Lee A White & Associate - Lee White CPA
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Accountants-Certified Public, Accounting Services, Business Brokers
86 Summer St, Barre, VT 05641
802-476-6191
CLOSED NOW:
Today: 8:00 am - 5:30 pm
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- 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
- Extra Phones
Fax: 802-476-0642
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - 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
- Services/Products
- Bookkeeping ServicesBondsMutual FundsBusiness AccountingPayrollTax PreparationTax PlanningIndividual Retirement AccountsComputer servicesIncome TaxesTax Planning & Tax PreparationTax Return PreparationAccounting
- AuditingTax PreparationsBookkeepingLegal IssuesAnnuitiesBusiness PlanningConsultationsPayroll ProcessingTax FormsAnnuitiesBondsMutual Funds
- Payment Options
- Brands
- IRS E-File, Quickbooks, Quicken, Rapid Refund, TaxCut, TurboTax
- 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
- Other Information
Specialties: Law;Computer Consulting;Non-profit;Government Affairs
Data provided by one or more of the following: Thryv, Data Axle, Yext.