You’re different. So are we…

We are not your “average” firm. Far from it. We are a firm of entrepreneurs focused on your business. Our partners, managers and staff know that our clients don’t really win unless we are adding value with new ideas, insights and solutions. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We take pride in giving you the personal assistance that comes from years of advanced training, technical experience and financial acumen.

Since our founding, RLA has specialized in serving closely-held companies, family businesses, entrepreneurs, and high net-worth individuals and their families. Many of our business clients are in their second and third generation of ownership, and over this period RLA has been their only professional CPA advisor. This is an accomplishment we are very proud of.

As certified public accountants and business consultants, we believe that truly understanding the industries in which our clients operate enables us to deliver the most effective solutions to their unique needs. To support this, we have developed concentrations in the construction, manufacturing, and non-profit industries. This platform allows us to deliver cutting-edge solutions and provide the best advice to help our clients succeed.

Construction

Manufacturing

Non Profit

Robert Lee & Associates, LLP

Robert Lee

Sabrina Banuelos

Ruben Pekary

Sara Streeter

Megan Delucchi

Jordan Smead

Stella Perez

Lydia Heinrich

Lucy Cai

John Thuong

Elizabeth Segel

Cristina Claussen

The Tax and Accounting team at Robert Lee & Associates, LLP specializes in providing tailored tax compliance, planning, and accounting services to closely-held companies and high-net-worth individuals. Leveraging deep industry knowledge, the team collaborates with clients to deliver innovative financial solutions, ensuring optimal tax strategies and accurate financial reporting. Their focus on partnership and personalized service aims to enhance client success and drive sustainable business growth.

Tax and Accounting

Audit Team

Tax and Accounting

About

Team members

Other teams at Robert Lee & Associates, LLP

Audit Team