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Julie Lee

Julie is a partner and has been in public accounting since 1981, including five years with the international firm of Arthur Young & Company (now Ernst & Young, LLP). She specializes in tax compliance, research and planning for individuals, corporations, estates and trusts. Additionally, Julie has expertise in the areas of real estate and personal service organizations. Julie was born in Taiwan and moved to the United States in 1973. She is fluent in Chinese and English.

Professional Qualifications and Education

  • Certified Public Accountant, California
  • Bachelor of Science, University of Southern California

Professional Associations and Activities

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants