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?