Master Your Taxes, Secure Your Wealth

In-depth tax expertise: Leveraging our knowledge of complex tax laws to optimize your tax position.

Proactive tax planning: Anticipating tax changes and implementing strategies to minimize lifetime taxes.

Clear, Actionable Advice: Building strong relationships and providing clear, actionable advice avoid.

About

As a boutique CPA firm, Christopher S. Lee, CPA, LLC is dedicated to exceeding your expectations. Tax planning is more than just numbers and tax returns. It's about achieving your financial goals utilizing available opportunities in our federal, state, and international tax systems. As a tax advisor with 10+ years experience, formerly with international accounting firms, Chris provides personalized attention and strategic tax guidance to entrepreneurial individuals, businesses, and high-net-worth families.

Personalized Service, Unparalleled Results

As a solo CPA firm, you benefit from direct access and personalized attention throughout the client relationship. By investing the time to understand your circumstances and what matters most, you’re assured to receive an optimized, strategic tax plan that performs as highly as you do.

Exceptional Expertise

Chris doesn’t just react to tax law. He anticipates them and provides proactive guidance to reduce lifetime taxes in the most efficient manner possible. As a tax researcher, writer, and continuing education author, Chris brings deep technical knowledge, acumen, tools, and strategies, not only to other tax professionals (CPAs, attorneys, EAs), but also to his clients. This combined with his experience serving some of the most sophisticated clients globally provides him with the best-in-class approaches for your complex tax issues.

Building Strong Relationships, Delivering Peace of Mind

Strong, lasting relationships and frequent, open communication are key to our shared success. This includes both you, the client, and any other members of your advisory team (financial advisors, attorneys, insurance brokers, etc.). To achieve this, you can expect:

• Clear, actionable tax advice,

• Risk-managed strategies, and

• A seamless service experience tailored to your convenience.