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    Lia Lee, CPA

    5.0 (5 reviews)
    Open 9:00 am - 5:30 pm

    Services - Lia Lee, CPA

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

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    Prime Tax & Bookkeeping

    Prime Tax & Bookkeeping

    (4 reviews)

    I have been working with Prime Tax for about 3 years now for my personal and business taxes, and…read moreI'm really glad I found them. When I started working with them I had a few notices as well and they made the whole process a lot easier than I expected. Lena took her time to explain things clearly and answered all my questions without making me feel rushed. I especially appreciated how organized and communicative they were -- I always knew what documents were needed and what step we were on. The turnaround was reasonable, and I feel confident everything was handled correctly. Pricing felt fair for the level of service and professionalism. If you're looking for someone knowledgeable, patient, and reliable for tax help, I'd definitely recommend checking out Prime Tax and Bookkeeping

    I want to start by saying that Prime Tax Service provides an incredibly professional experience…read more Lena truly knows her stuff! From the moment I walked in, I could tell this wasn't your typical tax office. Most places I've been to feel cluttered and chaotic, and I always worry that my information might get lost. But at Prime Tax Service, the office is clean, organized, and welcoming. I felt confident and comfortable every step of the way. Not only did Lena handle my taxes with complete professionalism, but she also took the time to share valuable information about finances and business. I left not only satisfied, but also more informed and confident about my financial future.

    Herbert Financial Group

    Herbert Financial Group

    (18 reviews)

    I saw this Business in yelp had good reviews I search tax preparation This is a CPA firm with…read moreover 20 years of experience, they specialize in Tax Mitigation and have a strong understanding of the complexities involved in filing taxes. When I came in the office I was introduce to Mr Hanna he is a Managing Partner from Herbert Financial he and Mr Admir process my taxes I was pleased with how they handled this process with the amount of patience they have for their customers he explained everything they process Im in good terms my taxes were finally done they really care and value me as a new customer the price was affordable , I'm coming back with my family and friends , Thank you for your outstanding service

    Our experience with Herbert Financial Group was extraordinarily disappointing…read more We retained this company to handle our taxes and, most importantly, to address outstanding payroll filings that required immediate professional attention. Communication was consistently terrible, including an employee who did not respond to emails repeatedly, additionally I texted the owner Andy with urgent issues on May 26 and did not receive a response until June 17. When a meeting was finally scheduled, the purpose of discussing the backed payroll filings had been confirmed in writing. Nevertheless, the representative arrived unprepared to address them and instead focused on trying to solicit us for new payroll services. After we repeatedly asked how the work we had already contracted and paid for would actually be completed, we were informed that Herbert Financial Group had handed it to a different company. That outside provider then told us he would not perform the outstanding payroll work unless we also transferred our current payroll business to him. We never agreed to that additional condition. Despite the delays, meetings, and repeated requests, we were not provided satisfactory proof that the core work was completed. In my experience, the process was disorganized, unresponsive, and felt like an attempt to turn an urgent compliance matter into an upselling opportunity. Business owners dealing with payroll-tax problems need urgency, preparation, transparency, and clear accountability. We received none of those things. The only period we received diligence and professionalism was when Andy and his wife were trying to secure the contract. We have terminated the relationship and requested a refund. Based on our experience, I cannot recommend Herbert Financial Group. Andy, send us our money back.

    Lia Lee, CPA - taxservices - Updated July 2026

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