LEE TAX AND LAW OFFICE is a comprehensive legal and tax advisory firm specializing in tax preparation and business law, offering integrated services that address both financial compliance and strategic legal needs. The firm stands out by combining deep expertise in corporate law with extensive tax accounting experience, providing clients with a unified approach to their business and legal challenges.
Led by Michelle Soohi Lee, an attorney with a background from an international law firm and a family tax practice, the office serves a diverse clientele including individuals, startups, established businesses, and nonprofit organizations. Their approach is characterized as skillful, strategic, and efficient, with a commitment to developing long-lasting partnerships to help clients succeed across various industries such as technology, life sciences, healthcare, and e-commerce.
Services Offered
- Tax preparation services
- Bookkeeping
- Payroll reconciliation to bank records
- Financial statements preparation
- Workers’ compensation audits
- Unemployment claims assistance
- Corporate and partnership tax preparation
- Local and state sales tax compliance
- State and federal payroll tax services
- W-2, W-3, and 1099 forms preparation
- Personal tax planning strategies
- State and federal income tax preparation
- Trusts and estates tax matters
- Self-employment tax matters
- Strategic entity formation
- Funding assistance (series A, convertible note, SAFE)
- Equity incentive plan matters
- Founder issues resolution
- Corporate governance
- Entity conversion
- Drafting and negotiating letters of intent
- Customer and distributor contracts
- Manufacturing and supplier contracts
- Commercial leases
- Residential rental agreements
- Intellectual property licenses
- Joint ventures
- Sale of a business (equity or assets)
- Purchase of a business
- Mergers
- Spinouts
- Real estate acquisitions and dispositions
- Strategic investments
The firm operates from West Sacramento, California, and serves clients across various sectors, with Michelle Soohi Lee admitted to practice in the state of California and holding membership in the American Bar Association.
