The Lee Accountancy Group

Hi,
My husband and I used Mr Lee to file our taxes last year and it was an unmitigated disaster. Let me begin my explaining our situation. I’d just moved to Oakland from Boston in Feb 2015 and I had a month’s (Jan 2015) worth of income in Massachusetts along with income in California through the rest of the year. In addition, my husband is a graduate student at Berkeley who’s stipend is only partially taxable. So in Mr Lee’s defense, he had his work cut out for him.
Any other accountant to my mind, would have sat down with us so that we could explain the situation clearly. Mr. Lee did not seem to want a lengthy discussion at our first meeting, which is OK in itself. We were then expecting that he would start on the forms and call us in to go over them. He however, filled them out and filed them without our reviewing them.
He also made a mistake with the tax returns for my husband’s stipend. So then we had to file a revision. The whole process was far lengthier and painful than it had to be. And above all, Mr Lee didn’t seem apologetic or that helpful. Frankly communication with him was lacking a LOT.
Now, I should have written this review before. But last year was difficult b/​c my job wasn’t working out and my husband and I had just moved in together. This year, we used H&R block for our tax returns and the whole process was extremely smooth and painless.
I do NOT recommend this tax accountant. If you are willing to followup constantly and micromanage things or are a DIY kind-​of-​person, he might work. but if the latter is true, you’d be better suited just filing the taxes on your own. I sincerely hope this review helps to convince you never to use this man’s and his office’s services.
Rohan

I turned to Mr. Lee for advice in running my first small business. The worst thing he did was to advise me to open a 401k through this program. As a 2 employee business, a 401K has been so much hassle and extra paperwork, I regret not asking for a second opinion and finding out that an IRA is what small businesses do instead. 401ks are for much larger companies! Now I’m stuck processing so much more paperwork every year and paying huge fees.
I switched to a new accountant and have had a much better experience with my business taxes and other advice.

Jong Lee & Lee Accountancy is absolutely THE BEST! They are active listeners, professional, experienced, thoughtful, kind, timely & thorough! If you want to be in expert care with savvy, compassionate, responsive professionals, who really work with the total package of experience you need for tax preparation, financial planning too, then Jong Lee & his team cannot be beat.

Quick response.
Takes about one week to finish the service.
The result is the same as Turbo Tax.
They charge $ 400.00 for my case. (We have 2 people)
Also offer to file electronic for us, which is convenient and environmental.
Overall, this place is overrated.
We tried here because all the 5 stars review.

I have been going to Jong Lee for about 10 years. Jong is an honest man, a man of integrity. He has done my taxes over that time both personal and business. I have referred others to him as well. I was audited by the IRS and Jong help me with that as well. Through the good times and the bad Jong has been there offering good sound advice. I appreciate your help as I’ve grown through life!

Been using Lee Accountancy ever since moving to CA and have been very happy. In fact, they reviewed old returns that had been professionally done and found mistakes that resulted in a very sizable credit to me. Definitely recommend Jong and his team.
Ben

I’m a Do-​It-​Yourself guy.
Until last year, that also pertained to taxes. I had been using a few online tax platforms (whichever was cheapest), but there’s always been doubt in the back of my mind.
Am I maximizing my returns or am I leaving something on the table?
And so last year I did something about it and made an appointment with Mr. Lee.
I liked his consultative, no BS approach. He made me feel at ease, answered all my questions, and gave me solid advice.
Are my taxes tricky right now? Not especially.
But my taxes will undoubtedly get more complicated in the near future (house, kids, businesses, etc.). I’m building the relationship now, because I know that I need a trusted accountant in my corner. The peace of mind that I’m maximizing my return is just a bonus.
I was reminded to write him a Unilocal review, as I gather all of my documents for my appointment with him tomorrow.
I highly recommend Mr. Lee and his team.

I was introduced Mr Lee by the Oakland neighbors’ document preparation office. Mr Lee and his stuff has been the most helpful to my very complicated tax and business situation past few years. Responses are quick, personal and accurate. Highly recommended.

Jong is such a great resource as a small business owner. His advice is always level-​headed and he can give me a better perspective on my business and the next ways to grow. I’ve recommended him to other business owners as well!

Jong Lee saved me and is still saving me from tax desperation, year after year. By hiring the Lee Accounting Group I saved my sanity! Jong Lee and his associates follow a caring philosophie where they really work with you. I am deeply thankful for his helpful knowledge and support.

