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Accounting Firm

Lee CPA Audit Group

Specialist CPA firm that audits 401(k) and other employee benefit plans

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About Lee CPA Audit Group

Lee CPA Audit Group is a US accounting firm that only audits retirement plans. Its founder, James Lee, spent twelve years in public accountancy, including at KPMG, before starting the firm. He holds a degree in business economics and accounting from the University of California at Santa Barbara.

Services

401(k) plan audits: the firm's core work.
Other benefit plan audits: also covers 403(b) plans, ESOPs, pension plans and health and welfare plans.
Mostly off-site audits: most fieldwork happens at the firm's own office, and clients meet only the audit partner.
Fixed-fee quotes: set after assessing the job, with expenses included.

Who it serves

Sponsors of employee benefit plans that want an auditor with no separate tax season.

Key facts

Founder: James Lee
Focus: Benefit plan audits only
Availability: Year-round, since there is no tax-season workload
Document exchange: Cloud-based platform

Profile written by TrustList from the business's own published information, Oct 2026.

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