Susan Gordon Lee CPA

Susan Gordon Lee CPA is an accountant in Concord, NC, located at 2220 Azalea Rd. As a North Carolina Certified Public Accountant (license #29498), she provides small business accounting and personal tax services to entrepreneurs, small business owners, individuals, and families throughout Concord, Mt Pleasant, Salisbury, Charlotte, Huntersville, Cornelius, Matthews, Mint Hill, Davidson, and Mooresville. Her offerings include small business accounting, business and personal tax preparation, tax planning, cash flow planning, and personal financial planning covering saving, investment, and retirement goals. The practice holds a rating of 4.10 based on 10 reviews.

Susan Gordon Lee grew up in an entrepreneurial household and built her practice around the financial challenges faced by small business owners in the Concord, Harrisburg, and Charlotte area. She implements tax and cash flow planning strategies that ensure the IRS, employees, vendors, and owners are paid on time, and she works with clients dealing with fluctuating cash flow and unexpected expenses. She often steps into the role of an ad hoc CFO, partnering with clients on sound financial processes and serving as a business advisor so owners can focus on growing their businesses.

On the personal side, she prepares individual and family tax returns, working to secure the best tax outcome based on each client's situation, and helps them navigate personal financial plans toward their savings, investment, and retirement objectives. A free consultation is available to discuss financial challenges. The office can be reached at (704) 782-9552.

She holds a positive rating from the customers who have reviewed her services, reflecting the trust clients place in her work with both their business and personal finances across the Concord and greater Charlotte region.

The office sits on Azalea Rd in Concord, NC, about four tenths of a mile from Little Cold Water Creek and roughly eight tenths of a mile from both Concord Middle School and W.M. Irvin Elementary School.

On BizScoreAI, the business earns a Performance score of 84 out of 100, which is rated strong. This score measures how quickly the website loads, keeping visitors on the page and contributing to how search engines rank the site.