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April 2023 by LuRae Schlect
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!
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May 2021 by Dorian Gunn
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.
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March 2021 by Joe Green
I have a business and a job. Filling for me was usually overly complicated. Larry has helped me now for 4 years and its no longer a stress in my life to file taxes.
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March 2020 by Jonah Lanclos
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 up chocolates for being first time visitors!Larry, thank you!
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April 2019 by jonah
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 up chocolates for being first time visitors!
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October 2018 by Thomas LTech
Great, trustworthy service. Excellent knowledge of the tax codes. Willing to help with even the smallest questions.
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October 2018 by Jonathan Barnett
We have used Larry's services for 8 years now. Very trustworthy and goes above and beyond.
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October 2018 by Naomi Yaste
Friendly, very knowledgeable and helpful. Listens to and answers all your questions and concerns.
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October 2018 by jb2
Larry and his services are true professional in every way...
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May 2018 by Margaret Meyers
Larry does a wonderful job with my tax prep. I highly recommend him.
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April 2018 by Eric Magi
My wife and I have used Lee Financial Services for tax preparation and investment advice for over 15 years. Larry is very knowledgeable, thorough, helpful, and honest. I heartily recommend Lee Financial Services.
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April 2018 by Don Wipf
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.
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March 2018 by Bobbi
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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March 2018 by Marci Barton
Very trustworthy and thorough. Always does a great job. A pleasure to work with!
