1. Lee CPAs & Associates

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Deerfield, IL

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Lee CPAs & Associates

5.0 (2 reviews)
Open • 7:30 am - 5:00 pm

Services - Lee CPAs & Associates

Audit and conflict resolution support

Current year tax preparation and filing

Past year(s) tax preparation and filing

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OPS Accounting

OPS Accounting

(27 reviews)

I HIGHLY recommend Ted and am so thankful to have found him. I had an urgent tax matter and reached…read moreout to a few firms on Yelp. Ted was by far the most responsive. He made a daunting matter less scary and held my hand through the process to resolve the matter all via Cloud and a quick chat. Very impressed by Ted's professionalism, friendliness, honesty, and expertise; he knows his stuff! Ted is the man for your tax needs! He is the best.

Very unprofessional. I informed Ted I had an operation scheduled for June 10, 2025, and this was…read morethe first week in April 2025, and I knew I needed to file an extension. I wound up filing an extension for myself. Further, only today, at the last minute, does he send me the return he prepared with several errors, such as a wrong address, an address no prior accountant has ever used for the return. He keeps making excuses for all his errors and even tries blaming a prior accountant for his incompetence, such as the necessity of including a balance sheet. A balance sheet is not required by the IRS. He pays no attention to details and only skims the information you send him. It got to the point where I had to terminate him, and I will need to hire a different (competent) accountant to do the returns. Avoid like the plague. Reply: With the number of errors you made, you have no basis to charge for anything. First, many statements you made are factually incorrect. The LLC does not and has never had over 250k in assets. As noted, with over 40 years of tax returns filed, not one prior accountant ever used an incorrect address, not one, only you. Second, it was clear you constantly made errors, never reviewed the entire information, as I had to keep sending you emails to correct and supplement the information you entered. It was very apparent I would never use your services again or recommend you, and you saw that coming and cut bait. It is clear you have had this problem with previous clients, and it is not new to you. Just look at the 2018 review.

Wealth Financial Services & Tax Advisory

Wealth Financial Services & Tax Advisory

(18 reviews)

It's been an amazing experiance having my investments intergrated into my tax plan. Also appreciate…read morethat also give help when it comes to medicare, estate planning and tax planning and prep all in one location. They also have a team approach where each team member seems to really care. Thank you Jordan, Mark, Nicole and the entire team.

Be aware that Tom Flowers is an insurance salesman motivated by commission sales, not a financial…read moreplanner or a fiduciary as he represented himself to us to be. Therefore, there is a conflict of interest in that his interest is earning the highest commissions regardless of whether the product he is selling the customer is best for them. We were "sold" complex annuities that were not at all in our best interest, costing us tens of thousands of dollars. Also be aware that there is a high fee (minimum 1.5%) for assets under management for relatively poor performance, high expense ration funds and no tax guidance. That fee was misrepresented to us as well. We were advised brokerage firms like Vanguard had a variety of "hidden fees" yet refused to detail what those "hidden fees" actually were. We were also "guaranteed" the fee for tax preparation would be $79 per year provided we were customers of the firm, yet that also was a misrepresentation. After it became apparent we were not "buying" the bs anymore, we never heard from them again. Don't let the "treating you like family" allow you to drop your guard and trust them because they are not at all trustworthy.

Lee CPAs & Associates - taxservices - Updated October 2026

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