About Us
Sang "Max" Lee, CPA (inactive), is an accountant serving clients with bookkeeping and tax needs.
Max was raised in Santa Clarita, California, and Honolulu, Hawaii. He graduated with a Bachelor of Science in accounting from California State University, Northridge. He then worked at Deloitte as a Tax Consultant and at Takenaka Partners as an Investment Banking Associate.
Max was responsive and easy to work with. It's a relief knowing that a CPA is taking care of my financials year-round. My only regret is not finding him sooner!
-Hannah R
Our Process
Step 1: Contact Us
Step 3: We Work Together
Step 1: Contact Us
Step 2: Review
Step 3: We Work Together
Step 1: Contact Us
We will review your accounts to calculate an estimate.
You will receive an engagement letter describing our business relationship.
Step 3: We Work Together
Step 3: We Work Together
Step 3: We Work Together
We will handle the financial statements, allowing you to focus on growing your business.
You will understand where your money is going.
You will be fully prepared for tax season.