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Should Oakland Filers Use DIY Tax Filing Software?

Should Oakland Filers Use DIY Tax Filing Software?

by Dr. Jong Lee, CPA | Feb 28, 2023 | Uncategorized

Let’s dial in right away to an important question: Are you ready to knock out your 2022 tax filing? There are now less than 2 months left to do it. And while that seems like a lot of time, you and I both know, it’s really not. Here’s why: My calendar is chock...
How Oakland Filers Can Prepare for an IRS Audit

How Oakland Filers Can Prepare for an IRS Audit

by Dr. Jong Lee, CPA | Feb 21, 2023 | Uncategorized

First off – congratulations to the Kansas City Chiefs. From all accounts, it was a pretty epic game. And, of course, there are those commercials. Many great ones, but one quick note about one of, well, “professional interest” for me.The TurboTax campaign (“Don’t...
Oakland 1040-Filer: How to Handle Crypto Assets on Returns

Oakland 1040-Filer: How to Handle Crypto Assets on Returns

by Dr. Jong Lee, CPA | Feb 13, 2023 | Uncategorized

Now that we’re into the first “full” week of February, things are truly heating up for us here at Jong, at least in terms of our communication volume. And no, we aren’t replying to our emails using ChatGPT … but I wouldn’t be...
Lee’s Private Foundations as Giving Strategies

Lee’s Private Foundations as Giving Strategies

by Dr. Jong Lee, CPA | Feb 7, 2023 | Uncategorized

Things have certainly picked up for us here at The Lee Accountancy Group … we can already tell that we will be quite busy from now until April .Regardless, just a little bump that it would be a very good idea to get on our calendar as soon as you’re...

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