LeeTa Associates | San Diego, CA

  • Service Area: San Diego, CA
  • Team Size: 2 employees
LeeTa Associates

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

  • Venmo
  • Zelle

Services Offered

Accounting needs

  • Bookkeeping
  • Preparing tax returns
  • Managing AR and AP
  • Preparing fin. statements

Entity type

  • Individual or sole proprietorship
  • Partnership
  • C-Corp / Corporation
  • S-Corp
  • Non-profit

Industry

  • Sales & marketing
  • Healthcare
  • Technology / IT
  • Manufacturing
  • Financial services
  • Education
  • Retail / consumer goods
  • Real estate
  • Construction
  • Non-profit
  • Other

Annual income

  • Less than $100K
  • $100K - $500K
  • $500K - $1M
  • $1M - $5M
  • $5M - $10M
  • Greater than $10M

Accounting software

  • QuickBooks
  • Xero
  • NolaPro
  • Sage
  • Quicken
  • TurboTax

Work location

  • My customers travel to me
  • I travel to my customers

About

NO HIDDEN FEES ! We have a price list and will send over if you are interested!

Expert bookkeeping, payroll, and individual tax prep services (1040, Schedule C, Schedule E, SMLLC, etc..)

We handle tasks below:

*Recording Transactions: Tracking daily sales, purchases, receipts, and payments.

*Bank Reconciliation: Comparing financial records with bank statements to identify discrepancies.

*Accounts Payable & Receivable: Managing invoices, payments to suppliers, and incoming payments from customers.

*Payroll Processing: Calculating wages, withholding taxes, and ensuring employees are paid on time.

*Financial Reporting: Preparing profit & loss statements, balance sheets, and cash flow reports.

*Tax Preparation Support: Organizing financial data to assist accountants in filing taxes.

* Understanding Tax Laws & Regulations: Staying up-to-date on federal, state, and local tax codes to ensure accurate filings.

* Gathering Financial Data: Collecting income statements, expense records, deductions, and credits applicable to the taxpayer.

* Preparing Tax Returns: Using software or manual methods to calculate tax liabilities, deductions, and potential refunds.

* Identifying Tax Deductions & Credits: Maximizing allowable deductions (e.g., business expenses, charitable contributions) to minimize tax burdens.

* Ensuring Compliance: Verifying that all required forms (e.g., 1040, 1099, W-2) are correctly filed to avoid penalties or audits.

* Filing Taxes Electronically or via Paper: Submitting tax returns through IRS e-file or mailing physical copies when necessary.

* Efile 1099, W2 on client’s behalf

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

  • Background Check
    • Hien Le
    • Completed on 2/19/2025

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