SERVICES

At this time, referrals are required for new clients.

Julian H. Lee, CPA, LLC is a modern, digital 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:

Three service tiers—tailored to your needs:

Basic

✓ Tax Return Preparation

✓ On-going Support

✓ Tax Notice Assistance

Plus

✓ Everything in Basic

✓ Tax Planning & Advisory

✓ Implementation Support

Full Service

✓ Everything in Plus

✓ Quarterly Review

✓ Business Concierge

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.

Contact

At this time, referrals are required for new clients.

Please ask your referrer for contact information.

At this time, referrals are required for new clients. Please ask your referrer for contact information.