I am self-​employed and the The Lee Accountancy Group has been preparing my taxes for me for a couple of years now. These are by far the most professional and responsive accountants I have ever worked with and I cannot recommend them more highly! Use this Firm!

I highly recommend the tax services provided by Jong Lee and the Lee Accountancy Group. I was referred to them a couple of years ago, and it’s truly refreshing to feel confident that I am being represented by such a competent and professional firm. They’ve also been quite helpful and responsive in answering any questions that have arisen from time to time.

I found Lee’s Accountancy on Unilocal and immediately knew that this tax firm knows what they are doing based on all the positive reviews that clients have left for the business over the years, it was an easy choice for me to make.
Mr. Lee and his accountancy fulfill all my tax needs for two years in the row going on the third year. They have helped me and my business file for all the appropriate legal paperwork for the State of California as well as cross-​country in Philadelphia to make sure that I am following all federal, state and local city codes and regulations to keep me from being harassed by the IRS. I am a contract worker and bounce in and out of states often, but it does not matter which State I am in or how far I am from Mr. Lee’s office, he is always 1 phone call or an email away to answer all my questions. I am currently working in NYC but Mr. Lee and his firm will still be able to assist me in filing my tax for 2015 so as long as I can provide them all the necessary information to do so. If it wasn’t for his expertise and exceptional customer service, I wouldn’t go through all the trouble of filing my taxes from 3,000 miles away. The Lee’s Accountancy is worth every penny and time and it will save you a headache from being audit.

None better!
Ronald F. Harwin, DC

Jong has been our accountant for years and has come through *every* time…
Not only has he helped us with our income tax reporting, but he has also successfully guided us through two audits. A true pro at what he does, and we highly recommend him!

John and his team are great at what they do. Lee is an interesting guy to chat with and very helpful too. They prepared my taxes fast and were very thorough. I highly recommend this great Oakland business.

My husband and I started working with Jong 4 years ago. For the past year, he was helping us with a complicated tax audit. This audit was a result of our former tax professional who not only botched our income tax reporting for that year but also dropped us when it came time to fix the mistakes he had done. That person basically disappeared from the face of the earth and left us to deal with this mess.
Jong came to our rescue and re-​filed an income tax report on our behalf. The IRS took 1 year to «review“our case. This did not stop the letters sent by the Franchise Tax Board and the IRS’ Collection department saying we owed over 10k in taxes for that year. Jong answered all these letters on our behalf, and placed multiple phone calls as well, including telling the IRS review Board to speak with the Collection department.
This last phone call did the trick. Finally, we received a letter from the IRS saying that we owed nothing and that a refund check was on its way!!!
We certainly could not have made it through this ordeal without Jong’s calm, professional expertise; he knows the ins and outs of the IRS, who to speak to and how to speak to them. Jong is not only a Master CPA, he has been a true friend who held our hands and supported through this torturous situation.
Thank you, Thank you, Thank you, Jong Lee!

I can’t believe I haven’t written a review for Jong before. He’s been our CPA for at least 4 years and has guided me well. We saw refunds where I was sure there was money owed. This year was a great example. I thought we’d owe about $ 20,000 in taxes because we sold a rental property but ended up getting $ 4,000 back! We are very very happy with him. And he is calm, knowledgeable and a great resource.

He is such a good man! He was kind enough to give me half an hour of his valuable time so I could write a research paper on my career path (CPA). He is a former teacher at Laney college and is very much dedicated to his work. He believes in sharing knowledge and following passion (a good note there!). A reflection-​presentation on my interview with him made me realize, there is much to be discovered (in a good way).
I’m not sure if his passion fuels his work ethics or his work ethics fuels his passion. Either way, I hope to be on the same road!
–A college student.

Going to Jong is one of the things I will add to my «I’m glad I did that» list. I visited his office earlier today and because of the magic he and his staff did, I treated myself to that much-​wanted (as opposed to needed) pedicure today. I asked him to file an amended 2012 tax return and viola! he found me over $ 1700. Plus it was done quickly. I am amazed. I went to him because I knew the days of filing my own taxes was behind me. The language is over my head and I knew there were secrets I was not privy to. I was right. And Jong was my key. I can’t wait to have him do my 2013!