Lee Financial Services 3918 South Rebecca Lane, Spokane, WA 99223
About the Business
Lee Financial Services is a trusted accounting and finance institution located at 3918 South Rebecca Lane in Spokane, Washington. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our dedicated team is here to help. We pride ourselves on providing personalized and quality service to meet the unique needs of each of our clients. Contact Lee Financial Services today to discuss how we can help you achieve your financial goals.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Larry Lee has provided financial planning and tax services for my mom for many years. His attention to detail, careful management of her accounts and professional demeanor were greatly appreciated as we annually met with him to go over her finances. Upon my mother's death, Larry was helpful in guiding and advising us as we closed her accounts. He and his wife, Jenni, were sympathetic and supportive as we walked this journey. Thank you to Larry and Jenni at Lee Financial Services!"
"Wow! I've been doing my taxes since I was 16 years old. I thought I knew what I was doing, but when things started to get more complicated, I needed major help. I thought turbo tax was impeccable, but I was wrong. Last year I paid over $7,000 in taxes...this year, according to turbo tax - over $3,000. I couldn't put the time and energy into figuring out all the rules. This all changed when I scheduled an appointment with Lee Financial services! This guy knows taxes. He saved my wife and I over 2,000 dollars in taxes this year. Stop doing your own taxes, save money and time by setting up an appointment with Lee financial services today. They even gave us chocolates for being first time customers! Larry, thank you!"
"I typically don’t write reviews, but I’ve been working with Larry for the past year and everything has been great. He handles my monthly payroll, quarterly taxes, business tax returns, and personal tax returns too. He has been very responsive to my questions and proactive to stay in front of my ongoing tax situation as well as upcoming deadlines. I’ve been very happy working with Larry. I look forward to continue working with Larry for years to come."
"I have used Lee Financial Services for my taxes for many, many years. Always friendly, accurate and on time. Also used Larry for life insurance and retirement planning, which has proved very instrumental in my current retirement. You will not find better than Lee Financial Services."
"I've trusted Larry with my personal and business taxes for many years. He is professional, fast, and accurate. He’s found ways to help me that are well beyond what I expected. He’s sends me a list of what I will need every year. He’s taken care of my portfolio, rentals, etc. He’s excellent at what he does!"
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