Meadows Urquhart Acree and Cook, LLP

  • Our Services
  • About Us
    • Meet Our Team
  • Our Culture
    • CPA & Accounting Careers
  • News & Resources
    • Cash Flow Resources
  • Contact Us
  • For Clients
    • Pay My Invoice
    • Send A File
    • SafeSend Returns
    • Previous Portal
    • FAQs
You are here: Home / Bio for Desiree Lee, CPA

Desiree Lee, CPA

Desiree Lee, CPA

Partner

As Meadows Urquhart's newest partner, Desiree specializes in individual and trust taxation. She has over 15 years of experience working with high net worth and self-employed individuals and is very 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 also 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

Better2gether RVA, Treasurer 2019- present 
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
We're Hiring!
We're looking for exceptionally motivated professionals to join our fast-growing team. Apply Now!

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.
The McCammon Group
The McCammon Group

Flexicell
Flexicell

Jumpology
Jumpology

NDSE
NDSE

Skye Bruce Properties
Skye Bruce Properties

Tavenner & Beran
Tavenner & Beran

Drytac
Drytac

EC of Georgia
EC of Georgia

VCU Dental Care
VCU Dental Care

James River Construction
James River Construction

Sola Salon Studios
Sola Salon Studios

Blue Ridge Custom Homes
Blue Ridge Custom Homes

Dominion Voice & Data
Dominion Voice & Data

Altius Associates
Altius Associates

AdvanceTEC
AdvanceTEC

ITTS Trading
ITTS Trading

Tweed
Tweed

Occasionally Made
Occasionally Made

TMI Consulting
TMI Consulting

Pohlig Bros.
Pohlig Bros.

Locke & Quinn Personal Injury & Family Law Attorneys
Locke & Quinn Personal Injury & Family Law Attorneys

Bingham Arbitrage
Bingham Arbitrage

Hurricane Fence
Hurricane Fence

Health Link Family Chiropractic
Health Link Family Chiropractic

Albis & Company
Albis & Company

Riverside Outfitters
Riverside Outfitters

Allegra Design-Print-Mail
Allegra Design-Print-Mail

Bill Talley Ford
Bill Talley Ford

James River Transportation
James River Transportation

Capital Payroll Partners
Capital Payroll Partners

Ball Office Products
Ball Office Products

Neathawk Dubuque & Packett
Neathawk Dubuque & Packett

CAS Associates, Inc.
CAS Associates, Inc.

GHT Insurance
GHT Insurance

The Foss Home Team
The Foss Home Team

Redmond Asset Management
Redmond Asset Management

Measurement, Control & Automation Association
Measurement, Control & Automation Association

Davenport & Company
Davenport & Company

Whitten Brothers
Whitten Brothers

Image360-RVA
Image360-RVA

Marriott & Co.
Marriott & Co.


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
Contact Us

AGN International member

Follows Us

  • Email
  • Facebook
  • LinkedIn
Certified QuickBooks Pro Advisor Bill.com Expert Certified Certified QuickBooks  OnlinePro Advisor

Get Our Newsletter

Copyright © 2023 Meadows Urquhart Acree & Cook, LLP • All Rights Reserved

Home • About • Contact • Services

A Kinetic Website