The Lee Accountancy Group’s 2017 Tax Preparation Checklist

2017 Tax Preparation Checklist

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

Jong LeeThe Lee Accountancy Group’s 2017 Tax Preparation Checklist

3 More Reasons Why More Oakland Families Don’t Have Estate Plans

Estate Plans

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

Jong Lee3 More Reasons Why More Oakland Families Don’t Have Estate Plans

Estate Planning For Dummies: Two Estate Planning Myths Debunked For Oakland Families

Estate Planning For Dummies

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

Jong LeeEstate Planning For Dummies: Two Estate Planning Myths Debunked For Oakland Families

2018 Tax Refunds Have You Confused? Jong Lee Provides Clarity

Tax Refunds

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

Jong Lee2018 Tax Refunds Have You Confused? Jong Lee Provides Clarity

5 Tips To Think More Clearly About Financial Decisions For Oakland Taxpayers

Financial Decisions

Despite that title, it has, in fact, been a relatively smooth first week of tax filing here at The Lee Accountancy Group. Oakland clients have been streaming through our doors, and we’ve been enjoying our little mini-reunion with so many longtime friends. Now, there’s plenty to say about that Super Bowl, the advertisements (apparently, they’re all Tide ads), the halftime … Read More

Jong Lee5 Tips To Think More Clearly About Financial Decisions For Oakland Taxpayers

Five Common Retirement Strategy Mistakes We’ve Seen in Oakland

Retirement Strategy

The IRS just began receiving tax returns this week, and we are cranking and grooving along, finding all kinds of savings on behalf of our Oakland clients … as well as chomping at the bit to help them on THIS year’s taxes. Truly, the more I take a look at this tax reform bill, the more I see opportunities for … Read More

Jong LeeFive Common Retirement Strategy Mistakes We’ve Seen in Oakland

Are DIY Taxes Truly Free For Oakland TaxPayers?

DIY Taxes

If you watched any football over the weekend, you probably saw this year’s version of the popular tax software maker* touting “free taxes” or some such. Not only was the commercial fairly disturbing (it involves impalement of a person played as a joke), but the underlying message also leaves a little to be desired. *Name of said software maker withheld … Read More

Jong LeeAre DIY Taxes Truly Free For Oakland TaxPayers?

Common Sense Taxpayer Information Security for The Lee Accountancy Group Clients

Information Security

We’re gearing up for tax season around here, already beginning to help certain Oakland clients get their returns ready for filing (yes, this early) when the IRS begins allowing receipt of electronically-filed returns on the 29th of this month. And while we have been doing so, we have heard some things I wanted to tell you about … You see, … Read More

Jong LeeCommon Sense Taxpayer Information Security for The Lee Accountancy Group Clients

Jong Lee’s 2018 Tax Preparation Checklist

tax preparation checklist

Yes, you *thought* 2017 was in the rearview mirror, didn’t you? Well, not for the IRS it isn’t. That’s because, as you probably know, we are now beginning the process of doing what we do best: effectively, legally, and ethically reporting our clients’ financial lives to the government for maximum savings — i.e., tax return preparation. And while the government last week … Read More

Jong LeeJong Lee’s 2018 Tax Preparation Checklist

4 Goals To Jumpstart Your Financial Freedom In Oakland In 2018

financial freedom

It feels VERY good to turn the page on 2017, doesn’t it? There were so many hard things that we faced as a nation that the opportunity to start fresh feels particularly bright this week. Obviously, and as I’ve already written about in some detail, we have a brand new tax regime under which we are NOW operating. The year-end … Read More

Jong Lee4 Goals To Jumpstart Your Financial Freedom In Oakland In 2018