About us
Our mission is to provide our clients with superior, high-end service with regard to tax solutions, tax planning, and tax compliance. Our service model pledges to keep sharply focused on your long-term interests.
Location
1355 Terrell Mill RD SE BLDG 1474 STE 100 Marietta GA 30067 US
Daniel Christopher Lee, CPA, CFP®
Dan founded the firm in 2003 and serves clients with over 30 plus years of experience. Previously, Dan served as the head of the Personal Income Tax Division for SunTrust Bank's Trust & Investment Services in Atlanta. He managed the filing of approximately 300 high net worth families' individual income tax returns, trust tax returns, FLP returns (partnerships), S- corporation returns, and miscellaneous filings. In addition, Dan provided tax planning and IRS guidance for trust clients.
Dan's prior 8 years in public accounting experience includes time with Jackson Thornton, PC (AL) and Jones & McKnight, PC (GA), where he planned, directed, and performed accounting and tax engagements.
Dan earned his CPA certificate in 1992 and holds licensure in Alabama and Georgia. His CFP® (Certified Financial Planner) designation was earned in 2002.
Dan's prior 8 years in public accounting experience includes time with Jackson Thornton, PC (AL) and Jones & McKnight, PC (GA), where he planned, directed, and performed accounting and tax engagements.
Dan earned his CPA certificate in 1992 and holds licensure in Alabama and Georgia. His CFP® (Certified Financial Planner) designation was earned in 2002.
Veronique Tragett, Senior Associate
Veronique is a fully Qualified Chartered Accountant. She trained with PWC and SchlumbergerSema and has undertaken a wide range of tasks from very hands on taxation as well as large corporate tax issues. She is bilingual (native) in English and French, and fluent (near native) in Spanish. Veronique has a BA in French and Hispanic Studies from King's College London.
Thomas Ellis McGarity, Associate
Ellis graduated from Augusta University in 2022 with a bachelor’s degree in business administration/accounting. His prior tax experience was with Harkrider, Demyan, & Rodwell LLC in Augusta, GA. He moved to Marietta, GA and started at Dan Lee & Associates P.C. in August of 2023. Areas of focus include QuickBooks and individual/partnership taxation. He is currently working on acquiring his CPA certification.