Cory Lee

WORK HISTORY

EDUCATION

SKILLS

ABOUT CORY LEE

As a Certified Public Accountant (CPA) and Certified Valuation Analyst at a successful accounting firm, I believe that the business of accounting and financial consulting is infinitely deeper than mere numbers on returns. It is about making a connection with people, and helping them solve the problems that they face in their lives. From forging strong client relationships, to building a network of trusted resources, accounting is a people business. I enjoy what I do, from business accounting, to tax planning, to valuation consulting, each area of this profession has provided me with diverse relationships and experience that are invaluable. Clients view me as a resource for any advice they need, personal or business, because they know I will provide them with objective answers. I thrive on personal, timely service (you can connect with me or email me any time, any place) and handle routine to complex business and individual matters of all shapes and sizes. Over the years, I have built strong relationships with other industry leaders (attorneys, financial advisors, insurance agents, etc) to form a network of trusted resources I can tap into based on each client’s specific needs. If you are a business owner seeking knowledgeable expertise and guidance on any accounting, tax or financial issue, please connect with me, or contact me at - 73••••••00, or c•••••••@ahpplc.com. You can also check out our website at I would love to hear from you to offer personalized insight and support.Certified Public Accountant (CPA) license obtained in Certified Valuation Analyst (CVA) accreditation obtained in 2008.Specialties: Accounting, Business Start-Ups, Financial Planning, Medical Practice Consulting, Complex Tax Issues including Multi-State, Estate Planning, Succession Planning, and Business Valuation (for divorce, buy-sell agreements, gift & estate tax, M&A, consulting, etc)