James Lee, EA


“With the new day comes new strength and new thoughts.”-Eleanor Roosevelt

James joined WealthEdge in 2015 and serves as a Tax Accountant.

James’s primary focus is accounting and taxation, including financial reporting, compilation of financial statements, and tax preparation/tax planning.

James has over 5 years of diverse experience in the field of accounting and taxation.

Prior to joining WealthEdge, James worked as a Tax Accountant at a local public accounting firm servicing an array of client types with a large focus on tax services for high net worth individuals and small business owners.

James graduated from City University of New York – Baruch College with a Master’s degree in Accounting. He is an Enrolled Agent and NY State CPA candidate for 2017.