4D provides independent fee-only tax and financial planning services to individuals, families and small businesses.  To ensure unbiased professional services, 4D does not sell any insurance or investment product, nor does it receive commissions. 
Jenifer Lee started 4D because she believes you are better served
if you are informed. 
Jenifer has a Masters of Business Administration degree and an Advanced Professional Certificate in Taxation from New York University .  She received her CPA designation in 1988 and her CFP® certification in 2002.
Over the past 25 years, Jenifer worked with Coopers & Lybrand (now PricewaterhouseCoopers), Skandia Reinsurance, Centre Reinsurance and Marks, Paneth & Shron LLP.  She started her career specializing in multinational corporation tax and financial issues and gradually changed  her focus to small business, family and individual related tax and financial planning areas.

Jenifer is a member of FPA (Financial Planning Association), AICPA and NYSSCPA.  She gives educational workshops to the general public on tax and financial planning topics.  She has served as board member and officer of various not-for-profit organizations

Get In Touch

At 4D Tax and Financial Planning, LLC., we've been serving the accounting needs of New York, NY and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you a FREE initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

4D Tax and Financial Planning, LLC.

14 Wall Street, 20th Floor,
New York, NY 10005
T: 917.755.0516
F: (201) 535-2350


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