Germaine Lee
Senior Tax Accountant at Heritage Advisors, Llc
Based in Phoenix, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Phoenix
Industry
Financial Services
Company size
10
Contact information
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g•••••••@heritageadvisorsllc.com
Phone
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Background
About Germaine Lee
Germaine Lee, EA Tax Manager Certified QuickBooks® ProAdvisor™ Germaine has more than 25 years of experience in Internal Auditing, Corporate and Public accounting. She specializes in small business taxation, Trust and Estate taxation, and federal and state income tax preparation. As an IRS Enrolled Agent, she is a dynamic and effective advocate who represents taxpayers in compliance and collection matters before the IRS and the state. She is also skilled in Information Technology. Born and raised in the Philippines, Germaine graduated from the University of the East with a Bachelor of Science in Accountancy, and earned her MBA degree at the University of Santo Thomas, the largest and one of the most prominent Catholic universities in Asia. Germaine received her license to practice as a Certified Public Accountant in the Philippines at the early age of 19. She became the youngest Chief Finance Officer of a Lausanne, Switzerland-based, publicly traded international firm, now known as Ferrostaal AG. Her job has allowed her to travel all over South East Asia, but she and her family made their home in Arizona in 1996. Since then, she has worked for a large CPA firm in the valley like Walker and Armstrong from 1997-2002 and Price and Kong CPA from 2003-2009. Outside the office, Germaine can often be found at her children’s schools participating in volunteer work and being part of the finance committee. Germaine currently resides in Phoenix and enjoys spending time with her husband and their 2 energetic sons. She loves collecting cultural masks, traveling, and cooking for her vegetarian family.
Decision-makers
Other people at Heritage Advisors, Llc
- DMDirector
David Maxey
Director of Wealth Management · Finance & Accounting
- JBStaff
Jeffery Brown
Minyards · Other
- IRDirector
Irene Rankin
Firm Director · General Business & Management
- MMDirector
Michael Minyard
Director · General Business & Management
- WKC-Team
Ward Kinne
President · General Business & Management
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