Dana Lee CPA LLC

46 Reviews
Contact Us
8350 Ashlane Way, Suite 103 The Woodlands, TX 77382
Certified Public Accountant and Business Advisor

Dana Lee CPA LLC is a full service CPA firm that serves the accounting, tax and consulting needs of businesses and individuals in Texas, providing QuickBooks and small business accounting, tax preparation and planning, new business advisory services and more.

Call to Inquire Initial Consultation

1 - 9 Employees

Cash, Credit/Debit, Check Payments Accepted

2017 Founded

46 Reviews
5

Customers rated highly for and Professionalism.

5
Excellent
98%
4
Great
2%
3
Average
0%
2
Poor
0%
1
Bad
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Portfolio
What We Do
Bookkeeping Tax Preparation Business Consulting
FAQs
Do you offer a free initial consultation?
Yes, we do offer a free 30 minutes initial consultation. It allows both of us a chance to determine if our services are a good fit to your situation. We only charge for extended consultations that go beyond 30 minutes.
How do you determine your fee?
Our fees are hourly, based on the type of service provided. Our goal is to save you money, while you have the peace of mind of being in compliance, so that the cost for our services represent a good investment. There are several things that can impact the fee, such as: if you want to do as much as possible yourself, or would you prefer to outsource your bookkeeping and accounting, the complexity of the return, the ownership structure, how organized your documentation is, the amount of year-end accounting required to compile accurate records.
What type of clients do you work with?
We work with small businesses and individuals. On the business side, we work in many industries including service based companies. If you have a particular niche feel free to contact us and we will decide together if we are a good fit.
What is your typical process for working with a new customer?
It starts with receiving your source file or documents. This can all be done online if you prefer. We report back to you with the information needed to make smart decisions and becomes the foundation for our ongoing conversations.
How do I get started?
The best way to begin is to either call, email us or make an appointment online on our website (see contact info in our bio above). We will discuss your needs, answer any questions and decide if we are the right fit for each other.
What do I do when I have a question?
We are interested in your questions and we want you to ask them. That makes for a great relationship. For the most efficient and quickest response please email us, this way we can respond even if we are away from the office.
Do you provide personalized attention?
We pride ourselves in giving our clients personalized attention. We care for each and one of our clients, no matter how small or big and we tailor our services for your needs: we respond to calls and emails generally the same day or the second day, the latest, we send you reminders throughout the year to make sure you meet the due dates and your reporting requirements, we alert you of any law change that might affect your particular situation and more.
Reviews
Abel H.
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6 days ago

Eric K.
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1 week ago

Mark Z.
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3 weeks ago

Trevor C.
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4 weeks ago

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1 month ago

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Barbara T.
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5 months ago

Mauricio M.
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5 months ago

Mike T.
Verified
6 months ago
Likes the following about Dana Lee CPA LLC
ProfessionalismResponsivenessTimely Service

Jennifer T.
Verified
7 months ago
Likes the following about Dana Lee CPA LLC
ProfessionalismResponsivenessWork QualityTimely Service

David P.
Verified
8 months ago
Likes the following about Dana Lee CPA LLC
ProfessionalismWork QualityResponsivenessTimely ServiceValue

Loran A.
Verified
8 months ago
Likes the following about Dana Lee CPA LLC
ProfessionalismTimely Service

Response from Dana Lee CPA LLC:
Thank you, Loran!
Daniela H.
Verified
8 months ago

Response from Dana Lee CPA LLC:
Thank you, Daniela!
Trevor C.
Verified
9 months ago
Likes the following about Dana Lee CPA LLC
ProfessionalismResponsivenessWork QualityValueTimely Service

Response from Dana Lee CPA LLC:
Thank you, Trevor, for sharing your positive review!
Joseph L.
Verified
10 months ago
Likes the following about Dana Lee CPA LLC
Work QualityProfessionalismResponsivenessTimely ServiceValue

Jayden M.
Verified
10 months ago
Likes the following about Dana Lee CPA LLC
ProfessionalismTimely ServiceWork QualityValue

Response from Dana Lee CPA LLC:
Jayden, thank you for taking the time to leave this excellent review. We appreciate your business.
Alex Z.
Verified
1 year ago
Likes the following about Dana Lee CPA LLC
Work QualityProfessionalismTimely ServiceResponsivenessValue

Steven S.
Verified
1 year ago

Tina S.
Verified
1 year ago
Likes the following about Dana Lee CPA LLC
ProfessionalismWork QualityWork QualityResponsivenessTimely Service

Kenni B.
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1 year ago

Jorge C.
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1 year ago

Jorge C.
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1 year ago

John M.
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3 months ago