Industry Expertise

Practice Focus

Biography

Rob is an experienced tax professional who has practiced public accounting since 1996. His services focus on individual income tax planning and compliance, including equity transactions ranging from restricted stock units to incentive stock options.

Rob also specializes in serving individuals who work and reside overseas or are relocating to the United States. He has helped numerous individuals and companies meet their global mobility planning and compliance needs.

Education

  • BS, accounting, Loyola Marymount University
  • MS, taxation, San Jose State University

Insights from Rob Lee