by Dr. Jong Lee, CPA | Mar 30, 2023 | Uncategorized
Reading emails sent by the IRS isn’t exactly keep-you-up-at-night fare.But there’s something about reading about scammers that I find oddly satisfying.And they (the IRS) has continued to send out mass warnings in their “Dirty Dozen” series, shedding light on the shady...
by Dr. Jong Lee, CPA | Mar 22, 2023 | Uncategorized
Spring is officially here — hello daylight past 7 pm and enjoying the sun a little bit after work, too. And that makes everyone happier.And as tax season rolls along here, we’ve been meeting with a bunch of Oakland clients, submitting returns, and helping many people...
by Dr. Jong Lee, CPA | Mar 22, 2023 | Uncategorized
There has been a lot of market noise about Silicon Valley Bank (SVB). When a huge bank (#16 in the country) is taken over by the feds, it’s worth at least a mention.But here’s my quick take:Unless you are a CFO of a startup or you actually live in the Silicon Valley...
by Dr. Jong Lee, CPA | Mar 12, 2023 | Uncategorized
About 43 days left in “tax season.”That’s right. Only 43(ish) days to fill out those tax forms and submit them to the IRS so you can close the cover on the book of 2022.My team and I have obviously been taking care of this for our Oakland clients, marking hundreds of...
by Dr. Jong Lee, CPA | Mar 9, 2023 | Uncategorized
Here we are … already February is in the rearview. And while this is certainly a less hectic tax season than the past three, it doesn’t mean things are easy. Taxes have traps for the unwary all over the place. A 400-page tax code ensures that. More...
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