Eric Lee, EA

Eric Lee is a tax accountant licensed as an IRS Enrolled Agent, and the Managing Partner of ProLine Tax Advisors in McKinney, TX working largely with business owners. He really enjoys helping entrepreneurs discover strategies to legally minimize tax burdens and stay out of trouble with the IRS. In 2014, Eric started his own tax advisory practice after working for a number of years as a Senior Tax Associate at medium size CPA firm in Austin, Texas.  

In 2015, Eric became an Investment Advisor Representative and Registered Representative to offer more comprehensive financial solutions and advice to individual clients. As a financial advisor, Eric now works with individuals and families by managing investment portfolios, structuring / transferring retirement plans, and advising on tax and estate planning. His financial services credentials have be issued by the College for Financial Planning, where he has earned the designations as a Chartered Retirement Planning Counselor℠ as well as an Accredited Portfolio Management Advisor℠. He also maintains a life & health license from the Texas Department of Insurance.

Eric and his wife Ann now live McKinney, Texas with their four beautify children. They are very active in the community as members of many sports teams and church functions.

Ready for your FREE consultation?

QUALIFIED

Eric Lee is an Enrolled Agent -- the only designation certified by the IRS and able to represent you for any tax issue, no matter how complicated.

THOROUGH

Finances can be tricky. That's why we never charge extra to take the time to ensure all your questions are answered before we even get started.

PERSONAL

At Proline Tax Advisors, our goal is to ensure the financial health of each and every individual and small business we serve.

QUALIFICATIONS

What's an "EA" and what does it mean?

An Enrolled Agent (EA) is the ONLY federally licensed agent who has specific expertise in the field of taxation. By passing a three-part comprehensive IRS exam covering individual and business tax returns, an EA has earned the authority to represent taxpayers before the Internal Revenue Service. The EA status is the highest credential the IRS awards. In fact, unlike attorneys and CPAs who may not choose to specialize in taxes, all EAs specialize in taxation and are the only taxpayer representatives who receive their credentials from the US Government.

Learn more here.

Choose how you'd like to connect:

**In addition to the traditional phone and in person consultations, Eric offers the convenience and trust of both through video conferencing. There's absolutely no charge for using this convenient and easy method, and there's definitely no confusing software to download.

To request an appointment, simply visit Eric's Livewire profile by clicking below. Click the "Schedule a FREE Consultation" button and you'll be asked to sign up with an email and password (don't worry, this is a trusted site). Select all the times you're available to meet, as well as your preferred meeting type (i.e., look for options like "By Video" or "By Phone").

Contact Info

Connect on Social Media

Click the links below to connect to Proline Tax Advsiors on Facebook or LinkedIn