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2021 Tax Credits Oakland Taxpayers Can Bank On
Believe me, I’ve seen some of the craziest tax claims in my office over the years, but claiming ca...
Tax Identity Theft Protection Tips for Oakland Taxpayers
Change is sneaky… and (often) sudden, catching the best of us off guard and forcing us to scramble...
Factors Affecting Oakland Taxpayers’ 2021 Tax Refund
The world seems to be hanging on a razor’s edge. There’s a lot of fear going around with Rus...
Credit Cards: A Money Management for Oakland Teens Tool
Well, before I jump into money management for teens, let’s focus on the fact that a month has gone...
How to Reduce Taxes in Retirement: Jong Lee’s Pro Advice
Before I get into today’s discussion on how to reduce taxes in retirement, let’s talk about the ...
Retirement Contribution Tax Deductions for Oakland Filers
So, I’m not one for constant gloom-and-doom talk, but I do believe in giving it to you straight. A...
Pros and Cons of Long-Term Care Insurance: The Lee Accountancy Group’s Guide
Before I get into discussing the pros and cons of long-term care insurance, let’s talk about the w...
Jong Lee’s List of 2021 Tax Documents Needed for Filing
Ding ding ding! Open season on 2021 tax filing has officially begun, and we’re already rolling up ...
Jong Lee’s Tips on Getting Help with Medical Debt
Before I get into my tips for getting help with medical debt, let me start out by saying… we’re ...
The Lee Accountancy Group on the New $600 Reporting Requirement for Digital Payment Apps
To be fair, the new $600 reporting requirement for digital payment apps isn’t a Venmo thing &#...
Oakland Taxpayers, How to Get 2021 Tax Filing Documents in Order
Before I jump into discussing tax filing documents, I hope it’s okay that I spare you all of t...
The Lee Accountancy Group on Last-Minute Tax Moves for 2021
I remember reaching the end of 2020 … it seemed as if all of us were breathing a huge collecti...