Lee Robinson CFP, EA, RIA

Specialties

Lee Robinson, CFP, EA, RIA is an Enrolled Agent and is licensed to represent taxpayers before the Internal Revenue Service. Lee provides tax return preparation for individuals and businesses, sales tax reporting, payroll tax services and is a fee based, board certified financial planner.

We provide: individual tax returns, business tax returns including corporations, partnerships and non-​profits, trusts, sales tax returns, payroll tax reporting, fee-​based financial planning, retirement needs analysis and solutions, financial position analysis — net worth determination, debt elimination program and solutions.

Lee Robinson is a fee only Certified Financial Planner and is a Registered Investment Advisor. He provides only financial planning and does not sell product.

Call today for a free consultation!

History

Established in 1982.

Lee Robinson has an extensive background including a Master of Arts from Eastern Michigan University, with a major in Public Administration, as well as a Bachelor of Science degree, with a major in Accounting.

A tax preparer in Huntington Beach, Lee has been self-​employed as a tax practitioner and financial planner for more than twenty years. As an Enrolled Agent, his experiences include the preparation of individual, business, and estate taxes; representation of taxpayers through the submission of Offers in Compromise, Installment Agreements, Insolvency issues, and at audit. As a Certified Financial Planner®, he offers comprehensive financial planning for income tax, retirement, investments, and college funding.

Additional qualifications: Certified Financial Planner™, CFP, Certified Financial Planner Board of Standards. Registered Investment Adviser State of California. Enrolled Agent (EA), Internal Revenue Service. Accredited Tax Preparer (ATP), and more.

Meet the Business Owner

Lee R.

Business Owner

My objective is to provide professional, competent tax and financial planning services to my clients. My background includes a master of arts degree in Public Administration from Eastern Michigan University, and a Bachelor of Science degree in Accounting from Indiana State University. I have been self-​employed as a tax practitioner, financial planner for more than twenty years. As an Enrolled Agent my experiences include the preparation of individual, business, and estate taxes; representation of taxpayers through the submission of Offers in Compromise, Installment Agreements, Insolvency issues, and at audit. As a Certified Financial Planner®, I offer comprehensive financial planning for income tax, retirement, investments, and college funding.