Lee, Mongelli & Associates - Greenwood Village, Colorado

Olivia M.

As new clients to Lee, Mongelli & Assocaites, so far, we have had a great experience. They took the time to walk us through the process and personally met with us to chat through our tax needs with businesses and personal taxes.

Their professionalism and expertise have already made a big impression, and we are looking forward to working with them long-term. Highly recommend!

Mary R.

Lee, Mongelli & Associates have been preparing our personal and business tax returns for years. We have great confidence in their work and our returns are prepared accurately, delivered timely and at a fair price. The client portal is super easy to use for transmitting documents back and forth!
Gary (Mongelli) offered trustworthy advise (and some hand holding) as he helped me through the navigation process of my late mother's estate with taxes and inheritance. I really appreciated his insight and candor.
Staff and members of the CPA team are always available to assist me when I call, whether for a simple bookkeeping question or more complex tax planning situations.
I like this firm and I think you will too!
It is my pleasure to recommend Lee, Mongelli & Associates.

Mark B.

I've been very pleased with the accounting and bookkeeping services provided by Lee, Mongelli & Associates. Their team is always responsive and quick to address any questions or concerns I have. They are meticulous in their work, ensuring accurate and thorough financial records. They even noticed and addressed some potential issues with my finances that I hadn't even realized. Additionally, they were proactive in reaching out to request any missing documents or information needed to complete my tax returns. The entire team is professional, knowledgeable, and easy to work with. I highly recommend their services to anyone in need of accounting and bookkeeping assistance.

Mark F.

I have been with this accounting firm for well over 20 years for my dental practice and personal taxes. They have always been available for consultation and advise throughout the year, and come tax preparation time, they are there to file timely and accurate returns. I have always appreciated their advise regarding tax laws, and they are honest in their interpretation and stand behind their statements. If you want fair and honest accounting and tax preparation, I strongly recommend Lee, Mongelli and Associates.

Rene M.

Lee, Mongelli and Associates have been doing our family taxes for over 10 years. Our experience has been excellent. They are thorough, trusting, and answer any questions we have in a timely manner. They deal with any issues that may arise quickly. They have improved their processes every year and make it as easy as possible to provide the information needed to complete the returns.

Cameron H.

This is my first year working with this business. While they did a good job switching my LLC filing to an s-corp. appreciate the transparency and taking the time to meet with me in person and explain things to me as many times as I need. I believe they are talented at what they do and Gary has the best intentions and truly cares about his clients best interest.

Melissa M.

We have worked with Lee, Mongelli, & Associates for both our professional and personal needs over the last few years. They have been exceptionally responsive and thorough. The portal is easy and we love that it pulls information from the prior year to streamline the process. In the past we've had to worry about our accountants filing documents on time and that is not a concern with Gary or his team.

Douglas O.

I have used Lee, Mongelli & Associates since 2017. My tax submissions have been carefully, and in a timely manner, been submitted to The IRS for me. I am quite pleased to be a customer of their organization, and I encourage others to do likewise.