Matthew H. Lee


Meet Your New Partner in Making Your Business Succeed

Industries Served

Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools • Social Service Agencies
  • Plans to reduce tax burden
  • Systems to automate bookkeeping
  • Financial forecasts to establish benchmarks and track progress
  • Risk reduction through compliance with all legal and regulatory requirements

Let's Talk

(626) 977-9738

About us

Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.


We build strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation.


Small Business Accounting

Bank Reconciliation • Financial Statement Preparation • Individual Consultation • Bookkeeping



Payroll Processing • Vacation, Sick, and Personal Day Accruals • Tax Reporting and EFTPS Deposits • W2, W-3, and 1099 Preparation • Ad Hoc Services



Tax Preparation • Tax Planning • IRS Audit Representation • Tax Problems



QuickBooks Set-up • QuickBooks Training • QuickBooks Tune-up • QuickBooks Answers



New Business formation • Compilations


Foreign Bank and Financial Assets Reporting

FBAR Preparation • Form 8938 Preparation • Form 2555 & Form 1116 


Tracking Systems • Payroll • Financial Statements • 990 and 990T Prep • File Tax-exempt


Personal Financial Planning

Retirement Planning • Estate Planning

Our office is located in west covina. We provide services in Los Angeles, Orange , Riverside and San Bernardino county.

In addition, all services can be provided remotely regardless of the city, state and country you reside in.

the starting point for successfully leading your business is to find a Certified Public Accountant (CPA) who is reliable and professional. We are committed to provide professional accounting and tax services to make your business succeed.

Call or Email today to schedule an appointment. We will be glad to answer your questions.

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