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Yorke Burke & Lee CPA

Yorke Burke & Lee CPA

Reviews Summary

Most reviews praise the accountant's expertise, meticulousness, and professionalism, with many highlighting exceptional tax handling and valuable financial advice. Several clients recommend the services highly after long-term satisfaction. However, a few criticize mistakes in filings, poor client service, and unresponsive corrections, leading to dissatisfaction. The majority of ratings are positive, emphasizing reliability and knowledge, while negative feedback focuses on errors and communication issues.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
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

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

Contact Information

Address

418 Main St

Gaithersburg, Maryland 20878

Visit Website Call Now Get Directions

Hours

Monday 7AM-7PM
Tuesday 7AM-7PM
Wednesday 7AM-7PM
Thursday 7AM-7PM
Friday 7AM-7PM
Saturday Closed
Sunday Closed

Customer Reviews

Li-Min Lee is the most meticulous and dependable accountant I have ever worked with. Her professional service was both prompt and exceptionally accurate. Beyond flawlessly handling my tax return, she also offered valuable financial management advice that I had not previously considered. I am truly grateful for the outstanding services provided by Li-Min Lee and wholeheartedly recommend Yorke Burke & Lee CPA.

Based on more than 10 years of experience in filing company taxes with the assistance of CPA Mrs. Lee, here is my comment: the professional services are very rich and practical; the tax filing process is very careful and smooth; the experience is very relaxing and reas-suring. Finally, to thank Accountant Lee again for her professional knowledge and experi-ence, which has enabled my company to successfully complete tax declarations every year.

Used Li-Min Lee for tax filing for two years, she made several mistakes in both years. The second time when I called her to correct her mistake that I found, she became impatient and belligerent. My gosh, I was simply asking her to correct her own mistake before filing my tax return. I stopped going to her and started using TurboTax instead, which not only saved myself money but also hassle.

I have been working with Yorke Burke & Lee CPA for over 20 years, and I wholeheartedly recommend CPA Li Min Lee for the following reasons: Li Min Lee has handled my clinic?s tax matters for many years with flawless professionalism. I have never had to worry?everything has always been taken care of without a single issue. As someone with no background in taxation, I have tried discussing complex cases with other accountants in the past, only to feel overwhelmed by technical jargon. Li Min Lee has always co

I haven't had the opportunity to use YBL CPAs' services personally, but I've been thoroughly impressed by their online presence. Their website is incredibly informative, showcasing their expertise and professionalism. The wealth of resources and information they provide is top-notch, making it clear that they are a knowledgeable and reliable group. Based on what I've seen, I would definitely recommend YBL CPAs to my clients. They seem dedicated to delivering high-quality accounting and financial services,

My family used York Burke & Lee services for many years. They are very detail and cross check all paper work and data from us and from the public sources. They also provide advices based on current tax regulations. Due to foreign assignments, our family members had complicated tax situation, but they are very knowledgeable in managing and file the returns accordingly. We are very happy with our tax returns results. They are ver pleasant for us to work with. We strongly recommend York Burke and Lee.

Mrs. Li, LiMin CPA is extremely smart, knowledgeable, able to calculate and caught previous mistakes in short time. She is very experienced in discussing in many areas related to Tax issues. I highly recommend her to be anyone?s CPA

If there?s No star rating, they deserve that. The WORST ACCOUNTING office I have gone to. No client services. Missing details. No explanation of missing information in return. Good luck to you if you use this Chinese accountant. You need to watch your return and catch their mistakes yourself.

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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