321 Cheatham Street
P.O. Box 867
San Marcos, TX 78667-0867
Steve Lee, CPA
Steve has been with Rick C. Reed & Company, PLLC since 1980, and a partner since 1986 in the San Marcos office. Steve is the partner in charge of audit engagements. He also works with individuals and businesses on tax planning and compliance. Steve is a graduate of Texas State University (Southwest Texas State). He is a member of the AICPA and the TSCPA.
David joined the firm in August, 2003 and became a partner in July 2015. He has been in public accounting since 1991, primarily focusing on tax planning and compliance for closely held businesses, individuals, estates and trusts, and non-profit organizations. David also handles audits for non-profits, retirement plans, and special governmental districts. He is a graduate of Indiana University – East and a member of the AICPA, TSCPA, and is a member of the TSCPA’s Practice Issues Committee.
Pat became a member of the staff in 1989, handling client write-up, payroll, payroll tax compliance, and audit assistance. In addition, she also assists with individual tax preparation.
Jackie handles the office’s client billing and clerical assistance with tax returns during tax season.
Norma joined the firm in 2018, and has been in public accounting since 2008. Her work experience includes the preparation of individual, and business returns, as well as the preparation of not-for-profit organizations, and estate and trust returns. She is currently working on obtaining her CPA license, and hopes to achieve this goal in 2019. Norma is a graduate of Texas A&M International University where she holds a Bachelor of Business Administration in Accounting (2008) and a Master of Professional Accountancy (2011).