Karen Lee, CPA · Long time Folsom resident · Sacramento area
Room to think it through
Your books, the next tax decision, and the notice you received can share one calm response.
Services
Advisory, year-round tax planning, help with a notice, and tax preparation when it is part of that work.
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Advisory Services
Full-service accounting support for small businesses. From setting up your accounting software to monthly check-ins and year-round tax planning, I’m here to help you stay organized and keep your accounting up to date.
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Tax Planning and Strategy
Don’t wait until tax season to think about your taxes. Year-round tax planning for your business helps you reduce your tax burden and stay compliant. I’ll identify strategies tailored to your situation, help you implement them, and monitor your progress throughout the year.
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Tax Resolution and Relief
Received a tax notice? Don’t panic. I’ll help you understand what it means and what to do next. Whether it’s a simple error or a complex issue, I’ll guide you through the resolution process with compassion and clarity.
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Tax Preparation
Professional tax return preparation for advisory and bookkeeping clients, or as part of tax resolution services. I’ll ensure your returns are accurate, compliant, and optimized for your situation. I don’t prepare a return as a stand-alone service outside that work.
About
Karen Lee, CPA
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.
In their words
Notes from people who have worked with me.
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Karen worked with me to handle the books on a small online business I purchased. She was an incredible help, easy to work, and quick to respond. You should hire her!
Mike Julian · -
Hands down the best!! I have worked with Karen for the past year on both my personal taxes as well as business taxes/accounting. She is so patient with my questions and happy to jump on the phone when needed. I highly recommend Folsom Lake Accounting!
Jennifer Wingfield · -
Karen and Folsom Lake Accounting has done an incredible job with taking extra care of our taxes. She is extremely thorough and knowledgeable. We will continue to trust our business and family assets with her!
Julie Groark ·
Questions
Can I hire you only to prepare a tax return?
Tax preparation is for advisory and bookkeeping clients, or as part of tax resolution services. It is not a stand-alone, open-enrollment service.
I received a notice from the IRS or the FTB. Can you help?
Yes. Communication with the IRS and the FTB can be intimidating. I’ll help you understand what the notice means and what to do next, and I’ll guide you through the resolution process with compassion and clarity.
What does advisory support include?
Advisory support includes setting up your accounting software, monthly check-ins, and year-round tax planning so the accounting stays current.
Do you work with individuals as well as small businesses?
Yes. I help small businesses and individuals navigate accounting challenges, including communication with the IRS and the FTB.
How do I start?
Book a meeting, or call (916) 542-4994. That conversation is where I learn what you need.
Where do current clients sign in?
Current clients can sign in through the client portal.