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Buying vs Renting in Oakland: A Few Considerations
The longest day of the year (Sunday the 20th) is next week, the official start of summer. We’r...
Understanding Your FICO Score by Jong Lee
We’re already a week into June, and our timing still feels askew because of the extended deadl...
4 Things Oakland Crypto Traders Need to Know About Cryptocurrency Taxation
Memorial Day weekend can sometimes feel a little … jarring. Burgers, pools, picnics — se...
5 Next Steps for Tax Return Review
5 Next Steps for Tax Return Review Soooooo, what now? I’m glad you (ahem) asked. Just because ...
The Tax Trap Oakland Side Hustlers Need to Know About
These days, it seems like everybody and their uncle has a “side hustle.” From delivering for Ube...
The Why and How Behind Procrastination – Something for Oakland Friends to Consider
Stress. Anxiety. Unease. Worry. And a pinch of aggravation just to round it all out. No, I’m n...
A Great Retirement Planning and Portfolio Tip for Our Oakland Friends
Can you believe it? Three weeks until the May 17th deadline! You’ll forgive me if visions of v...
Helping Oakland Residents Understand the Purpose of Life Insurance
As the old joke goes, the only two guarantees in life are death and taxes. In these updates, I obvio...
Buying a House in Oakland During this Housing Shortage
Buying a house in Oakland right now is painful. Very painful. Inventory is at a historic low, and pr...
Big Earned Income Tax Credit Changes for all Oakland Filers in 2021
I have to apologize to all of my Oakland clients for the sheer volume of tax-centric writing I’...
Key Healthcare Changes From ARPA For Oakland Taxpayers
Last week marked the one year anniversary of the CARES Act (stimulus round 1). This was such a monst...
The NFT Craze, Explained By Jong Lee
Events are happening fast in tax world, and we are VERY busy here at The Lee Accountancy Group. But ...