About Us

karen e lee cpa coral gables florida

Karen E. Lee

Certified Public Accountant

Karen was born and raised in South Florida. She attended Florida International University where she obtained her Bachelors in Accounting and her Masters in Accounting. Karen also passed all 4 parts of the CPA exam on her first attempt in 1998. During that time, she worked as the lead accountant in the private sector of a Miami based company that serviced all of Florida. She decided to obtain her Certified Fraud Examiners license (ACFE) and her Certified Money Laundering License (CAMS) in 2008. Those additional licenses along with her CPA license led her into the world of public accounting where she obtained an array of experience in dealing with clients from many different accounting and tax situations. This experience included small businesses, non profit organizations, trusts, property management associations and court ordered receiverships. In the meantime, gaining a great understanding of how to work with the IRS on a multitude of issues for her clients. Karen continues to develop her skills by continually attending IRS and other conferences to enhance her knowledge to the benefit of her clients. She enjoys what she does and feels that her clients success is also her success.

FIRM PROFILE

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

Professionalism

Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.

Responsiveness

Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.

Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.

Quality

An accounting firm is known for the quality of its service. Our firm’s reputation reflects the high standards we demand of ourselves.

Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.

We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.

Our high service quality and “raving fan” clients are the result of our commitment to excellence.

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.