KROST Admits So Sum Lee to Principal

So Sum Lee

So Sum Lee

Pasadena, Calif.-based KROST CPAs and Consultants (FY17 net revenue of $33 million) has admitted So Sum Lee as a principal, joining seven others on the leadership team.

So Sum, an industry veteran who has 20 years of experience in tax and accounting, specializes in matters relating to real estate, restaurants, technology, entertainment and wholesale.

Her primary responsibilities include supporting high-net-worth individuals and businesses, providing services in the area of tax planning and compliance; estate, probate and trust tax matters; tax consulting; and more. She leads the firm’s real estate industry group.

Additionally, So Sum serves as an associate council member of the Washington D.C. Real Estate Roundtable group, a nonprofit organization focused on policy areas governing tax, capital and credit, environment and energy, and homeland security.

So Sum was born and raised in Hong Kong and is fluent in both Cantonese and Mandarin.

“As tax practice leader, I have counted on So Sum as my right hand for years. She has contributed to the growth and expansion of this practice through her in-depth knowledge and experience in complicated and unique tax matters. For the past several years, So Sum has successfully managed to split her time living between China and the U.S., all while taking excellent care of our clients, and providing us with a worldly perspective from across the globe,” says Lou Guerrero, KROST Principal.