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David S. Lee, CPA, Masters in Taxation
Tax and Accounting Partner



(916) 387-7000
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David S. Lee is a Bay Area native who moved to the Sacramento area in 2003.  He obtained his bachelor’s degree from the University of California, Berkeley and continued on to earn his Masters Degree in Taxation from Golden Gate University. 

He has been with the firm since January of 2015 and was made partner in December of 2017.  He has an extensive background in tax, accounting, and business consulting. 

Mr. Lee is a member of the following professional organizations: 

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of CPA’s (CalCPA) 

In his free time David enjoys playing golf, traveling, and spending time with his wife and  daughters.