Certifications:

• CPA License -1985
• Certificate Educational Achievement – Estates and Trusts (AICPA)

Specializing in:

• Pro-active Tax Planning
• Business Transaction Planning
• Estates and trusts
• Corporate and Partnership Structures
• Litigation Support

Experience:

• Practicing in public accounting since July 1984

Professional Memberships:

• American Institute of Certified Public Accountants
• Georgia Society of CPA’s
• Cumming-Forsyth Chamber of Commerce

Education:

• BS in Accounting\CPA, 1984, The Catholic University of America – Washington, DC

More about H. Richard “Rick” Lee, Jr.

Rick has set a personal standard of providing pro-active strategies through personal attention to each client relationship and engagement by listening to (not just hearing) the client.  He has been fortunate to work on a variety of high net worth and in-depth client relationships through his career which included large local and national firms in Washington, DC and Boca Raton, FL.

He has seen and heard that CPA’s can be impersonal “number crunchers” and forget the personal side of client concerns – thus understanding each client is of importance - not just technical advice being sought.

He enjoys opportunities where his skills of strategizing and planning with co-workers and clients are leveraged as a team while striving for practical results to complex circumstances.

A Personal Glimpse

Rick enjoys the outdoors and all such related activities.  He has played and coached soccer, hiking/camping, run two marathons (2017 and 2019) and completed the Spartan Trifecta (2016).  He also enjoys creative writing when time allows.

He has been blessed with an amazing wife of over 31 years and has two fantastic adult “children” of whom he is very proud.  He and his wife Sharon enjoy traveling, have hosted international students and are part of a community of international friends locally.

He believes it is important to give back and invest in our communities. He has served in Cumming Kiwanis Club, Board of Cumming-Forsyth YMCA and most recently been involved with Family Promise of Forsyth County having served on its board and as a past Chair.

A favorite quote: “In all that you do, do it heartily as unto the Lord rather than man.”