Owner
CurrentTax, Accounting, and Consulting Services for the VC and Private Equity space.
May 2017 - Present
AeroLeads people directory · profile
Travis Lee Email & Phone Number
Owner at Moonstone CPA, LLC
at
Moonstone CPA, LLC
2 phones found
area 801 and 877
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Owner at Moonstone CPA, LLC
Location
Salt Lake City, Utah, United States
Company size
Who is Travis Lee? Overview
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Quick answer
Travis Lee is listed as Owner at Moonstone CPA, LLC at Moonstone CPA, LLC, a with 1 employees, based in Salt Lake City, Utah, United States. AeroLeads shows phone signal with area code 801, 877 and a matched LinkedIn profile for Travis Lee.
Travis Lee previously worked as Owner at Moonstone Cpa, Llc and Tax Manager at Assure Services. Travis Lee holds Master Of Taxation, Accounting from Weber State University.
Company email context
Email format at Moonstone CPA, LLC
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Moonstone CPA, LLC
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Profile bio
About Travis Lee
I have experience working with clients from a wide range of industries and backgrounds. The majority of my work has revolved around serving the needs of partnerships, S-Corps, and their owners.
Listed skills include Investments, Finance, Retirement Planning, Financial Analysis, and 14 others.
Current workplace
Travis Lee's current company
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6 roles · 22 years
Travis Lee work experience
A career timeline built from the work history available for this profile.
Tax Manager
Assure Services
Responsible for the federal and state tax compliance of over 1,700 special purpose vehicles, venture capital funds, and fund-of-funds. As the firm’s sole tax CPA, Travis was also responsible for educating clients, investors, and the firm’s owners and other business lines on tax related issues. In less than four months, during the 2016 tax filing season, Travis and his team completed and delivered close to 700 partnership and corporate tax returns and delivered around 18,000 Schedule K-1s to investors. In addition to the K-1s, Travis also oversaw the completion and delivery of over 300 Forms 1042-S to foreign investors.
May 2015 - May 2017
Certified Public Accountant
Jan 2013 - May 2015
Certified Public Accountant
Jan 2012 - Dec 2012
Financial Advisor
Cambridge Financial
Jan 2007 - Jan 2009
Financial Advisor
Client acquisition and consultative sales. Helped individuals to acheive financial goals through investing in the stock market.
2005 - 2007
~2 yrs
3 education records
Travis Lee education
Master Of Taxation, Accounting
Business Administration, Accounting And Finance
Associates, Business
FAQ
Frequently asked questions about Travis Lee
Quick answers generated from the profile data available on this page.
What company does Travis Lee work for?
Travis Lee works for Moonstone CPA, LLC.
What is Travis Lee's role at Moonstone CPA, LLC?
Travis Lee is listed as Owner at Moonstone CPA, LLC at Moonstone CPA, LLC.
What is Travis Lee's phone number?
AeroLeads has found 2 phone signal(s) with area code 801, 877 for Travis Lee at Moonstone CPA, LLC.
Where is Travis Lee based?
Travis Lee is based in Salt Lake City, Utah, United States while working with Moonstone CPA, LLC.
What companies has Travis Lee worked for?
Travis Lee has worked for Moonstone Cpa, Llc, Assure Services, Wisan, Smith, Racker & Prescott, Llp, Bangerter, Lund & Associates, Inc., and Cambridge Financial.
How can I contact Travis Lee?
You can use AeroLeads to view verified contact signals for Travis Lee at Moonstone CPA, LLC, including work email, phone, and LinkedIn data when available.
What schools did Travis Lee attend?
Travis Lee holds Master Of Taxation, Accounting from Weber State University.
What skills is Travis Lee known for?
Travis Lee is listed with skills including Investments, Finance, Retirement Planning, Financial Analysis, Strategic Financial Planning, Management, Financial Planning, and Estate Planning.
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