Gina Lee, CPA

Gina Lee, CPA Tax Manager

glee@athertoncpas.com

Gina Lee specializes in the area of income and estate taxation of trusts and estates.  She is responsible for the preparation of accountings and assists with the administration of trusts and estates.  She works closely with trustees and executors in this regard.  She has extensive experience in communications with the Internal Revenue Service and other government agencies to resolve income and estate tax audits and inquiries.  Additionally, Gina has broad experience in the area of income tax compliance and planning for entities and individuals.  She has a background in agriculture and works extensively with those in the agriculture industry.

 


 

Professional Designations
Licensed Certified Public Accountant in California, 1988

 

Professional Affiliations
Member, American Institute of Certified Public Accountants
Member, California Society of Certified Public Accountants

 

Education
B.S. Business Administration – Accounting Concentration, California State University, Stanislaus

 

Community Involvement
CFO, Central Catholic High School
Treasurer, Stanislaus County Estate Planning Council
Treasurer, Saint Vincent de Paul Ministry of Saint Stanislaus Catholic Church

 

Hobbies and Interests:
Gina enjoys her time with family, travel, reading, hiking, and her pets.