BOUTIQUE
FINANCIAL
SERVICES
Accounting, Tax and Business Management Services designed to reduce your taxes and build wealth
PRACTICE
AREAS
ACCOUNTING
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Personal and Business Financial Statement Preparation
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Accounting System Setup and Support
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Bank Account Reconciliation
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Cash Flow Management
TAX
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Tax Notice Resolution
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IRS Representation
BUSINESS MANAGEMENT
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Accounting & Tax
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Financial Planning & Budgeting
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Investment Advisory
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Insurance Coverage Selection
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Wealth Maintenance
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Real Estate Servicing
ADVISORY & CONSULTING
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Part-Time CFO Services
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Business Entity Selection and Optimization
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Retirement Planning
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General Cash Management
OUR VISION
Listen, Trust, Provide Value
We listen to your needs, provide solutions, keep money in your pocket, and earn your trust.
We provide a suite of specialized financial and business management services for businesses, entertainment industry professionals, athletes, musicians, corporations, corporate executives, real estate professionals, family entities and high-net-worth individuals.
MEET YOUR ADVISOR
EDWARD LEE, CPA
PRESIDENT
I have always had a passion for business and entrepreneurship. I'm a dedicated CPA with more than 15 years of experience working for accounting and business management firms. After managing the various businesses and financial affairs for celebrities in the entertainment industry, I decided to make it my mission to help clients stop overpaying taxes and grow their wealth. Like A-List celebrities with finance teams, Treehouse Business Management can proactively help clients save money on taxes with tax planning.
By implementing advanced tax strategies, I have been able to significantly reduce tax liabilities so my clients can create and maintain wealth. I have worked with multi-million dollar corporations and high-net-worth individuals in the entertainment, real estate, and healthcare industries and tailor my services to each client.
Education
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B.A., University of California, Berkeley
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Certificate of Accounting, University of California, Los Angeles
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Certified Public Accountant ID 117359
OUR ADDRESS
For any general inquiries, please fill in the following contact form:
