Karen Lee CPA professional accounting services
Certified QuickBooks Consultant · Licensed CPA · Bellevue, WA

Raise Your
Expectations
for What anAccountant Can Do

Karen Lee & Associates brings full-service accounting, strategic tax planning, and certified QuickBooks expertise to business owners and independent professionals across the Bellevue area.

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Licensed in Washington State
Certified QuickBooks Consultant
Free Initial Consultation
10+

Years in Practice

100%

Client Focus

WA

Licensed CPA Firm

Free

Consultation Offered

What We Deliver

Financial expertise
built around you

We bring the same level of personal attention and depth of expertise to every engagement — whether you're a solo professional or a growing business.

Full-Service Accounting

From daily bookkeeping to financial reporting, we handle your numbers end-to-end so you can stay focused on running and growing your business.

Strategic Tax Planning

We work with you year-round to identify legal tax-saving opportunities and ensure you're never caught off guard at filing time.

IRS Problem Resolution

Facing an audit, back taxes, liens, or levies? We provide comprehensive IRS representation and fight in your corner at every step.

Certified QuickBooks Expertise

As a Certified QuickBooks Consultant, we set up, optimize, and train you on QuickBooks so your accounting system actually works for you.

Payroll Management

Stop losing hours to payroll. We handle accurate, compliant payroll processing so you can spend your time where it matters most.

New Business Formation

Starting a business? We help you establish the right structure, set up clean books from day one, and position you for long-term financial success.

Our Services

A complete financial
partner for your business

Small Business Accounting

Comprehensive bookkeeping, financial statements, and accounting support — so your records are always accurate and audit-ready.

Tax Preparation & Planning

Precise tax return preparation combined with proactive planning strategies that minimize your liability year-round.

IRS Audit Representation

We stand between you and the IRS — managing correspondence, attending hearings, and negotiating resolutions including Offers in Compromise.

QuickBooks Setup & Training

From initial setup to one-on-one training and ongoing tune-ups, we make sure you're getting full value from your QuickBooks investment.

Payroll Services

Reliable payroll processing that keeps your employees paid accurately and on time while keeping you compliant with all requirements.

Cash Flow Management

Real visibility into your cash position with structured forecasting and management strategies that keep your business financially healthy.

New Business Formation

Expert guidance on entity selection, initial setup, and financial infrastructure to give your new business the strongest possible foundation.

Non-Profit Accounting

Specialized accounting and compliance support for non-profit organizations, ensuring financial transparency and regulatory adherence.

Bank Financing Support

We prepare the financial documentation and projections lenders need, improving your ability to secure the financing your business requires.

Personal Financial Planning

One-on-one financial guidance covering life events, investment strategies, and tax-smart wealth management for individuals and families.

Karen Lee & Associates professional services
10+
Years serving Bellevue area businesses
About Karen Lee & Associates

Personal service.
Professional results.

Karen Lee & Associates is a full-service accounting firm licensed in Washington State, serving business owners, executives, and independent professionals in the Bellevue area. We built this firm on a simple premise: every client deserves both deep expertise and genuinely personal attention — not a revolving door of staff and one-size-fits-all advice.

What sets us apart is the breadth of what we do and the care with which we do it. Whether you need clean books, relief from an IRS problem, a smarter payroll system, or a QuickBooks setup that finally makes sense, our team brings the same commitment to precision, discretion, and efficiency to every engagement.

We believe in being affordable without cutting corners, experienced without being impersonal, and proactive without being overwhelming. When you work with Karen Lee & Associates, you get a financial partner genuinely invested in your success — not just your next filing deadline.

WA Licensed CPA
Certified QuickBooks Consultant
Affordable Rates
Free Consultation
Get Your Free Consultation (425) 220-6924
Why Clients Choose Us

The Karen Lee difference

Personal Attention on Every Account

You won't get handed off to a junior associate. Every client receives close, direct attention from our experienced team — because your finances deserve real expertise.

Efficient, Discreet, and Affordable

We're known for delivering high-quality results efficiently and with complete discretion — at rates that make sense for small businesses and independent professionals.

Certified QuickBooks Consultants

Our QuickBooks certification means you're working with experts who understand the software deeply — not just accountants who happen to use it.

Full-Spectrum IRS Representation

From audits and back taxes to liens and levies, we handle the full range of IRS issues — so you have an experienced advocate in your corner when it matters most.

Licensed in Washington State

We are a fully licensed CPA firm operating in Washington — giving you the regulatory assurance and professional accountability your business deserves.

BBB Accredited Business

Trusted & Accredited

Recognized for quality, expertise, and client commitment in the Bellevue area.

How It Works

Getting started is simple

01
Step One

Free Consultation

We start with a no-obligation conversation to understand your situation — your goals, your pain points, and what you need most from an accounting partner.

02
Step Two

Assessment & Recommendations

We assess your current financial setup, identify gaps and opportunities, and outline a clear, customized plan of action tailored to your needs.

03
Step Three

Implementation

We get to work — setting up systems, cleaning up books, filing returns, or resolving IRS issues — with minimal disruption to your day-to-day operations.

04
Step Four

Ongoing Support & Planning

We stay engaged throughout the year with proactive tax planning, regular financial updates, and answers to your questions when they arise — not just at tax time.

Frequently Asked Questions

Questions we hear often

You start by calling us. We specialize in taking over disorganized books, reconstructing records, and building clean, accurate accounting systems from the ground up — so you can stop worrying and start managing with confidence.

Yes. We offer comprehensive IRS problem resolution services including audit representation, back taxes, non-filed returns, liens, levies, wage garnishments, Offers in Compromise, and payment plan negotiation. You don't have to face the IRS alone.

As a Certified QuickBooks Consultant, we offer setup, training, and tune-up services designed to make sure your software is configured correctly and that you know how to use it effectively for your business.

Yes. We serve individuals, families, business owners, executives, and independent professionals. Whether you need personal tax preparation, financial planning, or help managing a life event, we can help.

Absolutely. We offer payroll solutions tailored to your business needs — accurate, compliant, and handled so you can put your time back into running your company.

Yes. New business formation is one of our core services. We help you choose the right entity structure, establish sound accounting practices from day one, and build a financial foundation designed for growth.

We do. We're happy to offer a complimentary consultation to discuss your needs and explain how we can best serve you. Reach out by phone or email to schedule yours.

We are based in Bellevue, WA and serve clients throughout the surrounding areas of the greater Bellevue and Renton region. Contact us to discuss your specific situation.

Ready to Get Started?

Your financial future
deserves expert hands.

Take the first step — schedule a free, no-obligation consultation with Karen Lee & Associates. Whether you're dealing with an IRS issue, messy books, or a new business idea, we're ready to help.

Call (425) 220-6924 karen@karenleecpa.com
Office
14205 SE 36th Street, Suite 100
Bellevue, WA 98006
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Phone
(425) 220-6924
Fax: (888) 674-6987
Email
karen@karenleecpa.com
Free consultation →