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Gary W. Lee, CPA
Phone: 904-694-1040 Gary W. Lee, PA Gary Lee obtained his Bachelor of Business Administration degree in Accounting from the University of North Florida, and has been a certified public accountant in Northeast Florida for over 26 years. His experience includes accounting, auditing, consulting and taxation of closely held businesses; a significant portion of his experience relates to the construction industry. Gary is an active member of Construction Industries of CPA Consultants (CICPAC), Treasurer of NE Florida Chapter of Construction Financial Management Association (CFMA), the Ponte Vedra Rotary Club, Ponte Vedra Chamber of Commerce, the Chamber Leads Group, the American Institute of Certified Public Accountants, and the Florida Institute of Certified Public Accountants. Gary’s focus is on helping individuals manage the complex financial and business compliance issues associated with want is usually their largest asset, their business. These services include computerize accounting systems, preparation of proper financial statements for banks and other third parties, financial ratio analysis, tax return preparation, and business and tax planning. Gary’s goal is to assist his clients with the creation, protection and preservation of wealth, through education, planning and implementation. Gary Lee is not affiliated with SagePoint Financial, Inc.
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5327 Commercial Way Suite D120 Phone: 888-661-5398 |
Securities and investment advisory services offered through SagePoint Financial, Inc., memberFINRA/SIPC, a registered investment advisor. floridaFIN, Inc. is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor. floridaFIN is a group of independent insurance, law and accounting professionals that are not affiliated with SagePoint Financial, Inc. The investment advisors affiliated with floridaFIN are registered to offer securities and investment advisory services through SagePoint Financial, Inc.