Gina Lee, CPA

Gina Lee is a Tax Manager at Atherton & Associates, specializing in trust and estate tax planning, fiduciary tax compliance, and advisory services for high-net-worth individuals. She works closely with fiduciaries to ensure the effective administration of trusts and estates while helping clients navigate complex estate and income tax matters.

With over 40 years of experience in public accounting, Gina provides strategic guidance across income tax compliance, estate and gift tax compliance, income tax planning, and estate tax planning. She also has extensive experience in trust and estate accounting and administration, making her a trusted resource for clients managing multi-generational wealth and fiduciary responsibilities.

Gina works primarily with high-net-worth individuals and families, including fiduciaries and clients with interests in agriculture and real estate. Working within Atherton’s Tax practice, she delivers practical, results-oriented solutions tailored to complex financial and estate structures. Her approach is responsive, straightforward, and supportive—focused on helping clients stay compliant while making informed tax and estate planning decisions.

In her role, Gina manages client engagements, oversees project execution, and reviews technical work to maintain a high standard of accuracy and quality. She also plays an active role in mentoring team members by providing direct feedback and guidance to support their professional development.

Outside of the office, Gina enjoys spending time with her family, traveling, reading, hiking, and caring for her pets.