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Zee CPA & Accounting Services

Zee CPA & Accounting Services

Reviews Summary

The reviews consistently highlight exceptional professionalism, reliability, and expertise in accounting and tax services. Customers praise the quick responsiveness, attention to detail, and proactive tax strategies that save time and money. Many appreciate the personalized approach, clear communication, and trustworthiness, making complex financial management stress-free. The service is highly recommended for both personal and business needs, with frequent mentions of going above and beyond expectations. Overall, clients feel confident and well-supported, valuing the consistent, knowledgeable, and respectful service provided.

About This Listing

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.*

Contact Information

Address

23505 E Appleway Ave Suite 200-588

Liberty Lake, Washington 99019

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-4:30PM
Tuesday 8AM-4:30PM
Wednesday 8AM-4:30PM
Thursday 8AM-4:30PM
Friday 8AM-4:30PM
Saturday Closed

Customer Reviews

I've had the pleasure of working with Zee both professionally and personally, and I can't recommend her enough! As a financial professional, I rely on her expertise for both my own financial needs and as a trusted resource for my clients. Over the past few months, Zee has consistently impressed me with her attention to detail, deep knowledge of tax strategies, and dedication to ensuring I get the maximum return possible. Her professionalism, responsiveness, and commitment to her clients truly set her apart.

Zee is very professional, very attentive and respectful of your time. Even when she is busy she will treat you with respect and understand that your trust is valuable. I wanted to find an accountant I can trust and she is very accountable. I feel comfortable having her as my CPA.

46 years ago, newly-wed, and my husband in the USAF as an airman, I could do those taxes. But a few years passed, circumstances changed, and his 'side-business' of piano tuning began...and life became more complex. Through the years we've been blessed with some great tax preparers. But I was lost when our last preparer retired. Once again, we were lucky to find Zee. She knows her job, she's insightful, kind, and... she's younger than we are, which hopefully means that she won't retire for a while! If y

Zee is incredibly professional and reliable. She?s the kind of person you instantly know you can trust. Detail-oriented, knowledgeable, and always consistent. I highly recommend her to anyone looking for someone dependable and skilled.

Zee stepped in to help me when I was in a bind and strapped for time trying to meet the March 15 deadline. Her quick response time, clear communication, and follow through were top notch, to a level that I had not experienced with past CPAs. Zee is a professional that goes above and beyond, and I whole-heartedly recommend her services. Thank you, Zee!

Zee CPA has been an incredible asset to my business, Cleaning Services of Montana. Their professionalism, attention to detail, and personalized approach have made managing my accounting and taxes stress-free. They provide accurate, timely reports and proactive tax planning, saving me time and money. Highly recommend their services!

We are incredibly grateful for the bookkeeping and accounting services. Zee, is always quick to respond and constantly finds ways to save us every last dollar by implementing effective tax strategies. You?ve truly made our lives easier and more organized, allowing us to focus on what truly matters?the growth of our companies. Thank you for your exceptional service!

Professional, detailed, and timely, Zee takes care of my personal/business bookkeeping and taxes. Highly recommended.

Zee totally helped me get the most out of my tax return, and she was always answer if I had questions. I'd totally recommend her!

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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