Professional Business Services
Accounting, Tax and Financial Planning Services
Small Business Accounting
Payroll Services
Business Advisory Services
Tax Services
Accounting Software Set-Up
Our Mission
Experience and Expertise
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Trusted Experience
Richard Lee
With more than 3 decades of business and tax management experience, Rich has developed a sharp eye for how businesses get bogged down with inefficiencies and out of date practices. His optimistic, straight to the point approach helps business owners fix what is broken which allows them to focus on making profits. As an entrepreneur who quickly built his own successful business and tax management company, he empathizes with business owners and helps them produce smart, effective plans to maximize their profits and minimize their tax burden.
Rich is a graduate of Algonquin College with a diploma in Accounting, he is continually supplementing his knowledge with continuing education and online accreditations. He proudly serves as Chair of the Algonquin Alumni and Friends Network Advisory Committee. His interests include having the world’s largest air guitar collection, hockey, ball, ballroom dancing, movies and writing about himself in the third person.
Rich is on a lifelong journey to fill a list of moments worth remembering.
Example Services
What We Do For You
Bookkeeping
We will create and maintain a chart of accounts to capture all of your financial transactions and provide the right information to mange your business.
Bank Reconciliation
A clean set of books is important and we will ensure accounting transactions are matched with monthly bank statements.
Financial Statements
We will prepare a complete set of professional financial statements to help you assess the health of your business.
Tax Planning & Preparation
Receive all applicable deductions and credits and adjust your finances to take advantage of tax benefits on future returns. We help you pay the lowest amount of tax required by law.
Payroll
Ensure you are up to date with legislative changes and benefits administration. We offer complete payroll solutions with quality work, done in a timely fashion.
Tax Problems
Missed tax filings? Insufficient funds? Failure to remit payroll taxes? We will work with you to resolve tax problems from previous years and set you up for future success.
Building Better Community
Community Partnerships
We are active in the community through volunteering and donating to local clubs and associations over the years including:
- Osgoode Youth Association
- Osgoode Village Community Association
- Ottawa Food Bank
- Osgoode Rideau Minor Hockey Association
- Rideau Osgoode Minor Softball Association
- Osgoode Rideau Soccer Association
- Ottawa South United Soccer Association
- Osgoode Friday Night Hockey League
- Algonquin College Foundation Board
- Metcalfe Hornets Ringette
- Osgoode Lions
Rich Lee is the Past Chair ManDay Prostate Cancer Fundraiser and the Current Chair Algonquin Alumni and Friends Network Advisory Committee.
Book An Appointment
‘I have a particular set of skills that may be of interest to someone like you…’,
and I was hooked.”
Lee & Associates for over 20 years, handling both our business and personal needs, and couldn’t be more satisfied with their service. Richard and staff are very personable, reliable and pleasant to deal with, promptly meeting deadlines, and always going the extra mile in your best interests. .”
Valuable Resources
Links We Like
Government of Canada
Government of Ontario
City Of Ottawa
Our Pricing
Commitment
We get to know your business.
We propose a plan to help you get where you need to go.
Fixed monthly fees, no surprises.
Please contact us for a free consultation.
Serving the National Capital
Located In Osgoode, Ontario
We are located in the National Capital Area and serve locations worldwide. We welcome you to call our office or send us an email:
How to Find Us
3392 Leroy Street
Osgoode, ON
K0A 2W0
How to Reach Us
613-826-2224 (Fax)