The Tax Code is one of the most complicated things on the planet - each year thousands of forgotten pages sit dormant until a CPA will little to no time on his hands reads the document. Now add the changes in the last hour - massive amounts of IRS agent retirements and this is possibly the best time ever to own a business -
Lee's mission is to leave this place better off than he found it.
For over 20 years Lee has read the Tax code filed thousands of returns and audited many times and does the fractional CFO thing for startups, established companies, and even a publicly traded CFO for a spell.
As a CPA and Fractional CFO, Lee gets in and builds financial statements to comply with the tax code so you can keep more of what you earn. Then you can help more people with it. Lee specializes in designing the strategy for the R&D tax credits and help comply with the tax code - the ever-changing tax code. In his spare time, he writes articles for Tax Preparers and will this year start a series of training classes for CPAs across the country on leadership, speed and innovation in the tax preparers world after the tax reform changes and Wayfair.
To quote the rule of acquisition number 255 A wife is a luxury, a smart accountant a necessity.