Business Details
30 Years
experience
Your Trusted Partner for Accounting and Tax Solutions
At SK LEE CPAs, we have dedicated ourselves to delivering professional, personalized accounting and tax services tailored to the unique needs of individuals and businesses. With over two decades of experience, our firm combines deep expertise in financial planning, tax management, and advisory services to help clients navigate an ever-changing regulatory landscape. Our team of seasoned professionals prioritizes close analysis and attention to detail, ensuring every client receives strategic guidance aligned with their long-term goals.We pride ourselves on maintaining high standards of excellence, fostering long-term client relationships through transparency, reliability, and a commitment to staying ahead of industry trends. Our mission is to empower clients to achieve financial viability today while proactively preparing for future challenges and opportunities.
Services
Accounting Services
Tax Management
Bookkeeping
Estate Planning
Payroll Services
Audits
Financial Projections
QuickBooks Assistance
Assurance Services
Cash Flow Analysis
Details
- Year established: 1996
Highlights and features
- We have over 35 years of experience in public accounting and tax planning.
- Our team includes certified professionals with expertise in audits and financial projections.
- We offer secure client portals with encrypted file sharing and data backups.
- We provide personalized guidance for estate planning and business restructuring.
- Our firm maintains membership in the American Institute of CPAs and Kentucky Society of CPAs.
Services
Accounting Services
Our accounting services provide accurate record-keeping, financial statement preparation, and tax planning support for businesses of all sizes. We help clients maintain profitability through cash flow analysis and accounting system setup. Our expertise ensures compliance with evolving tax regulations while optimizing financial strategies for long-term success.
Tax Management Services
We offer comprehensive tax planning and preparation to minimize liabilities while maximizing cash flow for individuals and businesses. Our team stays updated on changing tax laws to identify opportunities for savings and ensure timely compliance with federal and state requirements.
Bookkeeping/Write-up
Our bookkeeping services streamline daily financial tasks, including payroll processing and account reconciliation. We help businesses maintain organized records to support informed decision-making and reduce administrative burdens, allowing clients to focus on core operations.
Estate and Trust Planning
We assist clients in creating estate plans that ensure smooth asset distribution while minimizing tax implications. Our services include trust planning and tax preparation to protect beneficiaries' interests and maintain compliance with complex regulatory frameworks.
Payroll Services
Our payroll solutions automate tax calculations, payment processing, and compliance reporting for businesses. We implement efficient systems to reduce administrative workloads while ensuring accuracy in employee compensation and regulatory filings.
People
Sammy K. Lee
Principal
Certified Public Accountant with 35 years of experience in tax planning, auditing, and business consulting. Member of the American Institute of CPAs and Kentucky Society of CPAs.
Connie Molen
Senior Tax Preparer
42-year veteran in public accounting specializing in individual and business tax preparation. Joined the firm in 2001 after working in family-owned accounting practice.
Poem A. Lee
Staff Accountant
Auditing specialist with 4 years of public accounting experience. Holds dual degrees in Accounting and Finance from Eastern Kentucky University.
Chad Fugate
Staff Accountant
Accounting graduate pursuing MSA with expertise in tax planning and preparation. Joined the firm in 2022 after academic training at Asbury University.
Sydney Charles McWhorter
Staff Accountant
3-year tax planning professional with dual degrees in Accounting and Marketing. Specializes in individual and business tax strategies for Eastern Kentucky clients.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial projections, and tax planning tailored to small business needs.
How do you ensure client data security?
We use encrypted client portals, real-time data mirroring, and off-site backups to protect sensitive financial information.
Can you assist with estate tax planning?
Yes, our team helps create estate plans that minimize tax liabilities and ensure smooth asset distribution.
Do you offer QuickBooks support?
We provide QuickBooks setup, training, and troubleshooting services for businesses using the accounting software.
What are your office locations?
We serve clients from offices in Berea and Richmond, Kentucky, with virtual support available statewide.
