Profile

Curtis Lee Jr., ATA, ATP

President,
C B Lee & Company, Inc.

My Contact Details

C B Lee & Company, Inc.
4617 Western Boulevard
Raleigh, NC
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Work: (919) 851-2640
Ribbons
SECRETARY-TREASURER
BOARD OF GOVERNORS
ACAT ACCREDITED
NSA GO GETTER
LEADERSHIP GRADUATE
25-YEAR MEMBER

Curtis Lee Jr., ATA, ATP


Bio

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 Secretary/Treasurer, a position held since 2015.  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

Credentials

  • 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

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)
2011

Graduate of Leadership Development
National Society of Accountants (NSA)
2014

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

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

President
North Carolina Society of Accountants (NCSA)
1992, 1993

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

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

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

State Director of the Year
National Society of Accountants (NSA)
2015

Tax Instructor
North Carolina State University (NCSU)
2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 20

Tournament Chairman
Meredith College Gof Classic
2002, 2003, 2004

Treasurer
North Carolina Society of Accountants (NCSA)
1988, 1990

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

Job History

C B Lee & Company
Principal
Raleigh, NC
September 1981 - present

J R Taylor Companies
Corporate Controller
Mobile, AL
September 1977 - August 1981

Chas T Jones & Company
Staff Accountant
Raleigh, NC
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
  • Financial Projections
  • Financial Services
  • Financial Statements
  • General Accounting
  • Individual Tax Planning
  • Individual Tax Preparation
  • IRS Representation
  • 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