About Us

About Our Firm

Lance Lee is a Certified Public Accountant with over 20 years of extensive tax and accounting services experience serving high net worth individuals, landlords, business owners and their closely held businesses.

Lance started his career at a national Big Four public accounting firm and has years of public accounting firm experience in the area of income tax, estate, gift and trust planning, consulting and compliance.  Prior to starting his own practice, Lance directed the tax department of a consulting firm specializing in physician group practices.

In addition to being known for his technical expertise and practical advice, Lance is known to his clients for being a patient, understanding, thoughtful and detailed oriented problem solver.


  • B.S., University of California, Davis
  • M.S. Taxation, San Jose State University

Professional Organizations:

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
  • Berkeley Property Owners Association