by Dr. Jong Lee, CPA | Oct 28, 2022 | Uncategorized
I think you probably realize that last Monday was the final deadline for 2021 taxes, and we can now (finally) put those returns to bed.Or can we?Frankly, with a number of our new Oakland clients this past year, we reviewed returns prepared via software and/or other...
by Dr. Jong Lee, CPA | Oct 25, 2022 | Uncategorized
Now that 2021 tax returns are completely in the rearview (although we can always make amendments!), and only a few months of the 2022 version remain, it’s time to kick your “tax optimization” strategies into full gear. And look – yes, I’m a professional at this...
by Dr. Jong Lee, CPA | Oct 18, 2022 | Uncategorized
One of the things that my team and I prioritize here at The Lee Accountancy Group is keeping the lines of communication open with our Oakland clients. Especially when difficult times hit (we’re continuing to think about those in Florida and the Carolinas as they...
by Dr. Jong Lee, CPA | Oct 6, 2022 | Uncategorized
Before I get to today’s topic (some thoughtful guidance on spotting an IRS tax scam) let’s discuss this…It’s that time of year when spending seems to really kick in. Yes, I know we’re still in September, but all of these holidays that seem to mysteriously demand extra...
by Dr. Jong Lee, CPA | Oct 5, 2022 | Uncategorized
The devastating images and clips from the aftermath of Hurricane Ian rolling through the news feeds are truly heartbreaking. It’s incredibly difficult to watch the crippling effects of situations like these. All of us here at The Lee Accountancy Group send our...
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