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Steven Lee

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Education

St. Leo University

  • Bachelor of Science; 1998

In Accounting Since 1998

With Purvis Gray Since 1998

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 Partner

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Member of Exempt Organization Team

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Member of Technical Tax Team

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Member of Accounting & Tax Services   Practice Management Team

Steven T. Lee, CPA, is the Chair of the Accounting and Tax Department at Purvis, Gray and Company, LLP. Steven works out of the Ocala, Gainesville, and Tampa offices and has over 24 years of accounting experience.

Steven’s experience includes providing tax preparation and advisory services, pass-through entity planning, formation, and development, and corporate mergers and acquisitions to a wide variety of clients, including individuals, small-, medium-, and large-sized for-profit businesses, not-for-profit organizations, trusts, and estates.  Steven has provided auditing services to a wide variety of clients, including local governments, health care organizations, public utilities, not-for-profit organizations, and for-profit businesses.

Steven earned his bachelor degree from Saint Leo University. He is licensed as a Certified Public Accountant in the State of Florida. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).

Steven speaks to numerous groups on a variety of tax and accounting topics, including teaching continuing professional education courses.

Steven was born in Ocala, Florida and has previously served as Secretary of the Kiwanis Club of Ocala, Inc. for ten years.  Steven is currently a Trustee for the Ocala Camp Kiwanis Foundation, Inc. Other community involvement includes being a current Board member of the Ocala Marion County Community Foundation, Inc., United Way of Marion County, Inc., Truist Advisory Board, BBVA Compass Advisory Board, Ocala Gator Tip Off Club, Inc., and Ocala Quarterback Club.  While away from the office, Steven spends time with his family through traveling and exploring our nation’s history.

Professional  Credentials

  • Certified Public Accountant; 2001

  • American Institute of Certified Public Accountants

  • Florida Institute of Certified Public Accountants

Services