The firm's objectives are to:
- Provide superior quality accounting, auditing, tax and management advisory services to high-earning clients in our geographic area.
- Serve clients with outstanding potential to achieve their maximum potential through sound and efficient accounting, financial, management and tax advice.
- Offer close, personalized service on a timely basis.
In order to achieve these goals and objectives, the firm seeks to grow through a combination of expanded services to present clients and with the addition of new clientele on a regualr basis.
The firm of LEE CPA PLLC is located in Raleigh, North Carolina and was founded November 1, 2010 after the firm's member/manager had worked with the prior firm's core client base for the past twenty-four years under prior legal entities.
We are a boutique firm that prides itself on our personalized service to our clients. We are open to adding new clients to our practice who will fit well with our current client load. Our firm has a long history of working with high net-worth and high-income individuals and family units. The majority of our clients in this area were referred to us by their money manager or investment advisor.
What sets us apart are our quality control procedures that we rigorously adhere to. The level at which we do this only comes from seasoned professionals.
LEE CPA PLLC
Our practice is conducted from one office and our clients primarily consist of "for profit" business enterprises and individuals who require superior quality accounting and tax services.
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