Personal attention. Reliable service. Modern convenience.
TAX SERVICES
At this time, referrals are required for new clients.
Julian H. Lee, CPA, LLC is a local CPA firm specializing in tax services for healthcare professionals. Beyond compliance, my practice emphasizes proactive tax planning, clear communication, and client education—ensuring clients feel confident with their taxes and broader finances.
New clients begin with a 3-step process:
Services tailored to your needs, starting at $800:
Compliance
✓ Tax Return Preparation
✓ On-going Support
✓ Tax Notice Assistance
Planning
✓ Tax Return Preparation
✓ On-going Support
✓ Tax Notice Assistance
✓ Tax Planning & Advisory
✓ Implementation Support
✓ Accessory Services
Concierge
✓ Tax Return Preparation
✓ On-going Support
✓ Tax Notice Assistance
✓ Tax Planning & Advisory
✓ Implementation Support
✓ Accessory Services
✓ On-demand Advisory
✓ Quarterly Review
✓ GET Filing Service
✓ Estimate Filing Service
ABOUT ME
Julian H. Lee
CPA, MBT
Julian earned his Master’s in Business Taxation (MBT) from the University of Southern California (USC) and began his career at Deloitte in San Francisco. He later relocated to Honolulu, where he worked at Alexander & Baldwin and a local CPA firm before launching his own practice in 2026.
© 2026 Julian H. Lee, CPA, LLC.
