Partner

David Lee, CPA

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Bio

Meet David

David is a tax partner in Armanino’s national office practice and leads the firm’s Research & Development (R&D) Tax Services practice. He has over 22 years of professional experience in public accounting and is based in Silicon Valley, CA. David works with venture backed startup companies as well as multinational corporations in the technology, manufacturing and life science industries. He advises clients on corporate tax strategies and solutions for federal and state research credits, and tax audit issues. Prior to joining Armanino, David spent his career in the national tax service groups of Deloitte, PricewaterhouseCoopers, and Ernst & Young. He is a member of the AICPA and CA Society of CPAs.

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Experience

Professional History

Experience

  • Deloitte & Touche LLP
  • Ernst & Young LLP
  • PricewaterhouseCoopers LLP (PwC)
  • Armanino LLP

Associations

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants

Education

  • University of California, Los Angeles
Q&A
Q. What is it about accounting and consulting that first drew your interest?
Q. If you could pass on a nugget of wisdom to aspiring accountants or consultants, what would that be?
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Industries Served
David's Thought Leadership
Blog articles
Article
On December 18, President Obama signed into law the Protecting Americans from Tax Hikes (PATH) Act of 2015, extending m...
Blog articles
Article
If you are a qualified small business, subject to limits, you can elect to apply all or some of any research tax credit...