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Cara Lee
Joined C+M in 2013
“The values of the people at C+M make it special. It is so nice to work with genuine and approachable individuals who share the same high integrity and positive attitude to provide client service as a team.”

Cara joined C+M in 2013 after 11years as a tax manager at PwC. Her experience at PwC included working with clients in the areas of retail and manufacturing, professional services, and hospitality as well as high net-worth business entrepreneurs, their families, and privately held businesses.

Cara’s current work continues to apply and add to the experience of tax consulting and compliance services for private entities and their owners, high-net-worth individuals, and the tax needs of their families, trusts, and foundations. Cara appreciates when her clients trust and appreciate the services C+M provides.

On the weekends, Cara likes to spend time with her children and get together with family and friends.

PRACTICE AREAS:
Tax and Financial Advisory
Entrepreneurs
High Net Worth Individuals
CREDENTIALS:
Certified Public Accountant, California
Bachelor of Science in Business Administration; San Francisco State University
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