Kit Lee, CPA Tax Manager

Kit has over ten years of experience specializing in tax planning and compliance for high net worth individuals, trusts, estates and closely held businesses. She assists with estate administration and planning, helps families continue their legacy and minimize taxes, and provides business and tax planning services to a variety of closely held companies. She is passionate in helping clients achieve their goals while minimizing overall taxes.

Professional Designations
Licensed Certified Public Accountant in California, 2011

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

Education
BS, Business Administration, California State University, Stanislaus

Community Involvement
Board of Directors, California Society of Certified Public Accountants (2018-2020)
Member and Board of Directors, San Joaquin Estate Planning Council