Business Details
Your Trusted Partner for Accounting and Tax Solutions
At Lee A. White & Associates, we have built a reputation as a trusted resource for accounting and financial solutions in Barre, VT. Our team combines years of experience with a deep commitment to professionalism, ensuring your financial goals are always our top priority. We specialize in personalized tax services for individuals and businesses, navigating complex tax laws to maximize deductions and credits while maintaining compliance. Our core principles of professionalism, responsiveness, and quality guide every interaction, with a focus on staying updated on industry developments through continuous education and technology.We offer year-round support beyond tax season, providing timely responses to client inquiries and comprehensive services including bookkeeping, financial planning, and audit assistance. Our goal is to empower clients with strategies that simplify finances, reduce stress, and ensure long-term success. With a legacy of serving the Barre community, we pride ourselves on delivering tailored solutions that address unique financial challenges while maintaining the highest standards of service.
Services
Tax Preparation
Bookkeeping
Financial Planning
Business Tax Services
Estate Tax Services
Tax Relief
Retirement Planning
Highlights and features
- We offer personalized tax services tailored to individual and business needs.
- Our team provides year-round financial support beyond tax season.
- We combine experience with continuous professional education to stay current on tax regulations.
- We prioritize timely responses and transparent communication with all clients.
- Our services are designed to simplify finances and reduce client stress.
Services
Tax Preparation
We provide accurate tax preparation for individuals and businesses, ensuring compliance with federal and state regulations. Our team identifies all available deductions and credits to maximize refunds while minimizing liabilities. Services include individual tax returns, business tax filings, and estate/trust tax reporting.
Financial Planning
Our financial planning services create customized strategies for retirement, investment management, and long-term financial goals. We assess client circumstances to develop actionable plans that align with personal objectives, focusing on tax-efficient strategies and sustainable growth.
Bookkeeping
We offer comprehensive bookkeeping solutions for businesses, including payroll management, financial statement preparation, and audit support. Our services ensure accurate record-keeping and provide insights into cash flow and profitability for informed decision-making.
Tax Relief
Our tax relief services help resolve IRS issues including audits, back taxes, and penalty abatement. We provide expert guidance to navigate complex tax problems while developing strategies to prevent future compliance issues for individuals and businesses.
Business Tax Services
We specialize in business tax planning and compliance for corporations, partnerships, and sole proprietorships. Services include tax return preparation, sales tax compliance, new business formation advice, and strategic tax-saving opportunities to optimize financial outcomes.
Questions
What tax services do you offer for individuals?
We provide individual tax preparation, retirement planning, and financial strategy services to maximize deductions and align with personal goals.
Do you handle business tax filings?
Yes, we offer comprehensive business tax services including corporate returns, payroll management, and compliance consulting for all business structures.
Are you available outside of tax season?
Our team provides year-round financial support for tax planning, bookkeeping, and advisory services beyond annual tax preparation.
How can you help with IRS issues?
We assist with audit representation, penalty abatement, and back tax resolution to resolve IRS compliance challenges effectively.
What are your office hours?
Our office operates Monday-Friday 8:00 AM-5:00 PM by appointment for personalized accounting and tax services.
Reviews (1)
Daniel Normandeau
Aug 08, 2020
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Why on Earth would I pay to have a 1040ez filed just to have it sent via paper check I've had them do my taxes for years with same bank account same address. To them it's a small over sight to me its a massive deal I counted on this return. I just want my money back. this is
