Welcome to The Lee Accountancy Group!
Dr. Jong Lee | CPA, EA, DBA, CFF
Dr. Jong Lee is the company’s founder and president. It was his vision to build an accounting firm that served all of the financial needs of the client: individuals, nonprofits, and small-medium sized businesses. That vision became a reality in 1977 when, after several years of experience working in local accounting firms, Jong introduced the J.H. Lee Accountancy Corporation which later became The Lee Accountancy Group. Jong’s vision of acting as an advisor more than an accountant is shown through his efforts to help clients with their entire financial life cycle.
Jong is a CPA, EA, DBA, CFF with an MBA in Taxation from Golden Gate University and a DBA (Doctorate of Business Administration) in Management from Argosy University. His strong belief in education shows with his ongoing teaching of college level courses. In addition, he is an experienced business coach and seminar leader, excelling in cross-cultural business training and teaching certified programs such as Wayne State University’s “Starting a Profitable Small Business” and “Running a Profitable Small Business.”
Jong firmly believes that small businesses have an obligation to be involved in their communities. He has shown this through his role as Commissioner for the California State Office of Economic Opportunity, the San Francisco Asian Art Museum, and Economic Development Commission for the City of Oakland. For Jong’s philanthropic efforts to the Oakland community, Former Mayor Jerry Brown proclaimed March 5, 2004 as Dr. Jong Lee Day.Email Jong
Some CPA, EA, DBA, CFF firms focus on accounting, others focus solely on taxes. At The Lee Accountancy Group we focus on your entire financial well-being. Not only do we prepare accurate financial statements, but we also apply planning tools, trend and cost analysis, tax planning and business coaching to help your business thrive.
We have more than 25 years of experience helping small and medium-sized businesses, as well as individuals achieve their financial goals. We truly believe in the small business as a part of what is best about America—the ability to work hard and grow a business on your own. We know how to serve the small business format because we are a small business ourselves.
We take pride and satisfaction in helping our clients grow their business. Our succession planning means you can securely pass on your company to future generations in the most fiscally responsible way. Our highly trained tax professionals apply their expert knowledge of the intricacies of an ever-changing tax code to minimize your tax burden. We cater to our clients with a broad range of financial tools and services.
Because of our big picture perspective and wealth of experience, many of our clients have been with us for decades. We’ve helped them every step of the way, and we highly value these relationships. Our clients know that we find ways to increase the money they make, to spend less and keep more.
Our high standards, responsive service, and specialized staff spell the difference between our firm and the rest. With our assistance, you can achieve financial independence and peace of mind.
What We Do
Tax Problem Resolution
Tell Me More
I hope you’ll forgive me for being blunt.
I am Dr. Jong Lee, I’m a CPA, EA, DBA, CFF and realize that you may not be used to seeing a tax professional talk like this. It’s not my intention to offend (I’m actually being very careful with my words–I am a tax professional, after all).
But I think you’ll agree that the times we’re currently facing require a little straight talk.
Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!
As a tax professional, it truly breaks my heart, knowing that just a few thousand, or even a few hundred bucks for us “regular guys” out of that vast pool of overcharging could make a world of difference–and they are just sitting there, unclaimed! And with the economy we’re facing now…it’s essential that the “right” professional handles your taxes and other financial matters.
You see, all tax professionals are not the same. From the “discount” chains (notice the quotes) to classic accounting firms, most fly through tax season in a disorganized mess–bleary-eyed and hopped-up on caffeine. It’s no wonder that they treat you like a number and lapse into excuses and tax-talk. (I told you that I would be blunt.)
I’ve put more of my thoughts on these matters in free reports:
CLICK HERE to Access Our Newest Free Reports…
Click the button on this page to request either of these free reports from us, and we’ll rush your copy to you immediately.
Feel free to poke around our site and discover why I’ve been called “The Most Trusted Tax Professional in the Oakland, CA Area.”
Talk again soon,
Dr. Jong Lee, CPA, EA, DBA, CFF
PS–When you grab either of these free reports, we’ll also add you to our weekly email series on “Real World” Strategy (for individuals). Our readers enthusiastically forward these to their friends and peers all the time, and they’re not your standard “tax tips”.
PPS–Already ready to come in? I don’t blame you…many folks are fed up with the other options out there. Our schedule is very full…but if you call us at (510) 836-7400 or Email Us, we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!