Daniel Lee, CPA

Tax & Business

About Partner

Daniel is a partner in DK’s Beverly Hills tax department and a member of the firm’s Family Office, High-Net-Worth Individuals and Trusts and Estates practice groups.

He has over 24 years of experience working in both public accounting and private industry. Daniel’s expertise includes tax consulting and compliance for high-net-worth individuals and family groups, closely held businesses, and emerging companies. He received a bachelor’s degree from Korea University. He earned a master’s degree in accounting from Texas A&M University and is licensed as a Certified Public Accountant.

He has various experiences with advanced tax research, tax planning and tax compliances from both mid-sized CPA firms and international accounting firm. He is an active member of the California Society of Certified Public Accountants (CalCPA).

Industry Focus

• High-Net-Worth Individuals & Families
• Closely Held Businesses
• Emerging Businesses
• Not-for-Profit
• Professional Services
• Real Estate
• Retail

Practice Focus

• Business Consulting
• Family Office Services
• Tax Consulting & Compliance
• Trusts and Estates

Professional & Civic Affiliations

• American Institute of Certified Public Accountants (AICPA)
• California Society of Certified Public Accountants (CalCPA)

Education

Texas A&M University
Master of Accounting  

Korea University
Bachelor of Science