Heather Lee

Tax Manager
I value building personal relationships with our developing professionals and clients. I also strive to improve processes and enhance efficiency in challenging client work.

Heather Lee

Tax Manager

Heather Lee, with ten years of experience in public accounting, has been with Weinstein Spira since 2014. Before pursuing her career in accounting, Heather spent fifteen years in the paper industry, fostering a foundation of hard work and international experience. She has a practice emphasis in partnerships, corporations, and personal taxation. Heather provides her clients with the knowledge and tools to implement strategies tailored to their professional and personal objectives, from wealth management to business building to retirement planning.

Heather received her Bachelor of Business Administration in Accounting from Lamar University. Her commitment to excellence and love for mentorship fuels her passion for guiding young professionals and fostering client relationships both inside and outside the firm. With a keen attention to detail, and an ability to connect with colleagues and clients alike, Heather provides clear and relevant tax advice with both energy and passion.

Beyond numbers, Heather is thorough, diligent, and reliable, with a touch of wit. Outside of work, she loves to travel alongside her husband, Greg, and her boys Mason, Maddox, and Carson. Heather also loves cooking, entertaining, listening to live music, and attending Astros’ games with her family.

Education

BBA in Accounting from Lamar University

Organizations

American Institute of Certified Public Accountants

Texas Society of CPAs

Fort Bend County Women's Center