ABOUT

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ABOUT US

Accounting and Bookkeeping are fundamental to business success. We provide these and other value-added services to San Diego businesses. We are in the relationship business and helping your company or home-life be more organized and proper is an honor. From Tax Preparation to Accounting and Consultation “We Make Life Less Taxing”. Organization is liberating and we have been helping San Diego business grow year after year.

A FEW OF OUR SERVICES

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Income Tax 
Preparation

IRS & State Audit Representation

Payroll Reporting

QuickBooks Setup & Support

Business Startup Advice

Monthly Bookkeeping

Financial Statements

Wealth Management

Why Choose Michael C Lee, CPA & Associates?

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence.

Michael C. Lee has a record of success in strategic financial planning and forecasting, business development, equity and debt offerings (raised $1.2 billion), venture capital, mergers and acquisitions, road shows, operations, construction, cost reduction, financial analysis, regulatory compliance, and auditing. He saved his company $19 million through streamlining operations and has realized $100 million in cash savings for other organizations through rigorous auditing. Mike also discovered $50 million in unused depreciation. 

A strong leader and negotiator with both start-up and Fortune 500 experience, Mike has leveraged his corporate experience and now focuses solely on helping small businesses and individuals. Mike has over 20 years of experience handling tax planning and preparation for individuals and small businesses. He has led the incorporation of over 50 small businesses, laying the financial groundwork to minimize taxes and increase bottom lines. Mike also has saved over $100 million in IRS tax assessments for his clients.

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Read Carlsbad Business Journal Article by Michael C. Lee, CPA
Michael C. Lee
Owner

“Protecting assets through insurance, creating wealth through investment advice, and increasing cash flow through tax minimization is what I find both exciting and rewarding. Nothing pleases me more than putting more money in hardworking people’s pockets.”
 
Michael C. Lee is an accomplished Financial Executive, a C.P.A., and has a Master of Science Degree in Taxation. He is also a Certified Employee Benefits Specialists (CEBS). This designation is offered in conjunction with the University of Pennsylvania’s Wharton School of Business. CEBS is the leading and most respected designation in employee benefits. 
 
Mike also obtained a Forensic Accounting Competency certificate from Thomson Reuters Learning. He has been very successful in mediation services, business valuations, and fraud investigation. 

Mike is a self proclaimed workaholic but enjoys all sports, especially golf.

OUR PARTNERS

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