Robert Lee & Associates, LLP
Liz Martinez is an Experienced Tax Associate at Robert Lee & Associates, LLP, where responsibilities include preparing various tax returns and creating training guides for new hires. Prior to this role, Liz served as a Financial Servicing Analyst at Accion Opportunity Fund, implementing an E-sign tool to enhance operational efficiency and leading a team for CRM integration. Earlier experience includes managing the bar operations at Plaza Suites, where processes were developed for new dining services, and serving as a Courtesy Clerk at Nob Hill Foods, providing customer service and translation support. Liz holds a Bachelor of Science in Economics from San Jose State University, earned in 2014.
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Robert Lee & Associates, LLP
You’re different. So are we… We are not your “average” firm. Far from it. We are a firm of entrepreneurs focused on your business. Our partners, managers and staff know that our clients don’t really win unless we are adding value with new ideas, insights and solutions. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We take pride in giving you the personal assistance that comes from years of advanced training, technical experience and financial acumen. Since our founding, RLA has specialized in serving closely-held companies, family businesses, entrepreneurs, and high net-worth individuals and their families. Many of our business clients are in their second and third generation of ownership, and over this period RLA has been their only professional CPA advisor. This is an accomplishment we are very proud of. As certified public accountants and business consultants, we believe that truly understanding the industries in which our clients operate enables us to deliver the most effective solutions to their unique needs. To support this, we have developed concentrations in the construction, manufacturing, and non-profit industries. This platform allows us to deliver cutting-edge solutions and provide the best advice to help our clients succeed.