Lee A White & Associate

Our Mission

At Lee A. White & Associates, we are dedicated to providing exceptional service to our clients, guiding them through their financial journey with expertise, professionalism, and responsiveness. Our goal is to build long-term relationships with our clients, understanding their unique needs and goals, and providing tailored solutions to achieve their financial objectives.

Our Services

We offer a comprehensive range of services for individuals and businesses, including:

• Personal Financial Planning: Our experienced professionals will work with you to create a personalized financial plan, helping you achieve your financial goals and achieve financial peace of mind.
• Retirement Planning: We will help you create a customized retirement plan, ensuring you have the financial resources to enjoy your golden years.
• Estate Planning: Our expertise will guide you in creating a comprehensive estate plan, ensuring the smooth transfer of your assets after your passing.
• Wealth Management: We offer wealth management services, helping you optimize your investments and financial resources.
• Business Services: Our services for businesses include accounting, bookkeeping, payroll, and tax preparation, as well as business planning and advisory services.
• Small Business Accounting: We provide expert accounting services, including financial statements, budgeting, and cash flow management.
• Part-Time CFO Services: We offer part-time CFO services, providing strategic financial management and guidance for your business.
• Audits - Reviews - Compilations: Our experienced professionals will guide you through the audit, review, or compilation process, ensuring compliance with regulatory requirements.
• Forensic Accounting: We provide expert forensic accounting services, helping resolve complex financial disputes.
• Cash Flow Management: Our expertise will help you optimize your cash flow, ensuring timely payment of bills and financial responsibilities.
• Bank Financing: We will guide you through the process of securing bank financing, helping you achieve your financial goals.
• Business Valuation: Our experts will evaluate your business, providing a fair and accurate valuation.
• Business Advisory Services: We offer comprehensive business advisory services, including strategic planning, financial analysis, and business growth strategies.
• Financial Planning for Businesses: Our experts will help you create a comprehensive financial plan, ensuring the financial health and success of your business.
• Succession Planning: We will help you create a succession plan, ensuring the smooth transfer of your business to the next generation.
• New Business Formation: Our expertise will guide you through the process of forming a new business, ensuring compliance with regulatory requirements.

In addition to our traditional services, we also offer specialized services, including:

• Tax Services: Our experienced professionals will guide you through the tax preparation and filing process, ensuring compliance with regulatory requirements.
• Individual Tax Preparation: We will prepare your individual tax return, ensuring you claim all eligible deductions and credits.
• Tax Preparation for Businesses: Our expertise will help you prepare your business tax return, ensuring compliance with regulatory requirements.
• Tax Planning: Our experts will help you create a comprehensive tax plan, ensuring you minimize tax liabilities and optimize your financial situation.
• Estate & Trust Tax Services: We will guide you through the process of preparing and filing estate and trust tax returns.
• Cryptocurrency Accounting Services: Our expertise will help you navigate the complexities of cryptocurrency accounting, ensuring compliance with regulatory requirements.

At Lee A. White & Associates, we understand the complexities of the tax and financial landscape. Our experienced professionals are committed to providing exceptional service, expert guidance, and personalized support to help you achieve your financial goals. Whether you're an individual or a business, we're here to help you navigate the challenges and opportunities that come with financial decision-making.