William Lee

Tax Director

Tax Planning
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Leader Insights

William Lee

Tax Director

Tax planning

William is a Certified Public Accountant with experience in tax, accounting, compliance audit, and financial advisory services. He graduated from USC Leventhal School of Accounting with a Master of Business Taxation degree.

William specializes in complex tax and compliance matters, including tax planning for high-net-worth clients, corporation and partnership tax filings, nonprofit organization tax compliance, and trust tax filings. He also represents clients before the IRS, EDD, and FTB in audit examinations, tax notices, and compliance-related matters.

Throughout his career, William has worked with clients across various industries, providing practical guidance on tax planning, accounting operations, regulatory compliance, compliance process improvement, and informed financial decision-making