To Stephanie Lee, clients deserve more than just accurate tax filings, they deserve a trusted advisor who sees the full picture. With 17 years of experience, Stephanie pairs technical strength with genuine curiosity about her clients’ lives and goals. She takes time to get to know them, from their business ambitions to their pets and weekend hobbies, building relationships rooted in mutual respect and trust.
Stephanie specializes in C-Corporations, consolidated returns, and complex state and local tax (SALT) matters, with a focus on life sciences. Known for her honesty and practical approach, she offers forward-looking solutions and conducts in-depth research to deliver well-informed guidance. Her clients count on her not only for answers but for clarity, confidence, and care along the way.
Education:
- Bentley College: Bachelor of Science
- Bentley University: Master of Science in Taxation
Professional Affiliations:
- National Association of Enrolled Agents
- Massachusetts Society of Certified Public Accountants (MSCPA)
Personal:
When I am not working you will usually find me outdoors with my dogs working on my koi pond or trying my best to garden. If I have completely disappeared there’s a good change I am at the barn with my horses.
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