About Us
Lee Farris – President and Founder
Lee Farris is a Certified Public Accountant and member of the AICPA and California CPA Society with over thirty years of diversified tax, accounting and consulting experience, including over seven years with a “Big Four” accounting firm. He graduated with a BA degree in Business with an emphasis in Accounting and Marketing from California State University in Fullerton and earned a Masters in Business Taxation from the University of Southern California.
Lee has an extensive background in the manufacturing, distribution, healthcare, construction, advertising, real estate, trucking, retail and service industries. In addition to focusing on general accounting and federal tax services to clients, Lee devotes a significant amount of time to state and local tax issues, including income, sales and use and property taxes. He is an Adjunct Professor at Vanguard University in Costa Mesa, California, where he teaches individual, corporate, partnership, estate and trust taxation to accounting majors.
Lee founded the company to build comprehensive financial relationships with our clients. Our goal is to provide integrated financial services with individuals, businesses and their owners, not only to help them with their compliance needs, but to build wealth that lasts for a lifetime and to leave a legacy.
