Back to Directory
Katherine Lei, CPA, PLLC

Katherine Lei, CPA, PLLC

Reviews Summary

The reviews consistently praise the accountant's professionalism, expertise, and responsiveness, particularly for clients living abroad. Many highlight her thoroughness, attention to detail, and ability to handle complex tax situations, including international filings. Long-term clients appreciate her reliability, knowledge, and friendly demeanor. While most reviews are overwhelmingly positive, one criticizes her as unprofessional without elaboration. Overall, she is highly recommended for her efficient, accurate work and excellent customer service.

About This Listing

Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
Non-profits
E-Commerce
Real Estate
Restaurants
Professional Services
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
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
Non-profits
E-Commerce
Real Estate
Restaurants
Professional Services
QuickBooks

Contact Information

Address

5510 S Fort Apache Rd #120

Las Vegas, Nevada 89148

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

With over 20 years of experience in the accounting field, I have collaborated with numerous outside CPA firms. In my opinion, Katherine is an exceptional and highly professional consultant. She conducts thorough research and provides a clear explanation for any new issues that arise. Thanks to her assistance, we were able to receive the largest refund from IRS for a case a couple of years ago. Her research fee is both reasonable and competitive, and she responds thoughtfully and comprehensively to even t

I felt very fortunate that we started with Katherine Lei's accounting service 8 years ago. I have a business that needs professional accountant to help us with corporate tax filing and recording. Katherine Lei CPA has provided us with great experience in the past years. Her team was always responsive and helpful in answering all our questions. She helped with our company tax filing every year. She?s knowledgeable, consistent and professional. We are very happy with her professionalism and friendliness. We w

Katherine Lei has been handling our tax returns for several years now. Since we live abroad, we need reliability and quick response, which we have always found here. Everything is handled perfectly and this is a great relief to us, since dealing with the IRS is always stressful... We warmly recommend Katherine Lei and her team, particularly to foreigners or people living outside the USA.

Me and my husband did our taxes with Katherine and her team this year and we are absolutely happy with the overall experience. She is absolutely amazing, very professional, detail oriented and kind person. I am so grateful that we met her and looking forward for the next tax season. Thank you, Katherine!

Katherine has been our accountant for 10 years. We live in Canada so having a very professional, efficient and caring accountant in the US is important to us. We appreciate her accurate and prompt accounting. She always responds to our questions politely and quickly. We feel lucky to have her as our accountant!!

Katherine has done my income tax returns for several years. She is knowledgeable, professional, detailed, on time. Most of all she is friendly and I couldn't imagen using any other company. She is the best!!

Sure everyone have the experience of working with CPA firms large or small, during tax season every year. Personally, had experience with a few CPA firms, large and small alike. Had to transferred from a firm who I worked with for almost 10 years. Fortunate enough to find and start working with Katherine during search of a new CPA since 2011. The firm helped my professional office with payroll, book compilation, S corporation and personal tax return. Truly appreciate Katherine?s firm with respectful attitud

We were recommended to Katherine Lei because of her expertise with quick books and her vast knowledge of the tax process. She has not let us down. Handled our business (until 2016) and currently our personal. She continues to process our taxes 3,000 miles away and we wouldn?t give her up for the world.

Me and my wife did our taxes with Katherine. We can?t say enough word how happy we are that we found her. She is super professional and very detailed. We were looking for long time for Certified Professional Accountant.

Katherine and her team are great professionals. Their work ethics are superb. She is very knowledgeable and is very helpful and patient with questions. Highly recommend!

Katherine is great! Love her

Unprofessional, enough said.

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.