7 hour response time

Photos (1)

See all

Videos (1)

See all

Reviews (2)

Leave a review

2 customer reviews

14 July 2019

Jerry is the ultimate professional. He knows his stuff, will give recommendations and is very easy to work with. He has an engaging personality as does everyone who works with him. Appointments are timely and convenient. I’ve worked with Lee Financial for many years and highly recommend them! More...

12 July 2019

Great service at a great price.


We provide a value priced package of services including: financial statement services, tax planning and entity evaluation. We also offer payroll services and consult on deferred compensation.

A growing and healthy organization usually has access to several elements - management/operations skills, a good product or service, quality customers, and the ability to understand the impact of business decisions on the health, cash flows and tax obligations of the company. A quality accountant who is an informed trusted adviser helps with the later element.

I enjoy meeting people, learning their story and understanding their businesses. Everyone has a unique story and vision which is fascinating

I started my business after serving in a variety positions in industry. I frequently had people asking me to help them do this, that and the other thing to help with their business. So in a desire to apply those skills in a productive manner for reasonable compensation I began helping people and businesses develop. Along the way I saw the need for a value based product offering.

Clients should work with someone they like and trust. If we get a chance to meet, my hope is we will like each other, grow to trust each other and have fun working together.


Assistance in general ledger management, financial statement creation and communicating financial data

Individual and Business Tax Return preparation including Forms 1040, 1041, 1120, 1120S, 1065 and Non Profit Form 990.

Tax planning and estimated tax projections.

Business consulting and professional coaching to assist in business organization, internal controls and business processes. Coaching for professionals in examining alternatives and decision making.