Lee & Associates

We are an experienced firm that focuses on providing quality services to our clients. In order to provide the personal service our clients expect, we have chosen to remain a small firm. It is our goal to perform services in a time and cost effective manner. Spending the time necessary to provide quality services to our clients helps to keep our services cost effective by ensuring that our clients have few long-term time consuming and costly tax and financial problems.Nancy received her Bachelors in Business Economics (Cum Laude) with departmental honors in economics from Willamette University in May of 1993.

We strive to provide detailed and thoughtful services to our clients. This approach ensures that we ask needed questions of our clients, often bringing up relevant information not initially provided by our clients. We work with our clients, including both individuals and small businesses, to find the best tax strategy for both their personal and business needs.

Due to the tax advantages enjoyed by clergy and the special rules that apply to those advantages, their income tax returns are quite complex. We have found that many tax practitioners and Internal Revenue Agents do not understand the tax rules for pastors and other clergymen and women. We have spent much time in the past few years helping our clergy clients clean up returns which were improperly prepared, and where necessary, working with the Internal Revenue Service to resolve problems.We also work with churches and other religious institutions to help them correctly handle ministerial payroll, housing allowances, and other items of compensation and fringe benefits.