Christopher Lee
Guiding Modern Entrepreneurs to Smarter, Tax-Efficient Growth | Deal Strategy, M&A Tax, Multi-Entity Tax & Accounting Services
- Role
- Senior Director, Tax and Advisory Content at Surgent Accounting & Financial Education
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Christopher Lee
I’m a boutique CPA for modern entrepreneurs: helping you buy, build, and manage businesses with clear tax strategy, clean books, and smart structure.Whether you\'re acquiring your first business, inheriting a family company, or running multiple LLCs and S corps, I provide year-round support across deal structuring, tax planning, bookkeeping, and compliance.With a background advising private equity funds, their portfolio companies, and scaling companies from startup to $1B+, I bring Big 4 expertise to dealmakers who need clarity across their business portfolio.Services Offered:• Deal-stage financial, tax & entity strategy• Ongoing accounting & tax filings• Multi-entity planning & owner coordination• Succession, exit, and inheritance support• Attorney and investment advisor collaborationIf you own, manage, or inherit businesses, I help make sure your tax strategy and structure grow with you. I’d be glad to share strategies that help entrepreneurs structure smarter and keep more of what they earn. Message me here on LinkedIn or schedule a call at: https://calendly.com/chris-lee-cpa
Experience
Senior Director, Tax and Advisory Content
Surgent Accounting & Financial Education
Feb 2023 — Present · Indianapolis, IN, US
Education
Indiana University - Kelley School of Business
Bachelor's of Science in Business, Major: Accounting; Minor: Economics
2011 — 2014
Indiana University - Kelley School of Business
Master of Science in Accounting, Taxation
2014 — 2015
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