Biography

Lee is a tax and certified public accountant with more than 20 years of experience in corporate, individual, and income tax compliance and research.

Lee’s experience has spanned several industries from banking, to capital markets, and real estate (construction, low income housing and tax credits, multifamily apartments, purchasing and selling properties, developing, building and administration of condo projects, commercial leasing). He has worked in the financial end of the transactions as well.

Specifically in financial statements and compliance operation, Lee has worked in the accounting operations roles being the liaison with IT consultants, Director of payroll, Administrator for ERP Systems and Banking relations.

Lee’s experience puts a practical/operational touch on the work he performs by understanding the transaction from a operational and technical view, simultaneously.