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So Sum Lee

  • Partner, Eisner Advisory Group LLC
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So Sum Lee is a Partner in the firm's Tax Services Group. So Sum has over 25 years of experience in public accounting and a wide range of experience in taxation. She has an extensive background in serving high-net-worth clients in real estate investments, and restaurant businesses.  

Prior to joining the firm, Sum Lee was a Tax Principal at KROST, a full-service certified public accounting and consulting firm serving individual and business clients of various sizes and industries.

Specialties

  • Tax 
  • Real Estate 
  • Hospitality 
  • Estate & Gift, Trust and Probate 
  • COVID-19 - Real Estate

Credentials & Education

  • Certified Public Accountant (CPA)
  • University of California: BA, Business Economics (Minor in Accounting) 

Affiliations

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

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