About our Firm
We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.
We provide a variety of services including:
- Income Tax Preparation for all types of businesses, and individuals
- IRS and State Audit Representation
- Payroll Reporting
- QuickBooks® setup, support and training
- Business startup services
- Monthly bookkeeping
- Financial statements – making sure your financial records are timely and accurate
Our continual investment of time and resources in professional continuing education, state-of-the-art
computer technology and extensive business relationships is indicative of our commitment to excellence.
Michael Lee is an accomplished Financial Executive, is a C.P.A., and has a Master of Science Degree in
Taxation. Mike has a record of success in strategic financial planning/forecasting, business development,
equity and debt offerings (raised $1.2 billion), venture capital, mergers and acquisitions, road shows,
operations, construction, cost reduction, financial analysis, regulatory compliance, and reporting, and
auditing. Saved company $19 million through streamlining operations; realized $100 million in cash
savings for other organizations through rigorous auditing; also discovered $50 million in unused
depreciation. A strong leader and negotiator with both start-up and Fortune 500 experience.
Mike has leveraged his corporate experience and now focuses solely on helping small businesses and
individuals. Mike has over 20 years of experience handling tax planning and preparation for individuals
and small businesses. Mike has led the incorporation of over 50 small businesses, laying the financial
groundwork to minimize taxes and increase bottom lines. Mike also has saved over $100 million in IRS tax
assessments for his clients.
Michael C. Lee
Owner“Protecting assets through insurance, creating wealth through investment advice and increasing cash flow through tax minimization is what I find both exciting and rewarding. Nothing pleases me more than putting more money in hardworking people’s pockets.”
Michael C. Lee, CPA is also a Certified Employee Benefits Specialists (CEBS) 1998. This designation is offered in conjunction with the University of Pennsylvania’s Wharton School of Business. CEBS is the leading and most respected designation in employee benefits. Michael C. Lee has used this education to save client’s money through Employee Benefit Tax deferred plans to the tune of $57 million dollars and set-up plans for many Fortune 500 corporations as well as small start-up companies.
Michael Lee also obtained a Forensic Accounting Competency certificate from Thomson Reuters Learning. He is accomplished and has been very successful in mediation services, business valuations and fraud investigation. Mike, a self proclaimed workaholic, enjoys all sports, in particular golf.