At Elevate with Lee, I am committed to helping individuals, families, and businesses elevate their financial security with a comprehensive range of services, including expert tax preparation, reliable bookkeeping, and trusted life and health insurance solutions. Whether you're managing your personal finances or protecting your family's future, I am here to provide the support and guidance you need to thrive.

OVER 10 YEARS EXPERIENCE

Frustrated with your personal and business taxes?

No worries, I can help.

Need help with your business bookkeeping?

No worries, I can help.

Do you want to protect you or your family's financial future?

No worries, I can help.

"Lee was very professional from beginning to the end. I loved the convenience of meeting on zoom. I am so glad he helped me get life insurance for my family."

K. Thomas
New Orleans, LA

Client Reviews

"Elevate with Lee helped me find affordable healthcare options. As a small business owner, it's important to me have the best coverage."

D. Toliver
Houston, TX

"My husband and I have met other insurance agents before and we felt that they were just trying to make a sale. We decided to go with Lee because he cared about our needs and not his pocket."

The Greens
Dayton, TX