The Blog

Well, our primary work for this tax season in Oakland has just about wrapped up. But notice I said “primary”, there … you see, unlike some professional tax services in Oakland, we make it a point to do a bit more than simply “fill out forms” on your behalf. I’ll tell you more about that in a moment. Yes, today … Read More

It’s the final full week of tax season, and our office in Oakland is hopping! But yes, I’m still taking the the time to step away for a moment and write to you, my friend. Lots of business to communicate today, with the deadline of Tuesday, April 17th, right around the corner. And, fret not — if you have all your papers … Read More

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you’re filing late on taxes this year, let’s talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as possible. If you’re still a bit spooked by that deadline, well, it might be … Read More

Well, apparently we have a new (massive) spending bill in place from Congress, and plenty of the usual suspects are up in arms. Us? We’re too busy preparing tax returns right now to dig into the details of the (2,232 page!) bill, but here is a trustworthy rundown, if you care to read about it. There are some minor tax-related things … Read More

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for personal tax returns away from April 15th (the 17th this year), well … I … Read More

Well, the brackets are set — and the nation’s collective basketball madness has begun. Billions fly around every year for this tournament (probably much of it not reported on Form W-2G!), and it’s become a huge part of this season, as you no doubt know. But there is another, often-unnoticed, part of this season that always makes me shiver a little … Read More

Lots of things have been changing recently — from Academy Award ratings (they’re down), to mortgage rates (which have been rising), to the effective tax rates for most businesses and families in 2018 (which, you may have heard, have changed!). But we here at The Lee Accountancy Group haven’t much changed: we’re still cranking along in preparing your 2017 taxes, meeting … Read More

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We’ve been enjoying the opportunity to reconnect with so many longtime friends from Oakland who trust us with their most sensitive financial details — and we don’t take that privilege lightly. And because I don’t take this lightly, I also want to take the opportunity … Read More

I’m not sure there is very much I could say that could add anything to the conversation about what happened last week in Parkland, FL. It seems that every time something like this happens, we grieve for shorter and shorter amounts of time and move on ever-more quickly to the shouting at each other over root causes. But the fact … Read More

We are cranking along with tax return preparation here at The Lee Accountancy Group, and there are some interesting things that you should know about from Tax Land (that wild, scintillating world that it is). Look — it is our J-O-B to handle this junk so you don’t have to, which is why I make it a point to not … Read More