Patrick Lee @ Investment Resources

I am an Enrolled Agent and Licensed Tax Consultant specializing in guiding individuals and businesses in selecting the most appropriate entity structure to meet their needs. Additionally, I work closely with clients to establish effective record-keeping practices that ensure accurate financial tracking and minimize the risk of lost expenses due to suboptimal methods.
To assist prospective clients, I offer a complimentary initial consultation, during which I assess their specific requirements and provide valuable insights on how to efficiently track expenses. I also provide comprehensive tax services for both personal returns and business filings.
As part of my commitment to exceptional service, I offer two complimentary one-hour consultations after tax season for clients whose returns I have filed.
Investment Resources does not currently offer book-keeping services in house, but have a referral list they work closely with.