Rubicon Tax Relief | The Lee Accountancy Group

Lee Accountancy Group sets the personalized needs of their clients as their number one priority. Mr. Lee is extra knowledgeable. His genuine good natured humor, creates a very positive environment for all the members of his staff, who are kind, respectful, skilled, and attentive, in helping to make the whole tax preparation process as stress free, as possible.

I found myself in a complicated tax situation after buying a rental property, having a full time job, and now new income and expense. EVERYONE at the Lee Accountancy Group was incredible, from my first inquiry, through the preparation of my taxes, and through structuring and bookkeeping for my new rental business. So friendly, communicative, and supportive. They took extra time to explain the complexities and advise me on the most sustainable and tax advantageous practices. I trust them now for ALL of my ac

To anyone reading this, DO NOT MAKE THE MISTAKE OF USING THIS FIRM'S SERVICES. Mr. Lee and his staff are the most unprofessional and rude people I have ever come across. I was scheduled for a 30 minute virtual consultation with Mr. Lee. Besides showing up 7 minutes late, he also wouldn't let me finish my questions, kept interrupting me, and said he only had a couple of minutes to talk. He didn't want to hear anything I had to say and told me to email him my questions. Why schedule a 30 minute tax consultati

The Lee Accountancy Group has been my 'go to' for tax filing services since moving to West Oakland two years ago. Everyone at the company is professional and helpful; the services provided are tremendous; their online services are easy and convenient; and their fees are reasonable; all making for an as-close-to-pain-free' tax filing as it can possibly be. Highly recommended!

Our irs tax return was stolen via a data breach from the online service Lee Accountancy uses to file tax returns and store all our most private information. I?ve had to freeze my credit and change all online passwords. Months later I?m still trying to get my tax return with minimal help and support from Lee Accountancy Group. I now need to book an in person appointment with an IRS advocate to confirm my identity before getting my return. This is after multiple steps trying to do this online. Meanwhile I re

The Lee Accountancy Group did an extremely bad job with my tax returns. They have poor internal and external communication. I had to hound them to tell me when my taxes would be ready for my review. Once I had finally reviewed and approved my taxes, someone on their internal team made late changes to my return, and submitted the wrong return to the IRS without getting my approval. It was a headache to correct their mistake with the IRS and FTB, to submit amended returns, revise all my tax payments, and fol

Mr. Lee represented me in a recent IRS audit. His professionalism and experience resulted in a favorable decision by IRS for my refund claim. Mr. Lee and his staff are friendly and responsive. I strongly recommend this firm for both personal and highly complex accounting services.

Dr. Lee and his team have been great, helping me navigate through my tax return process. They helped me identify ways to get additional deductions, things that I hadn't thought about. The process to get the tax return filled was pretty smooth.

The Lee Accountancy Group has been our CPA firm since at least 2009. Jong and his staff have always treated our returns with great respect and care and found the maximum deductions. We have never been disappointed and would recommend the firm without reservation.

I am so lucky to have The Lee Accountancy doing my taxes and helping shepard my finances. They are kind, quick and clever. I?ve been so grateful for their attentive care over the last two tax seasons. I highly recommend this amazing team.

I highly recommend Jong Lee CPA! Mr. Lee is a great guy and his firm is down to earth, approachable and professional! As the owner of a growing law firm, I am picky about who I want to do my taxes. I visited many CPAs in the bay area, and my firm decided to give our business' taxes to the Lee Accountancy Group because of how trustworthy and personable the advice and service was. Thank you Mr. Lee!

Switch from an existing tax preparer that I have been using for the past 10 years. Did not regret it, lee and his team responded to questions I have in timely manner, and it's the first time in years that it got submitted in time. The knowledge pool they have provided peace of mind and I can focus on running business knowing my tax return is in good hands.

Lee Accountancy is the bomb. We had a big tax mess a few years ago and they got us through. If you need a tax professional for business or personal use them. And owner, Jong Lee is a wonderful human and does a TON of give back to the community.

Trustworthy and approachable. The Lee Accountancy Group filed my taxes, walked me through any questions that I had, and provided guidance for next year. I'll definitely be working with them next year. I highly recommend!

