Find a business

        Saved to Favorites

        (802) 476-6191Visit WebsiteMap & Directions86 Summer StBarre, VT 05641Write a Review

        More Info

        Click for more Information.

        General Info
        The accounting firm of Lee A. White and Associates was established on June 15, 1990 as a sole proprietorship. The firm is in compliance with the registration and permit requirements to engage in the practice of public accounting within the state of Vermont. The firm specializes in CPA work such as audits, compilations, and reviews, bookkeeping and accounting services and prepares corporate, partnership, trust and estate tax returns. The firm employs staff accountants and will employ other accountants as needed. Individual taxes and accounting write-up work are performed through a related subsidiary, White & Associates. Both businesses are now subsidiaries of White & Associates, Inc.. The combination of both organizations employs approximately 7-9 people. The firms presently employ four CPA's. Lee A. White CPA, CFP, PFS is the managing CPA of the firm and has been providing accounting and auditing services since 1978. Mr. White passed all four parts of the CPA test on his first attempt in November of 1992 and was officially licensed by the State of Vermont as a CPA on March 23, 1984. Mr. White was licensed as a Certified Financial Planner and a Personal Financial Specialist in 1995. Mr. White's work experience includes four years 1979-1982 spent auditing with the Auditor of Accounts office. Two years 1982-1984, were spent with a small local firm in Barre, VT which specialized in taxes and write up work. Additional experience was obtained by working for a larger firm of about 20 in Burlington, VT from 1984-1985. That firm specialized in audits of both local governments, schools, other non-profit organizations. The next five years were spent with Urbach, Kahn & Werlin, a CPA firm based out of Albany, NY but located in Burlington, VT who at that time were one of the 25 largest accounting firms in the country. His level of concentration was primarily in auditing with his specialty being non-profits
        Email
        BBB Rating
        A+
        BBB Rating and Accreditation information may be delayed up to a week.
        Extra Phones

        Fax: (802) 476-0642

        Services/Products
        Bookkeeping Services, Bonds, Mutual Funds, Business Accounting, Payroll, Tax Preparation, Tax Planning, Individual Retirement Accounts, Computer services, Income Taxes, Tax Planning & Tax Preparation, Tax Return Preparation, Accounting, Auditing, Tax Preparations, Bookkeeping, Legal Issues, Annuities, Business Planning, Consultations, Payroll Processing, Tax Forms, Annuities, Bonds, Mutual Funds.
        Brands
        IRS E-File, Quickbooks, Quicken, Rapid Refund, TaxCut, TurboTax
        Payment method
        check, money order
        Accreditation

        American Institute Of Certified Public Accountants

        Certified Public Accountant

        Certified Personal Financial Specialist

        Certified Public Accountant

        Vermont Society of CPA, National Association of Tax Preparers, Vermont Tax Practioners Association

        Other Link

        http://www.leewhitecpa.com

        Social Links
        Categories
        Accountants-Certified Public, Accounting Services, Business Brokers, Business Coaches & Consultants, Business Management, Employment Agencies, Employment Opportunities, Financial Services, Management Consultants, Payroll Service, Tax Return Preparation
        Other Information

        Specialties: Law;Computer Consulting;Non-profit;Government Affairs

        Reviews

        Hi there!
        Be the first to review!
        What do you rate this business?First-classBetter than mostAbout what I expectedNot the worst...Disappointing
        Click to Rate

        Details

        Phone: (802) 476-6191

        Address: 86 Summer St, Barre, VT 05641

        Website: http://www.leewhitecpa.com