I'm Karen Lee, CPA and long time Folsom resident. My passion is helping others. For small businesses, accounting can be stressful and confusing. For individuals, communication with the IRS and FTB can be intimidating. I find joy helping small businesses and individuals navigate accounting challenges without stress. Whether you are a small business owner or an individual needing accounting services, I would love to help.
I offer comprehensive tax planning to find every available tax strategy to reduce your taxes based on your specific situation. Most people only think of taxes once a year when they are legally required to file their tax return. Unfortunately, your annual tax return is just a reflection of what has already happened in the past year.
Alternatively, tax planning is a proactive year round approach. I look at the bigger picture and offer forward looking tax planning strategies to reduce your taxes. I can help you implement the strategies that are available to you as well as maintain and monitor your compliance throughout the year.
The purpose of tax planning is to lower your overall tax liability. My goal is to help you achieve that when it comes time to file your annual tax return.
Folsom Lake Accounting specializes in empowering small businesses through our comprehensive advisory services. We understand the unique challenges that small businesses face, and are committed to providing solutions that go beyond basic accounting. Folsom Lake Accounting offers full-service solutions for all your accounting needs. From setting up your accounting software, to monthly check-ins, to implementing an annual tax planning approach, we will be with you every step of the way.
I help clients resolve their tax problems with compassion and understanding. I understand the stress of dealing with the IRS, especially if you have received a notice that says you are out of compliance or owe money.
I will help you understand what the notice means and how to handle it. Some notices might have been sent in error, others might require a simple call to the IRS or the notice might be more complicated and require prompt attention and a plan.
Folsom Lake Accounting will help you determine what the next steps should be. If you have received a notice you are unsure how to handle, please contact myself or another CPA who handles tax resolution as soon as possible to make sure you don’t miss an important deadline.