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Jong Lee Clears Up Confusion Around The Stimulus Checks
Well, over the weekend, the President signed the big new stimulus bill, and we have been poring over...
A Note on the Coronavirus for Oakland Families
As COVID-19 snakes its way through the world, what’s becoming clear to me is that … well...
Jong’s Top 5 Healthy Financial Habits
Yep, here we are in March, and that means that it’s GO TIME for taxes. If it takes you a coupl...
Career Planning Advice From A Oakland Business Owner
Like me, you’ve probably heard: “Do what you love, and the money will follow!” Hog...
Read This Before Trusting Your Tax Filing To A Oakland Tax Professional
Listen, I know how hard it is to move from one tax professional to another. Which is why I would lik...
Do Not Procrastinate Tax Filling In 2020 by Jong Lee
Have you met with us yet? The Super Bowl and the Oscars are over. The IRS has been accepting electro...
All People Are Tax People by Jong Lee
… except, well … when they aren’t. Or when they have a question. Or when they have...
A Guardian Plan For The Unexpected by Jong Lee
This is the week the real work begins. The IRS started electronically accepting returns on Monday (t...
How To Plan For Retirement by Jong Lee
The IRS is set to begin receiving tax returns on the 27th. That means, it’s about to ge...
2019 Tax Planning and Almost Completely True Facts About Jong Lee
Yes, here I am again — and yes, I know the W-2’s haven’t arrived, and you might no...
Jong Lee’s 2019 Tax Documents List
The new decade is finally in full swing. With big holidays the last couple weeks, you might be like ...
Jong Lee’s Guidelines for Setting Financial Goals You Can Keep
Just like last week, this week straddles the holidays, and so regular routines are still a little ch...