• Tax Planning and Preparation
• Not-for-Profit Organizations
• Business Consulting
Lee joined Bertz, Hess & Co., LLP in 2010. He graduated from Indiana University of Pennsylvania (cum laude) with a Bachelor of Science degree in Business Administration. As a tax manager, Lee is responsible for preparation and review of various individual and business tax returns, keeping abreast of tax law changes and researching tax issues for the firm.
Lee is a member of the American Institute of Certified Public Accountants (AICPA) and the Pennsylvania Institute of Certified Public Accountants (PICPA).
Outside of his work schedule, Lee is active in church, enjoys gardening, antiquing, the beach, the Steelers and spending time with his grandchildren. He and his wife live in Mountville.