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The Lee Accountancy Group’s Guide to The Tax Benefits of Marriage (& Drawbacks)
Memorial Day always seems to be the mark of the start of summer: school’s out, Oakland pools open,...
Multilevel Marketing Tips for Oakland First-Timers
Summer break. For Oakland school-age children, those are the two sweetest words in the English langu...
Jong Lee’s Case for Umbrella Insurance
So, this is the time of year when IRS notices start pouring into Oakland mailboxes. And while the IR...
Buy Now Pay Later Pitfalls Oakland Shoppers Should Beware
Although the strain of tax season is behind us, I know we all are feeling the weight of financial st...
When Amending a Tax Return Is Right for Oakland Taxpayers
Here we are in May. The tax deadline is in the rearview … and we’re still here for our Oakland f...
Why Disability Insurance Matters – Jong Lee’s Take
Now that the tax deadline has come (and gone – whew!), it’s time to start thinking about the...
How Oakland Taxpayers Can Wisely Spend A Tax Refund
By the time you read this, the tax deadline will have just passed and our Oakland tax office will be...
How Oakland Retirees Can Stretch That Retirement Fund
You might not feel this as much in your bones as we do here, but the tax deadline is getting ve...
House Hacking Guide for Oakland Homeowners
There’s a lot going on out there right now as the visible signs of spring begin to emerge. While t...
Jong Lee’s Perspective on Tax Filing Extensions
Today’s issue we’re diving into tax filing extensions… and Oakland people do this for all kind...
NFT Tax Implications for Oakland Investors
While many things are dividing the world right now, it’s good to know people can still unite aroun...
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...