Jong Lee’s Key To Raising Rich Kids

In a few weeks, I intend to post here a look at the tax policies being proposed by each presidential candidate. Much of it is “campaign bluster”, but some of it does show how each of them might affect your wallet, and mine. In the meantime, there’s a lot of argument and news these days about them releasing their personal … Read More

Jong LeeJong Lee’s Key To Raising Rich Kids

Jong Lee’s Six Steps For Dealing With Errors On Your Credit Card Statements

I write these notes on Mondays, and as of today, we don’t yet know what kind of drama (if any) will occur during the presidential debate set for tonight. But regardless of all the political posturing, we’re all facing so much emotion these days. From the Terence Crutcher shooting, to the unrest in Charlotte, and all over the American map, … Read More

Jong LeeJong Lee’s Six Steps For Dealing With Errors On Your Credit Card Statements

Seven Free Tips For Identity Theft Protection For Oakland Individuals & Families

With the recent bombings in New York and New Jersey, the nation seems (once again) to be on edge, and the news channels are (once again) analyzing non-stop the ramifications of it all, what should have been done, what could be done, etc. Fear can run rampant within us if we don’t guard our mind. I’ll leave the analysis to … Read More

Jong LeeSeven Free Tips For Identity Theft Protection For Oakland Individuals & Families

An Overview Of Student Tax Credits, Benefits & Deductions By Jong Lee

There are people on social media who are already posting hopeful pictures about “Harvest Time” and “Fall 2016”, and I think it might be because this summer has been a really hard one for the nation, and our world. We’ve had terrorist attacks, Zika, terrible flooding in multiple states, political turmoil, a very surreal Olympics (though seasoned with wonderful stories). … Read More

Jong LeeAn Overview Of Student Tax Credits, Benefits & Deductions By Jong Lee

Jong Lee’s Financial Goals By Age

Despite what they’re saying about the low TV ratings for these Olympics, almost everyone I know is talking about them. Michael Phelps, Simone Biles, Simone Manuel, Usain Bolt … the great stories are flying at us so fast that it’s almost hard to keep track. I’m so grateful for the streaming options this year so we don’t have to miss … Read More

Jong LeeJong Lee’s Financial Goals By Age

Children, Finances And Oakland’s Consumerism Culture

I’ve recently witnessed some child tantrums in the checkout line. You know how it goes … many people looking away, some looking on with scowls of judgment and a few kind souls giving smiles and words of encouragement. Parenting is no walk in the park. Many parents face a unique tension when it comes to loving and providing for their … Read More

Jong LeeChildren, Finances And Oakland’s Consumerism Culture

Common Sense Online Security for Oakland Families

I love technology, I truly do. I’m not always perfect at using it as well as I could in my Oakland tax preparer business, but we do make it a point around here to stay as up-to-date as possible with the technology of what we do (in tax preparation, accounting, etc.), as well as the numerous other apps, tools and … Read More

Jong LeeCommon Sense Online Security for Oakland Families

Estate & Tax Planning For Oakland CA Families

We’re in the middle of the always-somewhat-odd political convention season, in which true believers fire each other up, and most everyone else issues a collective yawn (and more strongly filters their Facebook feed). I don’t mean to say that I don’t care about politics, or the direction of our country (to the contrary — it is a VERY big part … Read More

Jong LeeEstate & Tax Planning For Oakland CA Families

Lee’s 5 Steps To Affect Your Credit Score

Look, I don’t know what a Pokemon is, but with the kind of summer that our nation and world has been having, I suppose I can understand the appeal of plugging into an alternate reality and hunting weird, imaginary creatures. With Baton Rouge (once again) in the headlines, and Nice, France revealing a new form of terror (on top of … Read More

Jong LeeLee’s 5 Steps To Affect Your Credit Score

Let’s Start a Conversation…

Jong Lee here, your tax professional. I know that we haven’t posted much before, but starting this week I’m hoping that you and I can have a conversation. You see, there hasn’t been an environment like the one we’re now facing in this economy and in our nation for quite a while. The fact is-I know you’ve got questions…about personal … Read More

Jong LeeLet’s Start a Conversation…