(415) 344-0400
(415) 344-0409

Barton Lee, CPA



Practice Areas

Real Estate, Technology Startups, Partnerships, LLCs & S Corporations, Hospitality

Barton has over 10 years of public accounting experience and specializes in individual and small business tax planning and preparation. He also manages financial statement reviews and compilations.

Areas of Experience

Expert knowledge of taxation, accounting, and finance
Tax Planning for high net worth individuals and their related trusts, corporations, partnerships and LLCs
Strategic tax and financial planning
Financial reporting

Professional and Civic Affiliations

Member, American Institute of Certified Public Accountants (AICPA)


Bachelor of Science Degree in Accounting from San Francisco State University
Graduate studies at San Francisco State University