Tax Advisory for Families, Founders, and Business Owners Building Long-Term Wealth

Your Tax Strategy Should Work as Hard as You Do

For families and business owners with income above $200,000, the gap between reactive filing and proactive planning is often measured in five or six figures. This is where that gap closes.

Who We Work With

• Executives and High-Earners: High-Earners Not Rich Yet... a.k.a. HENRYs; $200k+ Annual Earnings

• Founders and Entrepreneurs: Business owners scaling companies, managing liquidity, or preparing for transitions

• Families & Multi-Generational Wealth: Households seeking coordinated tax planning across trusts, estates, investments, and business interests (up to $50 million net worth)

• Professional Partnerships: Collaborating with attorneys, wealth advisors, and other professionals serving sophisticated clients.

Schedule Your Free Discovery Call

Services

Individuals, Families, Trusts & Estates

Individual income tax planning & preparation

Trust & estate tax compliance

Multi-generational wealth transfer planning

Charitable Giving Strategy

Investment tax coordination

Businesses

Business tax planning & preparation

Entity structure & optimization

Multi-state tax compliance

Owner & operator tax strategy

Succession & exit planning

Founders and Executives

Equity & stock compensation planning

Qualified small business stock planning

Liquidity event preparation

Executive compensation tax planning

Specialized Services

International tax consulting & compliance

Mergers, acquisitions, & buy/sell side tax planning

Real estate tax planning

Cost segregation studies

Section 1045 QSBS rollover planning

Hear from others just like you...

Mark Magnuson

"Its easy to tell that Chris is very knowledgeable about rules and regulations regarding tax law. He is very thorough in his endeavor to get all the information, not only from me but for me so that I can understand the whys of paying the various taxes. He is detailed in his explanations and provides real life examples to help me understand tax law. The tax returns Chris has generated take everything into account and I am confident and put at ease that we're submitted the most comprehensive and accurate tax returns, i.e., business and personal returns."

Ryan Sever

"I don’t leave reviews often, but Chris deserves every bit of this 5-star rating. His depth of knowledge about tax code is incredible, and working with him has been one of the best investments I’ve ever made. A trusted friend recommended him to me, and now I recommend him to anyone who will listen."

Tyler Neimeyer

Ryan Sever

"I’ve been through several accountants and Chris is miles beyond everyone else. Chris is always prompt, thorough, and professional. I have referred him to over 20 of my colleagues and highly recommend him to you, too."

Brady Webster

Ryan Sever

Chris and I attended grad school together and I knew at the time that he would excel in whatever endeavors he decided to embark on. Over the past few years, Chris has completed tax returns for a number of my firm's clients and we have been thrilled with his attentiveness to details and speed in completing the work. His communication has been excellent through out the process as well. Highly recommend!

Never leave money on the table.

Generational wealth isn't built in April. Families protecting a legacy, founders at a turning point, and businesses scaling through complexity get proactive, year-round tax strategy, backed by technical expertise and the attention of a single, trusted advisor.

Book Your Discovery Call

About the Owner

Meet Chris S. Lee

MS Accounting/Tax, CPA

With an MS in Accounting/Tax and experience advising private equity funds, portfolio companies, and high-growth businesses scaling from start-up to $1B+, and their family owners, Chris built a reputation for navigating complex transactions with precision. After honing his skills at a Big-4 firm, he now channels that expertise into serving other like-minded individuals, families, business-owners, and collaborative professionals looking to grow tax-efficient wealth through thoughtful stewardship.

In addition to his professional practice, Chris holds the position of Senior Director, Tax & Advisory Content, with Surgent CPE, a UWorld Company. In this role, he develops continuing education content for other CPAs and other tax professionals to meet the evolving needs of their clients in addition to their licensing requirements.