Meet the Team

Sofia Lee

Sofia Lee

Accountant

Sofia has been an integral part of Wastvedt & Company for the past three years performing client accounting and internal operations. Sofia holds a degree in accounting and is known for her ascent in accounting knowledge as well as her personable and professional nature.

Beneath this peaceful exterior lies a focused and driven professional dedicated to providing exceptional personal assistance to clients and supporting the entire Wastvedt & Company team. Her multilingual and multicultural background enables her to seamlessly transition between traditional accounting operations, client support, and management assistance.

Sofia's strong appetite for learning is reflected in her diverse passions, which include reading, exploring cuisines from different cultures, and volunteering. Her commitment to continuous improvement and her versatile skill set make her an invaluable asset to our firm.

Practice Emphasis

  • Preparing financial statements like balance sheets and income statements

  • Calculating taxes, ensuring regulatory compliance, filing tax returns, and providing tax planning advice

  • Performing risk analysis evaluations. 

  • Recording expenses and preparing financial reports. 

  • Working with external auditors. 

  • Ensuring the accuracy of bookkeeping and that the bookkeeping is compliant with state and federal laws.

  • Recording disbursements and payments. 

  • Examining financial documents and financial transactions to ensure compliance and rectify any discrepancies.

  • Preparing tax returns.

Education

  • San Diego State University, B.S in Accounting

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