Contact

JULIE
LEE

PARTNER

TAX PLANNING & COMPLIANCE, TRUST & ESTATE, BUSINESS ADVISORY

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GET TO KNOW JULIE

WHY I'M
HERE

I was with the tax department of a big-8 CPA firm back in the early 80s, but I wanted to have a broader experience and knowledge in advising business owners. I joined Lucas and Company – now Lucas Horsfall – in 1986. And I enjoy my role as the trusted advisor to business owners and individuals in income tax, estate and gift tax, real estate investments, retirement planning.





why lucas horsfall
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HER ROLE

WHAT I
DO

I am a tax partner and my clients are mainly in the medical/professional services, import and export distributors, real estate investors and high net worth individuals.





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HER INTERESTS

WHAT I
LIKE

I like to spend time with my family and my dog Johnson, a silky terrier. We love walking and hiking together.