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Your Oakland Tax Friend’s Thoughts on Navigating a Banking Crisis
Crisis is a word that gets used a lot these days. Especially in headlines. It’s loaded with ...
Bank Failure Lessons Oakland People Should Learn
Urgency is a tyrant. Especially when things go awry related to your money. You’re motivated ...
The Lee Accountancy Group’s Guide for How Long to Keep Tax Documents
Things are pretty interesting over at Twitter right now. The removal of blue ticks from t...
Easy Ways to Manage Money, Oakland Strugglers
Did you travel for spring break? I know it’s come and gone for most Oakland families and co...
Do All Oakland People Pay Taxes on Social Security Benefits?
We’re in the last leg of the regular tax season here. My office has been working overtime (often l...
Need Extra Time to File Your Taxes?
Spring has truly sprung in Oakland, and also did you know that we’re two weeks away from the tax d...
Understanding the Gift Tax and Estate Tax
Reading emails sent by the IRS isn’t exactly keep-you-up-at-night fare. But there’s something ab...
Crowdfunding Campaigns: Lee’s Tax Thoughts
Spring is officially here — hello daylight past 7 pm and enjoying the sun a little bit after work,...
Considerations for Choosing a Oakland Tax Advocate
There has been a lot of market noise about Silicon Valley Bank (SVB). When a huge bank (#16 in the c...
Audit-Ready Basics for Oakland Filers
About 43 days left in “tax season.” That’s right. Only 43(ish) days to fill out those tax form...
Protecting Oakland People from IRS Scams
Here we are … already February is in the rearview. And while this is certainly a less he...
Should Oakland Filers Use DIY Tax Filing Software?
Let’s dial in right away to an important question: Are you ready to knock out your 2022 tax filing...