Richard W. Lee, Cpa Email & Phone Number

Greater San Diego Area

San Carlos, California

• Establish and implement tax office policies and procedures• Review individual and business tax returns• Advised high net worth individuals and families• Supervise and direct administrative and tax staff

San Diego

• Reviewed Corporate, S Corporation, Partnership, Individual, and State tax returns • Managed individual and corporate income tax examinations• Integrated long-term tax planning with financial planning• Resolved federal and state tax disputes through reconsideration process, advocate, and appeals• Relationship manager to clients for all financial inquiries, state, federal, and local tax matters• Researched and applied for CA economic zone & hiring credits up to $57,000 in tax credits approved between corporate and individual return.

• Corporate, partnership, and individual income tax returns.• Resolving client tax issues and notices.• Preparing and reviewing financial statements for tax preparation.• Bookkeeping, sales tax returns, and business property tax statements for 40+ businesses.• Advised on multiple engagements with Internal Revenue Service, Franchise Tax Board Employee Development Department, and State Board of Equalization• Relationship manager for complete succession of client services: Payroll, bookkeeping, and tax returns

Bachelor Of Accountancy, Accounting

Activities and Societies: Asian Club, USD Theatre, as Lohman Chin in the production of "S.A.M I Am, Accounting Society

Education record