Welcome!

I provide accounting, tax, financial services and investment planning services to individuals and businesses.

Retirement planning, education planning, risk management and so much more. I offer my clients a multi-faceted approach to address their growing financial needs.

My Practice

I offer standard tax preparation and accounting services, as well as comprehensive investment planning. In addition to preparing and filing your tax return, I can help develop a plan that takes into account your financial circumstances and tax status, and considers your college, retirement and estate planning goals.

Services

Taxes

I provide the following tax services to individuals and businesses: tax planning, federal and state tax preparation, and standard and electronic tax filing.

Financial Services

I can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future.

Retirement Planning

As you prepare to enter retirement, you'll need to ask yourself some challenging questions about your retirement plans. Determining what to do with your retirement assets could be one of the most critical decisions you make.

Education Planning

The available education planning choices can be confusing. I can show you how your savings will affect your child’s or grandchild’s ability to qualify for financial aid, as well as the implications for your income, gift and estate tax situation. I can also help you identify how much money you need to send your children or grandchildren to college, determine how much you need to save, and how this dedicated investment might fit with your overall investment management plan.

Additional Services

  • IRAs
  • Payroll reporting
  • SEPs
  • Corporations
  • S-Corporations
  • Business Audits
  • Individual Audits
  • Estate and Gift Tax Planning
  • Partnerships
  • Trusts
  • SIMPLEs
  • Limited Liability Companies
  • Roth IRAs
  • Payroll services

About Me

Education

Bachelor of Science, UCLA

Master of Business Administration, Cal State University, Los Angeles

Designations

CPA - Certified Public Accountant

Affiliations

Member AICPA,
Former IRS agent

Licenses

Securities
  • Exams: 6, 63
  • States: CA, NM, OH
Insurance
  • License: Variable, Life only, A&H
  • States: CA

Resources

Investor Resources


About HD Vest

Recognized by Financial Advisor as one of the top firms in the industry,1 we are committed to changing America by reinventing the way people invest. Since its inception in 1983, HD Vest Financial Services® has supported an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. Approximately 4,500 independent contractors manage over $35 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states.2
1 Independent Broker-Dealers 2013, Financial Advisor Magazine, April 2013
2 As of January 1, 2014

Contact

Hyman Lee
240 S. Garfield Ave Suite 308
Alhambra, CA 91801

Email: LeeH@hdvest.net
Phone: 626-576-8155
Fax: 626-576-8267