JULIE
LEE
PARTNER
TAX PLANNING & COMPLIANCE, TRUST & ESTATE, BUSINESS ADVISORY
GET TO KNOW JULIE
WHY I'M
HERE
I was with the tax department of a big-8 CPA firm back in the early 80s, but I wanted to have a broader experience and knowledge in advising business owners. I joined Lucas and Company – now Lucas Horsfall – in 1986. And I enjoy my role as the trusted advisor to business owners and individuals in income tax, estate and gift tax, real estate investments, retirement planning.
HER ROLE
WHAT I
DO
I am a tax partner and my clients are mainly in the medical/professional services, import and export distributors, real estate investors and high net worth individuals.
HER INTERESTS
WHAT I
LIKE
I like to spend time with my family and my dog Johnson, a silky terrier. We love walking and hiking together.