• tax preparation and business law services

    SERVING INDIVIDUALS, STARTUPS, ESTABLISHED BUSINESSES AND NONPROFIT ORGANIZATIONS

tax services

- EXCELLENT, TIMELY, COST-EFFECTIVE -

BOOKKEEPING

Payroll
Reconciliation to bank records
Financial statements
Workers' compensation audits
Unemployment claims

BUSINESS TAX

Corporate and partnership tax preparation
Local and state sales tax compliance
State and federal payroll tax
W-2, W-3 and 1099 forms

PERSONAL TAX

Tax planning strategies
State and federal income tax preparation
Trusts and estates
Self-employment matters

legal services

- SKILLFUL, STRATEGIC, EFFICIENT -

FORMATION AND GROWTH

Strategic entity formation
Funding (series A, convertible note, SAFE)
Equity incentive plan matters
Founder issues
Corporate governance
Entity conversion

DRAFT AND NEGOTIATE

Letters of Intent
Customer and distributor contracts
Manufacturing and supplier contracts
Commercial leases
Residential rental agreements
Intellectual property licenses
Joint ventures

PURCHASE AND SALE

Sale of a business (equity or assets)
Purchase of a business
Merger
Spinout
Real estate acquisitions and dispositions
Strategic investments

meet michelle

- EXPERIENCED, DEDICATED, PRACTICAL -

Michelle Soohi Lee grew up in Sacramento and attended Harvard University and UCLA School of Law. She is admitted to practice in the state of California and is a member of the American Bar Association.

Prior to opening Lee Tax and Law Office, Michelle worked at an international law firm where she represented publicly-traded companies, middle-market companies and emerging growth companies in various industries, including technology, life sciences, healthcare, food and beverage, media, e-commerce, transportation and agriculture.

For many years Michelle also worked with her father Sangkyu Lee at his tax practice, King & Lee, CPA.

She is committed to developing long lasting partnerships with her clients to help them succeed.

contact us

For a sense of our expertise and how we can help you, send us a message below or feel free to call our office at (916) 372-6402.

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our office

(916) 372-6402