Four Ways the IRS Reform Bill Helps Oakland Taxpayers Like You (and Me)

Believe it or not, 2019 is almost halfway over (!). We’re through the summer solstice, the days get shorter from here on out, and here at Team The Lee Accountancy Group we begin to turn our eyes more directly at 2020. We’re pretty thrilled by the opportunity, because it means we get that much more time to take advantage of … Read More

Dr. Jong LeeFour Ways the IRS Reform Bill Helps Oakland Taxpayers Like You (and Me)

Tax-Smart Ways to Run a Savvy Oakland Side Hustle

I’m so old, I still remember the days when “hashtags” were only about a particular button on your phone. Yep, the world has shifted massively underfoot. You know it; we all know it. And one of the developments we’ve all seen is the proliferation of news feed gurus, ready and willing to help you start your new business — for … Read More

Dr. Jong LeeTax-Smart Ways to Run a Savvy Oakland Side Hustle

Key Tips For Oakland Newlyweds On Marriage and Taxes

Do you know what the number one month is for weddings? Check today’s date and there it is: June. With that fact in mind, I’m not sure where you currently fall on the wedding spectrum… Are many of your friends getting married? Are your friends’ kids getting married? And if you or someone close to you is getting married soon, … Read More

Dr. Jong LeeKey Tips For Oakland Newlyweds On Marriage and Taxes

The Lee Accountancy Group Sheds Light on Some of the Highest State Sales Tax Rates

No, the IRS is not shutting down their operations — there is still (and probably ever will be) a federal income tax. But states are a different story… This being travel season, and the season during which some of our clients turn their eyes towards making a move, I thought I’d give you some info on how state and local … Read More

Dr. Jong LeeThe Lee Accountancy Group Sheds Light on Some of the Highest State Sales Tax Rates

New Ideas For Oakland Students To Pay For College

I recently wrote about the cost of raising children, but there was one glaring omission: college. But imagine if you had sent your son to Morehouse College. Here’s what happened there this month… On Sunday, May 19th, investor and philanthropist, Robert F. Smith, shocked 400 graduating students from all-male Morehouse College when, in his commencement speech, he announced he would … Read More

Dr. Jong LeeNew Ideas For Oakland Students To Pay For College

Making Children Less Costly For Oakland Families With Kids Through The Child Tax Credit

To be clear, children are costly in the best way possible. Once the dust settles from changing diapers, sweeping floors, slapping bandaids on booboos, driving to sports practice, attending back-to-school meetings, saving for college, and buying countless goldfish crackers … you realize children are a lot of work. They’re also monetarily costly. Depending on your income, you could be spending … Read More

Dr. Jong LeeMaking Children Less Costly For Oakland Families With Kids Through The Child Tax Credit

Jong Lee’s Three Building Blocks To Healthy Personal Finances

It’s understandable if things might feel a little bit … shaky right now for you. If you pay attention to the media, you are seeing trade wars with China, uncertain stock markets, apocalyptic elections rumbling in the future, even the Apple juggernaut is seeing its empire show signs of trouble. All of these, by the way, are good reasons to … Read More

Dr. Jong LeeJong Lee’s Three Building Blocks To Healthy Personal Finances

College Is Expensive But Oakland Families Can Save Big Through These Tax Breaks

What, you think I’m on vacation? Yes, the tax deadline has passed. But we’re still available, and handling post-deadline matters for Oakland clients.   But moving along to today’s subject: figuring out how to pay for college tuition. Things are different from the days when I considered college… I’m talking to Oakland parents left and right who are scrambling to … Read More

Dr. Jong LeeCollege Is Expensive But Oakland Families Can Save Big Through These Tax Breaks

Where Do Our Tax Dollars Go? Jong Lee Breaks It Down

  Before I get to your tax dollars, and where they went, I have a couple thoughts for you. We’re still settling down from the flurry of last week and the passing of the April 15th deadline. There were MANY more procrastinators this year than in years past, in my opinion because of so much confusion in the marketplace. In … Read More

Dr. Jong LeeWhere Do Our Tax Dollars Go? Jong Lee Breaks It Down

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