▸ Statement of the preparer
About Lee
Entry 01 · The credential
I'm an Enrolled Agent based in Greater Boston, Massachusetts. The EA credential is the highest awarded by the IRS: I earned it by passing a comprehensive three-part examination covering individual tax, business tax, and representation, and it carries unlimited rights to represent taxpayers before the IRS — the same practice rights held by CPAs and tax attorneys.
Entry 02 · The engineer
I came to tax by an unusual road. I trained as an engineer at McGill University, then spent nearly a decade in software and security engineering, most recently leading application security work at a healthcare technology company. That work built two habits that turn out to matter enormously in tax: verifying everything rather than assuming, and treating sensitive personal data with real care. Your documents don't get emailed around loosely or left in unsecured folders — protecting information like yours was, and continues to be, my job.
Entry 03 · The family trade
Tax is also the family trade. I'm a second-generation practitioner, working alongside my father, who has run a small tax practice serving individuals and businesses for decades. I grew up around this work; now I'm carrying it forward under my own name — with the depth of experience of an established practice and the tooling of a modern one. I left engineering for this on purpose: family is why the practice exists, and one day I hope to pass it on the way it's being passed to me.
Entry 04 · Home
Home is Somerville, Massachusetts, with my wife Allyson and our two cats. Our best trips involve mountains and oceans — this one is from our honeymoon, hiking a glacier in New Zealand. Closer to home, it's the White Mountains and the local beaches.
Entry 05 · Off the clock
Otherwise you'll find me on a golf course, or on my bike — a favorite ride runs along the coast with the Boston skyline in the distance. And there's usually a loaf proofing in the kitchen or a project underway in the woodshop.
Let's talk about your taxes
Whether it's a straightforward return or a situation you suspect is being handled wrong, I'm happy to take a look.