Cancel

    Open app

    Search

    Monty Lee, EA

    3.3 (7 reviews)
    Closed Closed

    Services - Monty Lee, EA

    Accountants

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

    Monty Lee, EA Photos

    You might also consider

    Recommended Reviews - Monty Lee, EA

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration
    Photo of Tony L.
    101
    267
    24

    3 years ago

    He doesn't have hair. But he's a good accountant and easy to work with. Need to type a bit more.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    4 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    6 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    10 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    11 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    11 years ago

    Helpful 0
    Thanks 0
    Love this 1
    Oh no 0

    Ask the Community - Monty Lee, EA

    You might also consider

    Verify this business for free

    People searched for Accountants 3,706 times last month within 20 miles of this business.

    Verify this business

    Flex Tax and Consulting Group - Google Highly Rate Veteran Led Business

    Flex Tax and Consulting Group

    (166 reviews)

    North Beach/Telegraph Hill

    Working with Chris at Flex Tax was an outstanding experience. From start to finish, he kept us in…read moreconsistent communication, never leaving us guessing about where things stood. No matter how detailed our questions got, Chris had thoughtful answers and took the time to explain things every time. Chris genuinely made the process feel easy and stress-free. Highly recommend Flex Tax to anyone looking for top-notch service that is efficient and affordable!

    Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

    Meseret Y Zeleke, CPA

    Meseret Y Zeleke, CPA

    (31 reviews)

    Meseret exhibits an exceptional level of professionalism, punctuality, integrity, and thoroughness…read morein her tax services. She is a dependable Certified Public Accountant.

    I regret hiring Meseret. I could have calculated my own returns in less time than it took me to…read moreplead with her (unsuccessfully) to fix the ~$5000 in mistakes she made. The problems all started when I found a mistake she made in our returns, which would have cost us $4000: she hadn't claimed an exemption for us even though I told her we qualified for it. She initially refused to discuss over email, forcing me to come in person where she didn't seem to understand what I was saying, and instead inflicted a confusing lecture about how we couldn't claim it (we can). My impression is that she was not familiar with this common exemption. She seemed pridefully unwilling to admit her mistake. After many more emails in which I pled with her to fix this error detailing the exact form and line, with links to the IRS instructions, she changed her story, implying that I must have had undisclosed IRA transactions and was therefore attempting tax fraud. It seemed like she was not aware that IRA contributions can be made retroactively, and that confused her. I finally provided her with detailed month-by-month IRA account statements showing the exact dates of those transactions from a decade ago, and she relented, and recomputed our returns. As a finale performance, she unnecessarily had us claim the full amount of a lifetime exemption (first-time home buyers'), even though we only needed a portion of it. This would have eliminated our ability to use the remainder in future years (costing us maybe $600-$1000 in the future). When I asked her to fix it, she incorrectly claimed that the exemption can only be used for our first house purchase (false), and she stubbornly inflicted another infuriating lecture upon me. I finally decided to quit wasting my time and file the returns myself. I didn't pay her hundreds of dollars to spend hours trying to educate her while she accuses me of fraud and gives misinformed lecture after lecture. Meseret has a lot of good reviews from people who I'd guess haven't ever double-checked her work before - or maybe those people don't actually exist. Please double-check her work, or better yet don't hire her in the first place. It might be a costly and time-consuming mistake.

    Friedman & Sandler, PC

    Friedman & Sandler, PC

    (2 reviews)

    Bruce is a well boundaried individual with good communication and response times. His rates are…read morelower than we were paying at one of the bigger CPA chains and the process was easier. We have not met in person though you can stop by his office to meet the staff and drop off documents. Bruce has a sense of flow that comes from doing what needs to be done and not doing what doesn't need to be done. That is a rare quality in a person of any industry ... we look forward to returning next year.

    I cannot believe I am the first person to review Bruce, my tax angel. Maybe he is a tax secret I…read moreshould keep to myself, but that just wouldn't be right. Bruce is funny and knows his stuff. What I love is that he not only knows his stuff and stays up to date, but he reads up on tax stuff that is specific to my type of business. I mean this level of personalized care should be expected right? But I can tell you from experience it isn't. And in my world, I have paid a lot for my mistakes or my tax person's mistakes. Im not a cookie cutter business and Bruce doesn't treat me that way. He looks at my business history, my business in the present, and helps me plan for the future. We talk about my goals for me, for my family, and for my future. He is a great resource to have, he has a wealth of knowledge to share, and his price is certainly reasonably considering how much you will save and learn. He works with my bookkeeper whose in the next door office, so my books are in tip top shape. Anyways, if you don't want to worry about taxes every April, tax planning with the right tax guy is totally worth every penny.

    Monty Lee, EA - accountants - Updated May 2026

    Loading...
    Loading...
    Loading...