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Jong Lee’s List of 2021 Tax Documents Needed for Filing

Jong Lee’s List of 2021 Tax Documents Needed for Filing

by Dr. Jong Lee, CPA | Jan 25, 2022 | Uncategorized

Ding ding ding! Open season on 2021 tax filing has officially begun, and we’re already rolling up our sleeves and getting to work on tax returns for some of our Oakland clients.With all the backlog and changes at the IRS, getting ahead of the tax storm is going to...
Jong Lee’s Tips on Getting Help with Medical Debt

Jong Lee’s Tips on Getting Help with Medical Debt

by Dr. Jong Lee, CPA | Jan 20, 2022 | Uncategorized

Before I get into my tips for getting help with medical debt, let me start out by saying… we’re less than ONE WEEK away from the IRS beginning to receive electronically-filed returns.That means different things to different people in our Oakland client family, but I...
The Lee Accountancy Group on the New $600 Reporting Requirement for Digital Payment Apps

The Lee Accountancy Group on the New $600 Reporting Requirement for Digital Payment Apps

by Dr. Jong Lee, CPA | Jan 11, 2022 | Uncategorized

To be fair, the new $600 reporting requirement for digital payment apps isn’t a Venmo thing … it’s an IRS thing.(Personally, I’m still amazed by how people share their transactions so publicly on these kinds of platforms. But that’s a...
Oakland Taxpayers, How to Get 2021 Tax Filing Documents in Order

Oakland Taxpayers, How to Get 2021 Tax Filing Documents in Order

by Dr. Jong Lee, CPA | Jan 5, 2022 | Uncategorized

Before I jump into discussing tax filing documents, I hope it’s okay that I spare you all of the “new year, new you” stuff.If you’re anything like me, you’re being inundated with rehashed well-wishes and generic, happy-clappy “time to set...

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