Strategic Tax Engineering for the Modern Legacy

Tax preparation should be the outcome of a year-long strategy, not a last-minute search for receipts. LE CPA works with a select group of individuals, business owners and family offices to plan each year deliberately, so the return simply records decisions already made.

I. Who we serve

  • Business owners building toward a sale, a succession or financial independence

  • Individuals with significant investment, stock options, real estate or international holdings

  • Family offices that need a CPA who sees the whole structure, not one return at a time

II. Founder

Cuong "Charlie" Le founded LE CPA to give high-net-worth clients the proactive, personal attention that large firms usually reserve for their biggest accounts. Cuong is a licensed Florida CPA, serves on the Federal Taxation Committee of the Florida Institute of CPAs (FICPA), and is a member of the American Institute of CPAs (AICPA). He holds a BBA in Accounting from Florida Atlantic University.

III. Our approach

  • Structural Sovereignty - We look at how your personal holdings, operating companies, trusts and real estate fit together, then design structures that are efficient today and well documented for the future.

  • Proactive Intelligence - We follow IRS guidance and new legislation. You hear from us about what a change means for you before it affects you.

  • The Bespoke Standard - Expect quarterly planning conversations, prompt answers, and a secure client portal for every document.

IV: How we work together

  1. Discovery. We learn your goals, holdings and timeline.

  2. Written plan. You receive a clear tax plan with the decisions and the numbers behind them.

  3. Quarterly check-ins. We update projections and estimates as your year unfolds.

  4. Preparation and representation. We prepare and file your returns and represent you if a taxing authority has questions.

V. Start a conversation

If you are a business owner, individual, or family office looking for year-round planning, we would be glad to talk. Schedule a 30-minute introductory call.