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ABOUT

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Hello, I'm Andrew Lee founder and CEO of Tax Wise USA. It's an honor to serve you and your family as we navigate the complexities of tax strategy together. I am incredibly fortunate to be supported by a wonderful family. Their encouragement and love inspire everything I do.

For over 30 years, I've had the privilege of working alongside business owners, investors, and individuals just like you — helping them keep more of their hard-earned money in their pockets, rather than giving it away to the government. My passion is guiding my clients to fully understand and leverage the often-overlooked tax codes that the IRS provides, but many Americans don't know how to utilize.

At Tax Wise USA, we're more than just a team; we're a family. We are united by shared values, goals, and a collective vision of success. Our approach is collaborative, and we are fully committed to delivering exceptional results for every client we serve.

While saving money on taxes is a key component of what we do, it's only the beginning. The real power comes when we show you how to take those tax savings and unlock even greater financial benefits. Together, we’ll discover new opportunities to grow your wealth and protect your financial future.

We’re here to help you achieve what’s possible — and we look forward to working with you to make it happen.

A Personal Message from Our Founder & CEO

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Great Service Starts With a Great Team!

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Andrew Lee

Founder, CEO Network Director

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Chris Puffer

Kyle Hackney business headshot

Kyle Hackney, MBA

Allen Porter business headshot

Allen Porter

Candace Kearney Headshot
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Brent Robinson business headshot

Candace Kearney

Toby Atencio 

Brent Robinson
 

Chris Blair business headshot

Chris Blair, CFP®

Nate Boyle business headshot

Nathan Boyle, MS, CFP®, MRFC®

Tom DeJong business headshot

Tom DeJong

Cindy Helman business headshot

Cindy Helman, RFC, CFS®

Jesse Studyvin business headshot

Jesse Studyvin, ChFC®

Brenna Warren business headshot

Brenna Massaro, CFP®, CDS®

Duane Porter business headshot

Duane Porter

Mike Sorensen business headshot

Mike Sorensen

Melissa Jaworski business headhot

Melissa Jaworski

Our Team
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