Welcome

Welcome to my Website

I’m Dennis A. Lee, Enrolled Agent, a financial and accounting professional in Santa Fe, New Mexico. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, tax, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

I also understand that small business owners each have unique accounting, tax, payroll, and retirement needs for their business.  At the initial conference, we discuss the nature of the work to be done for you and the fee arrangement.

I have more than 30 years of experience in accounting, tax, and financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life.

Please, feel free to browse my website to see the services I offer as well as the many helpful resources I provide. When you are ready to learn more about what I can do for you, I encourage you to contact me.

Also please do not forget to ask me about my free pickup and delivery service.

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