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Lee Jackson

schedule a free consultation

Taxation specialist - CPA

credentials

contact

+1(919) 934-6109
Lee@djwcpa.com

PO Box 1249

212 South Third Street

Smithfield NC 27577

bio

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Helping businesses and individuals avoid tax issues. Paying as little tax as legally allowed is my goal

q & a

What characteristics do your favorite clients share?

I find the more intelligent and well financed a client is then the easier it is to help them save and plan

Why should a client hire you?

Our firm openly and honestly advised without having our judgment clouded by fees or commissions... The firm woks together so we are always accessible

Describe a time where you went beyond expectations when working with a client.

There are many examples and we can gladly provide referrals to any client wishing to speak to previous or existing clients

What single project or task would you consider your most significant accomplishment in your career to date?

The financing and building of the only charter school in Johnston County... I invite anyone to visit the school or its website... Neuse Charter School of Johnston County NC

education

Wake Forest UNiversity

Bachelor of Accounting/History

1988

experience

Dees Jackson Jackson & Assoc, PA

managing Partner
Smithfield, NC

10/1988 - present

associations

NCACPA, AICPA, CGMA

Member since

Honors & Awards

Citizen of the Year

2014

business info

Dees Jackson Jackson & Assoc, PA

CPA CGMA Tax professional personal reasonable intelligent experienced tall good looking funny

www.djwcpa.com

Established 1970

Our business is the oldest CPA firm in Johnston county and will be here for many years to come. We pride ourselves on professional expert service

hours of operation

Sunday closed
Monday 08:00 AM - 05:00 PM
Tuesday 08:00 AM - 05:00 PM
Wednesday 08:00 AM - 05:00 PM
Thursday 08:00 AM - 05:00 PM
Friday 08:00 AM - 12:00 PM
Saturday closed

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services

Financial Services

Stocks or bond investments
Real estate investments
Hedge funds
Private equity
Tax & estate planning
Retirement planning
Annuities
Insurance investments

fee structure

Hourly fees

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


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