Lexie Chen

Lexie is a Senior Tax Manager at Wiss. With over 12 years of public accounting experience, she has built her career by helping clients navigate complex tax matters while serving as a long-term advisor for their businesses, families, and future. She views tax as more than a compliance function. It is an opportunity to understand her clients’ goals, identify tax-saving opportunities, and provide strategic guidance that helps them make informed decisions in an ever-changing tax landscape.

Lexie specializes in serving real estate clients, where she enjoys advising families across multiple generations and gaining a holistic view of their tax and financial picture. She integrates business tax, individual tax, and trust and estate tax planning for partnerships, S corporations, and high-net-worth individuals, helping clients navigate every stage of their financial journey. This comprehensive perspective enables her to identify planning opportunities, deliver strategic advice, and build relationships that extend well beyond tax compliance. She believes the best advisory relationships are built over time, earning clients’ trust through proactive communication, practical advice, and a genuine commitment to their success.

During her nine years at Wiss, Lexie has had the opportunity to learn from exceptional mentors and leaders who have shaped both her technical expertise and her approach to client service. Their guidance inspired her commitment to the firm’s collaborative culture and to investing in the next generation of professionals. Today, she is passionate about mentoring and developing younger team members, creating opportunities for them to learn, grow, and build successful careers, just as others did for her.