The Top 12 2017 IRS Scams by Jong Lee

2017 IRS Scams

Every year around this time of year, the Treasury Department releases their list of the various shenanigans that criminals and the like try to pull around taxes. Obviously, this activity peaks around now, and so it’s a very good idea to be on your guard. Last week, the IRS completed their 2017 IRS Scams list, and though it isn’t substantively … Read More

Jong LeeThe Top 12 2017 IRS Scams by Jong Lee

Start The Estate Planning Process During Tax Season by Jong Lee

estate planning process

We are rocking and rolling through tax season these days at Ye Olde Lee Tax Shoppe. But I woke up Monday to the news that the federal government took in a record $1.08 trillion in taxes during the first quarter of their fiscal 2017 (which ran from Oct ’16 – Jan ’17). That’s a lot of nickels. And it reminded … Read More

Jong LeeStart The Estate Planning Process During Tax Season by Jong Lee

An Oakland Tax Professional’s Valentine’s Day Plan

Valentine's Day plan

Whatever you might think about the New England Patriots, it’s nearly impossible not to respect their prowess on the football field. And there are plenty of storylines we can all take away from that epic game: * Apparently it’s a good year to be a man with a foreign-model wife, with a sketchy history with the rules and who is … Read More

Jong LeeAn Oakland Tax Professional’s Valentine’s Day Plan

What To Look For In a Oakland Tax Professional

Tax Professional

The world is awash in shouting these days. Can you feel it? It’s tax season, and so I’m not spending much time in Facebook, but I know for a fact that there is a lot of anger, frustration and noise about politics. So much so that it seems everywhere you turn these days somebody is agitating over something. Can I … Read More

Jong LeeWhat To Look For In a Oakland Tax Professional

Common Tax Return Errors To Avoid For Oakland Self-Preparers

Tax Return

The Super Bowl teams are set, the new President is inaugurated … why does it feel like things are still going so fast? Perhaps, for me and my team, it’s because we finally are able to submit tax returns to the IRS (they began receiving them on Monday the 23rd). But it’s also just the time of year when there … Read More

Jong LeeCommon Tax Return Errors To Avoid For Oakland Self-Preparers

Jong Lee’s Rule From The Successful

Successful

I have to first get this off my chest, before we get to the orders of business for today. A Oakland friend who was watching football the other day asked me about a commercial he saw from a “popular” tax chain (who shall remain nameless) that is heavily advertising “free” tax preparation. Leaving aside the fact that it is only … Read More

Jong LeeJong Lee’s Rule From The Successful

Jong Lee’s Tax Preparation Checklist

tax preparation

I shared my “resolutions” last week, and it was really nice to see the response, and to know that many of our Oakland clients are equally excited for the opportunity to put new legs to a new year … and to make 2017 (much) better than 2016. I remember seeing a study in the Journal of Personality and Social Psychology … Read More

Jong LeeJong Lee’s Tax Preparation Checklist

Jong Lee’s New Year’s Resolutions

New Year's Resolutions

Well, here we are in 2017. Rather eerie, in my opinion. As the holidays wind down, it means no more extended family (which might be a relief?), no more parties, no more presents. Just … daily life in Oakland. And, in my opinion, this coming week is actually crucial to how the rest of your year goes. Why? Because intentions … Read More

Jong LeeJong Lee’s New Year’s Resolutions

4 Last Minute Tax Savings Ideas For Oakland Taxpayers

tax savings

I woke up Monday morning, after the wonderful holiday weekend … and I had a realization: “After today, there are only FIVE days left in 2016.” Perhaps not a genius realization — fine. BUT, if you’re smart about how you handle these days, you can pay yourself quite well when tax time rolls around. The VERY good news is that … Read More

Jong Lee4 Last Minute Tax Savings Ideas For Oakland Taxpayers

Jong Lee’s Holiday Season Prayer

Holiday Season

I came in to the office this morning, and I noticed that traffic is already a little lighter around town. Many of us are still working, but I have plenty of friends who have already taken time away from work, starting today. Whatever your faith background, it’s hard to ignore the holiday clamor. In my opinion, it’s a crying shame … Read More

Jong LeeJong Lee’s Holiday Season Prayer