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About Us

About Our Firm

Since 1993, Lee & Associates, CPAs LLC has been providing quality, personalized financial guidance to local individuals and businesses. Lee & Associates, CPAs LLC's expertise ranges from basic tax management and accounting services to more in-depth services such as business consulting, management strategies, and financial planning.

Lee & Associates, CPAs LLC is one of the leading firms in and throughout Cumming. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

We Are Proud Members of:

  • American Institute of Certified Public Accountants
  • Georgia Society of Certified Public Accountants
  • Cumming/Forsyth County, Georgia Chamber of Commerce

 

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Lee & Associates, CPAs LLC is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Cumming's business community for years, and pride ourselves on the level of trust we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around Cumming. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Lee & Associates, CPAs LLC receive competent and timely advice.

Pro-Active Strategies Through Personal Attention

After working for Top 25 local and national firms, Rick Lee originally established the firm in 1993. Our goals are to provide efficient and expert solutions to businesses and individuals in North Georgia or wherever their travels take them. In addition to traditional accounting and taxation services, we take pride in providing a full range of business consulting services. We work hard to ensure that we provide quality services to our clients - services that are timely, valued and practical.

Our staff serves a wide range of individuals, corporations, partnerships, trusts and estates. We strive to provide pro-active expertise in accounting issues and tax laws that impact our clients.

Experience

We offer the benefit of years of experience gained from previous positions in large public accounting firms. Our "small" firm is committed to personal attention, while large enough to give you quality response and the results that you need, when you need it.

Integrity

The highest levels of integrity drive our practice. We believe that by making integrity and hard work a daily part of our business practices, we will provide a superior solution to our clients, will provide a superior environment for our employees to thrive and will develop the highest levels of solutions for our clients.

Results

We seek to provide our diversified experience with personal attention.

Our services are about more than a tax return or a financial statement. We strive to offer tangible and proactive advice that will further our clients helping them to better identify and achieve specific goals and reduce the likelihood of costly mistakes.

Our Team

H. Richard Lee, Jr., CPA

Rick has been serving individual and business clients for over 30 years, and will be celebrating 25 years here in Forsyth County in Fall 2018.  His client experience includes high net worth individuals with complex holdings and diverse corporate clients.  However, his objective is that each client is treated with equal importance and attention in regards to their specific needs.  He enjoys consulting projects with business and individual clients where in we can pro-actively assist them in achieving their specific goals and avoiding problems... not just "filling out tax forms".

Rick has been blessed with a wonderful wife for over 27 years, a son (who graduated from Kennesaw State) and a daughter currently in veterinary university.  He enjoys the outdoors and has completed various running races (including recently a marathon and the Spartan Trifecta), cycling, coaching soccer and serving in his church and community.  They have hosted foreign exchange students on multiple occasions and been blessed through serving on local and foreign mission teams. In 2016, he joined the Board of Trustees for Family Promise of Forsyth County Inc., and has served as chairman of the Board and Treasurer. He has served on other civic boards and organizations over the years, including Kiwanis and YMCA.


Andrea Altman, Manager

Andrea Altman has been working with Rick Lee since 1995. She has over 25years of experience in QuickBooks, Write-up and Financial Statements, Payroll and Sales Tax, Individual and Corporate Tax preparation. She enjoys working one-on-one with clients to help them better understand accounting and how to best utilize QuickBooks in their business.

Andrea grew up in upstate New York, earning her BS in Accounting at the State University of New York at New Paltz. In 1994, she and her family moved to Georgia, eventually settling down in Canton in 2001. On her time off, Andrea enjoys spending time with friends, gardening, taking combat classes, and traveling with Dave, her husband of over 25 years since becoming empty-nesters 10 years ago.


Jonathan Carroll, CPA MTX

Jonathan (Jon) Carroll is a licensed Certified Public Accountant in the state of Georgia. He is a graduate of North Georgia College and State University with a Bachelor of Business Administration degree in Accounting. He is also a graduate of Georgia State University with a Masters of Taxation.

Prior to joining the firm in December 2012, Jon worked for local public accounting firms focusing primarily on individual, corporate, and partnership tax return preparation. He also has experience with financial statement preparation.

Jon is a member of the American Institute of Certified Public Accountants and Georgia Society of Certified Public Accountants. He is originally from the Gainesville, GA area but now resides in Cumming with his wife, Tracy. In his spare time, he enjoys movies, exercising, traveling, spending time with family, and is a big football fan.


Sharon Tyre, CPA, MPA

Sharon Tyre majored in Accounting at Georgia Southern University and earned a Bachelor of Business Administration degree there.  She worked for various small businesses for several years while focused on raising her two children.  In 2015 she was licensed as a Certified Public Accountant in Georgia.  In 2017 she graduated from Georgia State University with a Masters in Professional Accountancy.

She enjoys working with small businesses, preparing taxes, write-up work, budgeting and cost analysis.  She is a member of the American Institute of Certified Public Accountants and Georgia Society of Certified Public Accountants –Northeast GA Chapter. 

She is active in her church and with Family Promise of Forsyth County.  She enjoys teaching accounting classes at Lanier Technical College and is on the Accounting Advisory Committee there.  Sharon and her husband live in Forsyth County.  When she has free time she enjoys crochet, watching sports, texting with her children, and planting flowers.


Elizabeth Williams, Administrative Assistant

Elizabeth Williams is a graduate of Erskine College.  She came to work at the firm in 2015 after spending ten years at home with her children.  Prior to that, she worked eight years for a law firm in Alpharetta.  She resides in Cumming with her husband, Mike and their two children.  She enjoys reading, hanging out at home with her family, traveling, and being at the park to watch her kids play ball.


 

 

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