About Us

Reliant Tax Consulting, Inc. specializes in the Research and Development tax credit, Work Opportunity Tax Credit, and other tax credit & incentive programs. We do not provide any accounting or income tax return preparation services.  We do not replace the client's CPA.  Rather, we work with the clients' CPA.

 

We are comprised of seasoned tax credit and incentive specialists with former employment in the Big Four accounting firms. We have generated over hundreds of millions of dollars in tax credits and refunds for our clients since 2002.

Firm Executives

 

Charles Lee 

President

 

Prior to Reliant, Charles was a senior manager at two of the "Big Four" international accounting firms. After 10 years working in these firms, he founded Reliant Tax Consulting, Inc. He has been specializing in tax credits and incentives since 1996. Charles has over 31 years of combined experience in the field of taxation and is a graduate of UCLA. Charles has serviced over 2,000 clients which includes startup companies, high technology, biotech-based industries, banking and finance businesses. 

 

 

Charlie Changhoon Lee

Vice President 

 

Prior to joining Reliant, Charlie worked as an executive at a well-known logistics company as well as at an international publicly traded company. He is very knowledgeable in the manufacturing, wholesale & retail industries, medical, dental, pharmaceutical and health services sectors, construction, hospitality, and other personal service industries with over 30 years of experience.

 

 

Kathy Ray

Tax Director

 

Kathy advises clients on tax matters related to federal and state hiring tax credits and other tax incentives. She has over 30 years of industry experience and is a graduate of California State University at Northridge (CSUN).

 

 

Paul Ma

Tax Director

 

After graduating from Purdue University with an engineering degree, Paul pursued another degree in accounting from UCLA. He has extensive knowledge in the field of taxation including the research tax credit. Paul has over 13 years of experience in tax credits and incentives and specializes in amending tax returns.

 

 

John Ro

Senior Tax Manager

 

Prior to joining Reliant Tax Consulting, John worked for the QSR industry for 10 years. John has over 15 years of experience in the tax credit and incentive programs.

 

 

We don’t replace your CPA.  Rather, we work with your CPA.

While our team includes CPAs, we are not a public accounting firm, and our services do not create conflicted loyalties.

Want to find out more about our company? Read what our clients have to say.

We look forward to working with you.

 

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