Gina Lee, CPA Tax Manager

Gina specializes in the areas of income and estate taxation of trusts and estates and is responsible for the preparation of accounting and administration of trusts and estates and 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

BS, Accounting & Business Administration, California State University Stanislaus

Community Involvement

Member, Stanislaus County Estate Planning Council
Board of Directors, Howard Training Center
Treasurer, Saint Vincent de Paul Ministry