Kuan Lee, CPA

Tax Manager

With Haskell & White since: 2014

Kuan Lee is a Tax Manager at Haskell & White. Kuan joined Haskell & White in the summer of 2014 after achieving his Master’s degree in Taxation at USC. Since then, Kuan has dedicated himself to becoming a value-added member of the firm by bringing new ideas to the established know-hows, helping staff members to realize their potential, and going above-and-beyond to address Client needs.

Currently, Kuan is specialized in tax compliance and planning for individuals, partnerships, and closely-held companies and has experience working with companies in real estate, medical, pharmaceutical, manufacturing, and retail industries.

 

Industry & Areas of Specialty:
  • Real Estate
  • Life Sciences
  • Manufacturing
  • Retail
  • Individuals
  • Partnerships
  • Closely-Held Companies
Industry and Professional Affiliations:
  • California Society of Certified Public Accountants
Education:
  • California State University, Fullerton – B.A. in Business Administration with Concentration in Accounting
  • University of Southern California – Master of Business Taxation (MBT)

 

 

Posts by Kuan Lee

Action Required for Pass-through Entities

The CA Franchise Tax Board has announced that approximately 3,000 Pass-through Entity Tax (PTET) payments made for tax year 2022 have erroneously been applied to tax year 2021. The error resulted in refunds being issued to the affected taxpayers. As an initial payment of the 2022 PTET was required to be made by June 15, Read more...