Nancy Lee Bolton, CPA, PC is an experienced firm that focuses on providing quality services to clients in a time and cost effective manner. We believe long-term relationships with our clients and strong ethical values help us to provide top quality service.
By honoring our commitments and knowing your business and personal information intimately, we can best serve your needs. We merge today's technological opportunities with our beliefs about how business should be done, striving to use technology to increase efficiency while ensuring client data remains secure. Formerly known as Lee & Associates, PC, Certified Public Accountants.
Small firm providing personalized service
Over 20 years of experience
Specialized clergy tax expertise
Technology-enhanced efficiency with secure data handling
Formerly Lee & Associates, PC
Services
Income Tax Planning and Preparation
We work with individuals and small businesses to find the best tax strategy for both personal and business needs, presenting options and recommendations to produce quality tax plans and returns.
Comprehensive tax strategyPersonal and business focusClient-inclusive process
Accounting Systems Consulting
We provide clients with assistance in selecting and setting up accounting software, recommending QuickBooks for many clients while working with many other products.
Software selection assistanceQuickBooks recommendedMulti-product support
Clergy Tax Services
Specialized tax services for pastors and clergy, addressing complex tax rules, housing allowances, ministerial payroll, and resolving improperly prepared returns with the IRS.
Clergy tax expertiseHousing allowance calculationsIRS problem resolutionChurch payroll guidance
Credentials & Certifications
Certified Public Accountant (CPA)
American Institute of CPAs (AICPA) Member
Oregon Society of CPAs (OSCPA) Member
Beta Alpha Psi Accounting Honorary Fraternity
Reviews
Rating
3.7
★★★★☆
Reviews
3
Frequently Asked Questions
What types of clients do you serve? +
We serve individuals, small businesses, clergy (pastors and other religious workers), and churches/religious institutions.
Do you help with clergy tax issues? +
Yes, we specialize in clergy tax services including complex tax rules for pastors, housing allowances, ministerial payroll, and resolving IRS problems from improperly prepared returns.
What accounting software do you recommend? +
We recommend QuickBooks for many clients, but we also work with many other products.
How long has the firm been in business? +
Nancy Lee Bolton has worked in public accounting for over 20 years.
Where is the firm located? +
The firm is located at 10151 SW Barbur Blvd., Suite 105D, Portland, Oregon 97219-5911, in the Colonial Office Campus.
3.7
