PARTNER
Lee M. Osborne, CPA

Professional History

Lee M. Osborne, CPA joined the firm of Peterson Slater & Butvidas in 1995 and became President of the company known today as Peterson Slater & Osborne in 1998. Lee has been in accounting since 1984.

During his 25-plus years in public accounting, Lee has done extensive work in many areas, including agriculture, retail sales, service industry, and manufacturing. He works hard to simplify a complex tax strategy in order to give the client a better understanding and comfort level while focusing on increasing their business and personal wealth.

Dedicated to responsible citizenship, Lee has recently retired from the La Quinta City Council and is active in numerous area non-profits.

GETTING TO KNOW LEE OSBORNE
Q & A WITH LEE M. OSBORNE

Education

Bachelor of Science in Accounting, San Diego State University
Continuing Education as required by State Board of Accountancy

Community Involvement

American Institute of Certified Public Accountants
California Society of Certified Public Accountants
Retired Council member, City of La Quinta
Retired Member, La Quinta Investment Advisory Board
Treasurer for Coachella Valley Enterprise Zone Authority
Board Member of Coachella Valley Education Foundation
Board Member of Community Housing Council
Past President of La Quinta Rotary Club

Specialties

Individual Income Tax
Agriculture
Construction
Corporate Income Tax
Estate Taxes
Enterprise Zone Tax Credits
Business Development
Life Insurance Agent


Lee with his youngest daughter, Shelby.

 
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