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You are here: Home / Bio for Desiree Lee, CPA

Desiree Lee, CPA

Desiree Lee, CPA

Partner

Desiree specializes in individual and trust taxation. She has over 18 years of experience working with high net worth and self-employed individuals and is proficient in handling the tax implications of alternative investments.

One of Desiree's unique specialties is partnering with outside investment & financial advisors to bring a thorough, tax-efficient and comprehensive retirement or life planning solution to clients. She has also become a valuable resource for clients going through a divorce and is well known for her extensive knowledge and experience in tax analysis as an expert witness in divorce proceedings.

She values a proactive and personalized approach to client service and believes “This level of personalized service is rewarded by my clients' continued confidence in our firm’s abilities. It is satisfying to know my clients and their investment and financial advisors respect and value the solutions and advice we provide.”

Desiree graduated summa cum laude with a degree in accounting from Virginia Commonwealth University. She volunteers her time with the VSCPA’s Tax Advisory Committee. Outside of work, she loves every minute she spends with her twin daughters and really enjoys traveling with the family.

Organizations & Associations 
Virginia Society of Certified Public Accountants (VSCPA), Tax Advisory Committee
American Institute of Certified Public Accountants (AICPA)

What “In Your Shoes” Means to Me
“To me, ‘In Your Shoes’ means taking a vested interest in my clients and colleagues by providing a personalized approach that addresses their specific needs.”

Articles by Desiree

  • SafeSend Returns
  • Tax Law Changes Included in Recently Signed VA Budget
  • Home Sale Exclusions
  • Flow-Through Entities—Schedule K-2 and K-3 Reporting Requirements
  • Advanced Child Tax Credit – is your IRS Letter 6419 reporting accurate totals?
  • Are You Ready for Tax Season?
  • Year-End Charitable Giving
  • Planning Opportunity: Qualified Charitable Distributions
  • Tax Ramifications of Divorce
+ Show all articles by Desiree
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DID YOU KNOW …

Not only does Meadows Urquhart provide accounting and tax services, but we’re also forward-thinking CPAs & consultants who take the time to step into our clients' shoes. We offer services for businesses, high-net-worth individuals, nonprofits and hedge funds.

Find out more about our services.

In Your Shoes

We're proud to be a part of this client's success story. Click on the shoes to learn more.
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Meadows Urquhart is a CPA & accounting firm located in Richmond, VA.

Our Location

1802 Bayberry Court, Suite 102
Richmond, Virginia 23226
Phone: 804-249-5786
Fax: 804-249-5781
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