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Dana Lee CPA LLC

Dana Lee CPA LLC

Reviews Summary

The overwhelming consensus is highly positive, with most reviewers praising Dana's professionalism, expertise, responsiveness, and efficiency in handling both personal and business tax needs. Many highlight her thoroughness, quick turnaround times, and clear communication. A few mention her ability to navigate complex tax situations and provide valuable guidance. However, one negative review criticizes her for excessive fees and claims significant missed deductions were later found by another CPA. Overall, the vast majority strongly recommend her services.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Outsourced Accounting
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Restaurants
Professional Services
Law Firms
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Outsourced Accounting
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Restaurants
Professional Services
Law Firms
QuickBooks

Contact Information

Address

8111 Ashlane Way Suite 113

The Woodlands, Texas 77382

Visit Website Call Now Get Directions

Customer Reviews

I met with Dana with questions on capital gains and tax repercussions. I found her to be very knowledgeable and thorough. I wouldn't hesitate to use her again and highly recommend her for all your accounting needs.

Dana was very helpful in advising me about my new tax situation that was a little more complicated than I was comfortable navigating on my own. Very prompt and cordial, would highly recommend her services!

Dana is highly professional and her knowledge is in depth. I recommend her if you need business and personal tax work. She is always available and very responsive.

Dana is extremely professional and meticulous. Regardless of how complicated my returns are, she has a quick turnaround time. I am extremely satisfied with her service.

Ms. Lee was knowledgable and kind. She answered all my questions.

Dana and her office are professional, friendly, very detail oriented and always on top of things. They are very helpful with my business accounting and taxes.

Dana has been so helpful and such a thoughtful guide for my personal and business taxes. I highly recommend her and her team.

Stay away from this CPA. She will nickel-and-dime you for every word or conversation that you have with her on phone or email. I paid the most taxes that I ever have in my life. Hired a different CPA for the 2022 tax season and had them go back in to redo all of Dana Lees taxes, and they found over $20, 000 in missed deductions and other items. Made the same amount for 2022 amd paid a lot less and they were a lot more thurough.

Dana helped us out of a jam that was time sensitive and allowed us to get finances within a shot time crunch. Very professional and appreciate her punctuality.

It was great to meet with Dana. Meeting was short sweet and to the point. All needs were met in a wash to understand way. Would recommend.

Dana is sweet and professional and straight to the point. If you are looking for a Tax professional who knows your time is valuable then you have come to the right place!

Dana is great to work with and is very knowledgeable in what she does.

Dana has done 5 years of tax returns for me. She's terrific.

Dana is excellent. Her and her team are fast and great at what they do.

She has been great with us. She is always available and has been able to explain and guide us in everything needed to work together.

Great service! I highly recommend Dana for your CPA needs.

Dana is super professional and gives a great service.

Very straight forward and easy to work with firm!

Professional and understanding. Excellent communication. Fair rates.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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