A Thank You To Our Oakland Clients For A Successful 2019 Tax Season

This has been one of the wildest tax seasons in recent memory. I saw a note from the IRS last Friday (the 12th) that as of that day, 50 million taxpayers had yet to file. LOTS of extensions happened out there, as all of the tax law changes caused a bunch of confusion. It’s our hope that our Oakland clients … Read More

Dr. Jong LeeA Thank You To Our Oakland Clients For A Successful 2019 Tax Season

2018 Tax Extensions and Payment Options for Oakland Taxpayers

Yep. This is the final week, and the personal filing deadline (April 15th) is *so* close. It’s officially the final week of tax season — and we are working our tails off for you and our other Oakland clients. But I’m still taking the time to step away for a moment and write to you, my friend. And if you … Read More

Dr. Jong Lee2018 Tax Extensions and Payment Options for Oakland Taxpayers

An Under-Utilized Tax Break For Oakland Taxpayers: Summer Day Camp

Okay, that’s a joke. We’re so busy with our client work, we can’t really enjoy the college basketball or the new baseball season, but at least we still have April Fools. And yes, I know that day has already passed. More coffee please. But speaking of things getting past us — are YOU procrastinating with your taxes? If so, you’re … Read More

Dr. Jong LeeAn Under-Utilized Tax Break For Oakland Taxpayers: Summer Day Camp

An Under-Utilized Tax Break For Oakland Taxpayers: Summer Day Camp

Okay, that’s a joke. We’re so busy with our client work, we can’t really enjoy the college basketball or the new baseball season, but at least we still have April Fools. And yes, I know that day has already passed. More coffee please. But speaking of things getting past us — are YOU procrastinating with your taxes? If so, you’re … Read More

Dr. Jong LeeAn Under-Utilized Tax Break For Oakland Taxpayers: Summer Day Camp

Jong Lee’s Under-Utilized Pet Tax Deductions

Apparently, there are some politics things happening these days. But even more apparently, the tax deadline is three weeks away. Politics? As the young people say, ain’t nobody got time for that. But you know what we DO have time for? Saving you a boatload on your taxes, and finding creative ways to do that, even if you don’t think … Read More

Dr. Jong LeeJong Lee’s Under-Utilized Pet Tax Deductions

How Oakland Taxpayers Can Support The Alabama Disaster Relief Effort

The college hoops brackets are set, and the madness begins. And, per the American Gaming Association, 47 million of us will be wagering $8.5 BILLION on this event. Which, of course, means that my mind immediately goes here. You see, we’ve already been knee-deep in our own version of March madness over here at Team The Lee Accountancy Group, and … Read More

Dr. Jong LeeHow Oakland Taxpayers Can Support The Alabama Disaster Relief Effort

Spending Money From Tax Refunds Wisely By Jong Lee

Just about one month left before the tax deadline. As the parents say, the days are long, but the months are fast. And as we tax pros say, the days are long, and the days are long. But that’s simply because we’ve been getting to do some meaty, fun tax preparation work for our Oakland clients. Already, we have many, … Read More

Dr. Jong LeeSpending Money From Tax Refunds Wisely By Jong Lee

Jong Lee’s Three Big Tax Scams And How To Beware

Now we’re cooking with gas. After weeks of reports that refunds were down, last week’s data from the IRS shows a new trend. Although overall quantity of refunds are down, now the average refund is up 1.9%. After so many headlines to the contrary, I suppose that qualifies as good, national tax news. But here is the thing to remember … Read More

Dr. Jong LeeJong Lee’s Three Big Tax Scams And How To Beware

IRS Form 4852: The Lee Accountancy Group Explains the Substitute for the W-2

  Word on the tax professional “street” is that tax filing numbers are down across the board so far. That is from data released by software providers (though this year, of all years, I simply don’t understand why somebody would use software), as well as overall numbers from the IRS, AND those who are using a professional. It seems that … Read More

Dr. Jong LeeIRS Form 4852: The Lee Accountancy Group Explains the Substitute for the W-2

Jong Lee’s Second Key To Wealth Building

Believe it or not, we have less than two months before federal taxes are due. Yikes. We have been meeting with so many Oakland clients (including a fair number of new ones, thanks to YOUR referrals — keep them coming!), finding so many wonderful ways to help people save on their taxes, that it hardly seems possible that there could … Read More

Dr. Jong LeeJong Lee’s Second Key To Wealth Building