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Brian R. Lee, CPA, P.C. is a small CPA firm in Tempe, Arizona, with services that include:

General Services including Income Tax Preparation, Tax Planning, Bookkeeping, etc.
Audits
Reviews
Per Diem, Project Work and Consulting Services to Other Local CPA Firms

 

Services available to regular corporations, sub-chapter S corporations, general partnerships, limited partnerships, limited liability companies, sole proprietorships, individuals, non-profit corporations/organizations and/or retirement plans in various industries:

  • Financial statement audits, reviews and compilations
  • Accounting and management consulting
  • Agreed upon procedures
  • Forensic accounting
  • Fraud auditing
  • Claim investigations for insurance companies (mainly relating to criminal and related claims)
  • Income tax preparation services, tax planning, etc. for business and individuals
  • IRS examination/audit representation services 
  • Monthly/quarterly/annual bookkeeping services (including sales tax, payroll taxes, etc.) for clients in various industries including, but not limited to, contracting, restaurants, etc.
  • Other services

Audits of financial statements in the following industries:
  • Commercial real estate
  • Broker-dealers (we are a registered firm with PCAOB)
  • Not-for-profit organizations
  • Homeowner associations
  • Public entity risk pools
  • Private pools 
  • Manufacturing
  • Financial investment advisors
Reviews of financial statements in the following industries:
  • Construction contracting
  • Advertising
  • Manufacturing
  • Medical billing industries
Services available to other local CPA firms:

Although we are actively seeking our own small/medium sized business and individual clients (either under our own CPA firm only or partnering with another accounting firm in situations in which, for example, your firm wants to continue to provide tax related services but your firm doesn't perform financial statement related audits and now your client is asking for such an engagement), we are also available for per diem assignments that offer variety and advanced public accounting experience in the areas of financial statement audits, reviews and compilations, accounting, consulting, fraud audit, forensic accounting, claim investigations for insurance companies (mainly relating to criminal and related claims), special projects and/or income taxes.