Yuma's Trusted Tax Professionals

Your Financial Future Deserves More Than a Form Filler

Personal attention. Meticulous accuracy. A partnership built on trust — so you can keep what you've earned and move forward with confidence.

Years of Service 15+
Clients Served 3,000+
Refund Accuracy 100%
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What We Offer

Comprehensive Tax & Financial Services

From simple individual returns to complex business filings, we deliver precision and peace of mind at every step.

Individual Tax Filing

Federal and state returns prepared with care — from W-2s to itemized deductions, we maximize your refund while ensuring full compliance.

Business Tax Returns

LLCs, S-Corps, partnerships, and sole proprietorships — structured filings that protect your business and optimize your bottom line.

IRS Resolution

Audits, notices, or back taxes? We stand beside you through every interaction with the IRS, advocating for your best outcome.

Refund Anticipation

Need funds before your refund arrives? We help you access your money quickly and responsibly, with transparent terms and no surprises.

E-Filing & Year-Round Support

Fast, secure electronic filing with real-time status tracking. And we don't disappear after April — we're here when you need us all year.

Wage & Income Statements

W-2s, 1099s, and all supporting documents prepared and organized so your return is complete, accurate, and audit-ready from day one.

Professional tax office interior with organized workspace

About Lee's Income Tax

A Legacy of Trust in Yuma's Financial Community

For over 15 years, Lee's Income Tax has been the go-to tax professional for individuals and businesses across Yuma County. What began as a commitment to serve our neighbors with honesty and integrity has grown into a full-service practice built on referrals, repeat clients, and an unwavering standard of quality.

We understand that taxes are more than numbers on a page — they represent your hard-earned money, your family's security, and your business's future. That's why we treat every return with the same diligence and personal attention we would give our own finances.

IRS-Certified Practitioners
Transparent Pricing — No Hidden Fees
Confidential & Secure Handling
Personalized Service, Not a Call Center

Why Choose Us

The Difference Is in the Details

Anyone can fill out a form. We bring expertise, empathy, and an eye for every opportunity to save you money.

01

Deep Local Knowledge

Yuma has unique tax considerations — agricultural income, military installations, cross-border considerations. We know them inside and out and factor every relevant credit and deduction into your return.

02

No Rushed Filings

We never process your return in a hurry. Every line is reviewed, every deduction verified, every calculation double-checked. Your accuracy is our reputation.

03

Fair, Upfront Pricing

You'll know exactly what your filing costs before we begin. No surprise charges, no pressure to add services you don't need. Honest work at honest prices.

04

We're Here Year-Round

Tax season doesn't define our relationship. Whether it's life changes, business decisions, or an unexpected IRS notice — call us anytime. We're your tax partner, not a seasonal vendor.

How It Works

Your Return, Simplified

From your first call to your refund in hand, every step is clear, guided, and stress-free.

1

Schedule Your Appointment

Call us or send an email to book a convenient time. Walk-ins are welcome, but appointments ensure we give you our full, unhurried attention.

2

Bring Your Documents

Gather your W-2s, 1099s, prior-year returns, and any relevant financial records. We'll let you know exactly what you need so nothing is left to chance.

3

We Prepare & Review

Our team prepares your return with meticulous care, then reviews it thoroughly — checking for every deduction, credit, and compliance requirement.

4

You Sign & We File

You review the completed return, ask questions, and approve it. We then file electronically for fast processing and monitor your refund until it arrives.

Client Testimonials

What Our Clients Say

The trust of our community is our greatest achievement.

"I've been coming to Lee's for over a decade. They always find deductions I didn't know existed and explain everything in plain language. It's a relief to know my taxes are in good hands."

— Longtime Yuma Client

"When the IRS sent me a notice, I panicked. Lee's handled everything — they communicated with the agency on my behalf and resolved the issue quickly. I couldn't have asked for better support."

— Satisfied Business Owner

"As a first-time homeowner with rental income, I thought my taxes would be a nightmare. Lee made it simple, found credits I never would have caught on my own, and got me a larger refund than I expected."

— First-Time Homeowner & Investor

Ready to File With Confidence?

Your Money Matters.
Let Us Protect It.

Schedule your appointment today and experience the difference that personal, professional tax service can make. We're here when you need us — tax season or otherwise.

Get in Touch

Visit Us or Reach Out

We're conveniently located in the heart of Yuma. Stop by during business hours, call us, or send a message — we look forward to helping you.

Address 1413 S 5th Ave, Yuma 85364-4648
Business Hours Mon – Fri: 9:00 AM – 6:00 PM
Sat: By Appointment
Sun: Closed

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