Curtis Lee Jr., ATA, ATP

C B Lee & Company, Inc.

My Contact Details

C B Lee & Company, Inc.
4617 Western Blvd
Raleigh, NC
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Work: (919) 851-2640
Accredited Tax Preparer

Curtis Lee Jr., ATA, ATP


Curt Lee, ATA, ATP, has owned his accounting practice in Raleigh, NC, C B Lee & Company, for 37 years. He is an active member of several organizations including the National Society of Accountants since 1991 and the North Carolina Society of Accountants since 1981. 

He has held numerous positions with both organizations & currently serves as NSA Second Vice-President.  He served as Secretary/Treasurer from 2015 to 2018.  Prior to election to that position he served as the Administrative Chair-Right to Practice for NSA from 2010-2015.  In addition, Curt served as NSA State Director from North Carolina from 2008-2015 and on the Regulation Oversight Committee from 2005-2010. He also held officer postions in his ASO including President in 1992-93.  He has been involved in legislative affairs in North Carolina since 1988 and has served as Legislative Chair in NC since 1996 working to protect the practice rights of unlicensed accountants.

He chaired the Meredith College Golf Tournament for numerous years. The event generated funds for the scholarship foundation for students in need of tuition assistance. In addition he has been an instructor for the North Carolina State University Income Tax Schools since 2005 reaching over 1,800 tax practitioners each year. He has traveled across the country speaking and promoting NSA at many ASO meetings and conferences from 2005 to present.  He also travels extensively in North Carolina and across the nation speaking about practice rights of unlicensed accountants and promoting the value of memberships in the ASO & NSA.

Curt believes in NSA and the great benefits in offers to its members, from advocacy to tax research; it's the organization that small practitioners need to belong to.

In his spare time Curt enjoys golfing, boating, and spending time at the coast with friends.

Professional Associations

National Society of Accountants
1990 - 2018

North Carolina Society of Accountants
1981 - 2018


  • Accredited Tax Advisor
  • Accredited Tax Preparer

Role in Practice

  • Principal

Years of Experience

  • More than 20

Practice Life Cycle

  • Established and Growing

Honors and Awards

1st Vice President
National Society of Accounts(NSA)
2019, 2020

2nd Vice President
National Society of Accountants (NSA)
2018, 2019

Adiminstrative Chair-Right to Practice
National Society of Accountants (NSA)
2010, 2011, 2012, 2013, 2014, 2015

Board of Directors
North Carolina Society of Accountants (NCSA)
2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015

Distinguised Service Award 2011
National Society of Accountants (NSA)

Graduate of Leadership Development
National Society of Accountants (NSA)

National Society of Accountants
Chair (Budget Committee)
2015, 2017

NSA Secretary/Treasurer
National Society of Accountants (NSA)
2016, 2017, 2018

North Carolina Society of Accountants (NCSA)
1992, 1993

National Society of Accountants (NSA)
2020, 2021

President Elect
North Carolina Society of Accountants (NCSA)
1991, 1992

Presidential Award
North Carolina Society of Accountants (NCSA)
2005, 2006, 2010, 2019

State Director
North Carolina
2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015

State Director of the Year
National Society of Accountants (NSA)

Tax Instructor
North Carolina State University (NCSU)
2005, 2019

Tournament Chairman
Meredith College Golf Classic
2002, 2003, 2004

North Carolina Society of Accountants (NCSA)
1988, 1990

Vice President
North Carolina Society of Acccountants (NCSA)
1990, 1991

Job History

C B Lee & Company
September 1981 - present

J R Taylor Companies
Corporate Controller
September 1977 - August 1981

Chas T Jones & Company
Staff Accountant
May 1971 - August 1977

Areas of Specialization

  • Accounting Software Consulting
  • Bookkeeping
  • Business Sales and Purchases
  • Business Tax Planning
  • Business Tax Preparation
  • Business Valuations
  • Cash Flow and Budgeting Analysis
  • College Planning
  • Comprehensive Financial Planning
  • Computer Consulting
  • Credit Improvement
  • Employee Benefits and Pension Plans
  • Estate Planning
  • Financial Projections
  • Financial Services
  • Financial Statements
  • Fraud Prevention and Detection
  • General Accounting
  • Individual Tax Planning
  • Individual Tax Preparation
  • Management Advisory Services
  • Payroll Services
  • QuickBooks Pro Advisor
  • Retirement Planning
  • Reviews and/or Compilations

Firm Information

  • President - C B Lee & Company, Inc.

Practice Size

  • 1-5

NSA Member Since

  • 06/01/1990