High Net Worth Individuals
Cara Lee earned her BS degree from San Francisco State University where she studied business with an emphasis in accounting and finance. While working with a CPA during her time in school, Cara developed an interest in tax accounting and went on to intern with PricewaterhouseCoopers. There, Cara began her career in Tax Services in San Francisco and learned with every opportunity.
At PricewaterhouseCoopers, Cara worked with corporate and partnership clients in areas of retail and manufacturing, professional services, and hospitality, as well as high net-worth business entrepreneurs, their families and privately held businesses. After eleven years at PricewaterhouseCoopers, Cara was a Tax Manager in Private Company Services before joining Calegari & Morris in 2013. Cara is a CPA in California.