Licensed Tax Preparer
Patrick Lee started his voyage with Investment Resources in early 2018 with a smile on his face and a plan in his mind: to better the lives of his clients. He takes the time to studiously interpret the intricacies of the tax code and is on the path to become an Enrolled Agent (EA). Currently, as a Licensed Tax Preparer, Patrick is primed and ready to provide both tax planning and preparation services to help make the otherwise daunting time of tax season a breeze.
A native to Oregon, Patrick was born and raised in the Rogue Valley which shows in his eagerness to share a feeling of home-grown hospitality. The pride and joy of Patrick’s life is his astonishingly quick-witted son, Alexander, whom he endeavors to provide a life of love, learning, and joy.
Always a Philomath; outside of work, you are likely to find Patrick exploring new topics of interest, debating some form of philosophical topic of life and psychology, or engrossed in a strategic competition while navigating a sea of possibilities.