- Getting Started
- Uncategorized
- Your Community
Jong Lee on How (and Why) to Invest in Savings Bonds
The economy has caused some turmoil as of late. Markets haven’t been kind for the last couple week...
When Married Filing Separately Makes Sense for Oakland Couples
You likely were invited to one Oakland wedding or another this summer (or perhaps YOU were doing the...
Jong Lee’s Tips on Tracking Subscription Services
87,000. All weekend I’ve seen that number flashing through the headlines – and I’ve seen the p...
Jong Lee’s Tax Planning Tips for 2022
The British saying “Keep calm and carry on” seems like a good motto to live by in uncertain time...
Gas Savings for Every Oakland Driver
There’s something truly American about the summer family road trip. Piling into the car with your ...
Your Oakland Rundown for Calling the IRS
Do you remember the days of yore when you’d call someone and the phone would keep ringing and ring...
Contracting or Employee – How Oakland Job Seekers Decide
A lot of Oakland people say, “more money, more problems.” While that saying is partially true, I...
Effects of Inflation: Plan for This, Oakland Investors
A lot of us Oakland investors are feeling the effects of inflation. And I want to help you navigate ...
When Oakland Taxpayers Discover Unclaimed Property
“I’ve got a dollar. Hey, hey, hey, hey.” When you score a little extra cash suddenly, it’s h...
Jong Lee’s Saving Tips – More Than Not Spending
Raise your hand if you’re still waiting on a response from the IRS about your refund. With the now...
A Why Estate Planning Now Take by The Lee Accountancy Group
Yeah, we all know that old adage about death and taxes (one with which I’m intimately familiar in ...
Tax Documentation Oakland Filers Should Keep and Why
Yes, it’s true, Oakland friends… the financial markets look pretty rough as I write this, on top...