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Stephen Lee, CPA, CPWA®

Stephen Lee, CPA, CPWA®
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EducationPodcastsEN-USunited-statesSeveral times per week
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Hi, I’m Stephen Lee — Certified Public Accountant (CPA) and Certified Private Wealth Advisor® (CPWA®). On this channel, I share proven strategies to help high earners, business owners, and professionals keep more of what they make, minimize taxes, and build lasting wealth. Whether you’re optimizing your S-Corp, investing smarter, or managing 1099 income, this channel gives you the tools to make confident money moves — backed by real client experience. Subscribe for smart, actionable advice. The information provided on this channel is for general information and entertainment purposes only.
Top 70.6% by pitch volume (Rank #35314 of 50,000)Data updated Feb 10, 2026

Key Facts

Publishes
Several times per week
Episodes
63
Founded
N/A
Category
Education
Number of listeners
Private
Hidden on public pages

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Public snapshot
Audience: N/A
Canonical: https://podpitch.com/podcasts/stephen-lee-cpa-cpwa
Cadence: Active monthly
Reply rate: Under 2%

Latest Episodes

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Ultimate 2026 Tax Prep Checklist | Don't Forget These Forms

Sun Jan 25 2026

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As a CPA, I've seen that the biggest income tax filing problems often stem from missing information, not math errors. This video, presented by CPA Stephen Lee, provides a definitive 2026 tax preparation checklist to help you avoid common pitfalls. Learn about crucial tax deadlines, organizing your tax forms and documents, and essential tax tips to ensure a smooth tax season. 00:00 Introduction to Tax Filing Issues 00:29 Important Tax Deadlines 01:06 Do You Need to File? 01:27 Personal Information Checklist 01:59 Gathering Income Documents 02:38 Credits and Deductions 03:13 Key Tax Numbers for 2025 03:53 Organize Before You File 04:11 Choosing How to File 04:35 Withholding and Estimated Taxes 04:52 Final Steps: File, Pay, Track, and Keep Records 05:13 Conclusion and Future Tips The information provided on this channel is for general information and entertainment purposes only. It is not intended to serve as legal, financial, or tax advice. You should not act or refrain from acting on the basis of any content included on this channel without seeking appropriate legal, tax, or other professional advice specific to your individual circumstances. The use or reliance on any information contained on this channel is solely at your own risk. Subscribe for more tips and strategies tailored for business owners and high earning professionals.

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As a CPA, I've seen that the biggest income tax filing problems often stem from missing information, not math errors. This video, presented by CPA Stephen Lee, provides a definitive 2026 tax preparation checklist to help you avoid common pitfalls. Learn about crucial tax deadlines, organizing your tax forms and documents, and essential tax tips to ensure a smooth tax season. 00:00 Introduction to Tax Filing Issues 00:29 Important Tax Deadlines 01:06 Do You Need to File? 01:27 Personal Information Checklist 01:59 Gathering Income Documents 02:38 Credits and Deductions 03:13 Key Tax Numbers for 2025 03:53 Organize Before You File 04:11 Choosing How to File 04:35 Withholding and Estimated Taxes 04:52 Final Steps: File, Pay, Track, and Keep Records 05:13 Conclusion and Future Tips The information provided on this channel is for general information and entertainment purposes only. It is not intended to serve as legal, financial, or tax advice. You should not act or refrain from acting on the basis of any content included on this channel without seeking appropriate legal, tax, or other professional advice specific to your individual circumstances. The use or reliance on any information contained on this channel is solely at your own risk. Subscribe for more tips and strategies tailored for business owners and high earning professionals.

Key Metrics

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Pitches sent
9
From PodPitch users
Rank
#35314
Top 70.6% by pitch volume (Rank #35314 of 50,000)
Average rating
N/A
Ratings count may be unavailable
Reviews
N/A
Written reviews (when available)
Publish cadence
Several times per week
Active monthly
Episode count
63
Data updated
Feb 10, 2026
Social followers
11.8K

Public Snapshot

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EducationPodcasts
Country
United States
Language
EN-US
Language (ISO)
Release cadence
Several times per week
Latest episode date
Sun Jan 25 2026

Audience & Outreach (Public)

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Audience range
Private
Hidden on public pages
Reply rate band
Under 2%
Public band
Response time band
Private
Hidden on public pages
Replies received
Private
Hidden on public pages

Public ranges are rounded for privacy. Unlock the full report for exact values.

Presence & Signals

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Social followers
11.8K
Contact available
Yes
Masked on public pages
Sponsors detected
No
Guest format
No

Social links

No public profiles listed.

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Monthly listeners49,360
Reply rate18.2%
Avg response4.1 days
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Frequently Asked Questions About Stephen Lee, CPA, CPWA®

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What is Stephen Lee, CPA, CPWA® about?

Hi, I’m Stephen Lee — Certified Public Accountant (CPA) and Certified Private Wealth Advisor® (CPWA®). On this channel, I share proven strategies to help high earners, business owners, and professionals keep more of what they make, minimize taxes, and build lasting wealth. Whether you’re optimizing your S-Corp, investing smarter, or managing 1099 income, this channel gives you the tools to make confident money moves — backed by real client experience. Subscribe for smart, actionable advice. The information provided on this channel is for general information and entertainment purposes only.

How often does Stephen Lee, CPA, CPWA® publish new episodes?

Several times per week

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