Viral Patel, CPA
Senior Accountant
Tax Director
William Lee
Preparation, review and representation before the IRS and the state.
The role
William leads the tax practice, sets the firm’s technical positions and performs the senior review that every return passes through before it is filed.
Focus areas
- Technical review
- Complex returns
- Multi-state filings
Tax Practice
Who else you might work with
Let’s find out what you should actually be paying.
Thirty minutes with an Enrolled Agent, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.