As a busy entrepreneur, it's essential to have expert help, and The Lee Accountancy provides precisely that. They have been filling our taxes for the past few years, and I wish I found them earlier. They definitely know what they are doing, and they deliver every single time. I highly recommend them!

What a relief to have found a great accountant to help me with my taxes. I am just back to work after a couple of long years in nursing homes and having to deal with a badly managed business for the past six years and a large tax backup... I am thankful to have found a really great accountant with Jong Lee!

I first came to The Lee Accountacy group with a very complicated tax situation that I feared no accountant would be willing ior able to handle. Dr. Lee and his skilled staff worked very hard to succesfully resolve the multiple challenges my returns presented. For 5 past subsequent years, I have gladly stayed with them. The staff are knowlegeable, courteous, and thorough. The best choice I could have made.

I contacted with the Lee agency in 2021 because I had filed the previous year's taxes with TurboTax, and there were some mistakes that I wanted fixed. I knew from the beginning that I wanted them to review my return and file an amendment on my behalf. In June, I had my initial contact with them and gave them my documentation. Every month or so, I was contacted by a different person at the agency, who was reviewing my file with no understanding of my situation. When they would eventually gather that I was i

I contacted the Lee accountants after my move from Southern Calif to the East Bay Area My initial meeting with Dr Jong Lee was very pleasant and he gave me and my wife a very courteous and welcoming attention He also reviewed all of the docs with me and asked for pertinent information I definitely recommend Lee group I will follow up my review after taxes are prepared and submitted Abdul Sitabkhan

Mr. Lee and his staff are efficient, conscientious and very helpful with tax preparation tasks, questions and advice. I highly recommend their services to anyone needing the peace of mind the help of a knowledgeable accountancy group can provide.

Meeting annually with Mr. Lee makes tax time (relatively) painless. I have, and will continue to recommend Lee Accountancy to all in need of a great accountant.

A small temple can't accommodate a big buddha. Mr. Lee is a big buddha. Firms and business people need him. My income is mainly from a job. Tax documents from W-2 and 1099 are provided for me to file tax with help from Turbo Tax Software.

This was such a great experience! I had to amend my taxes for a couple years and file a new return and Alex and Theoun were very responsive and helpful. Would definitely go through the process with their help again!

The staff treat me with respect, they were very Helpful,. A gentleman helped. me with my cellphone I needed to call Uber.I was very pleased with everybody. Mr. Lee is an excellent professional.

I found myself in trouble over my misunderstanding of certain tax laws/requirements. I went to Lee Accountancy and they went a great help. Not only did they fix my tax situation, they explained everything to me in a way i could understand. Next time, i will just go there !

Jong Lee is very professional, he help me to understand my current CPA prepared tax return, thus help me save a lot of money. I highly recommend him to be the one and only one CPA.

I've been filing my business and personal taxes at Lee Accountancy since 2014 and the staff is great. I highly recommend their prompt service.

Scheduled a 13:00 meeting with him via teleconference. Logged into the meeting. Got an email from him at 13:04 saying we're not there, responded at 13:06 saying that we were there, and the zoom conference terminated. Simple misunderstanding, right? I called him personally immediately after, and he exhibited extremely poor professionalism to the point that I would not recommend him to anyone.

I use them for both taxes and past tax audits! They're such a lifesaver. Highly recommended. I used several people for the audits and they were the only ones to get me through the storm so I could get back to my life.

Everyone was friendly, professional and helpful. I feel confident in the results that were found and will continue to work with Jong and his team at tax time every year.

Lee Accountancy Group are professional, dependable and reliable. I highly recommend them for all of your tax and CPA needs.

My husband and I had our taxes prepared by this firm for 2019. Very friendly team, and a larger refund than we expected. Somewhat expensive ($550) but we?re satisfied!

Excellent service, excellent results. I recommend Jong Lee and his team to anyone looking for top-notch tax preparation assistance.

I had a positive experience. They were very responsive and timely in filing my tax returns.

Only ones willing to help when others wouldn?t. Very responsive and catering to our needs. Will definitely recommend.

Best Tax Service in the Bay Area. Glad I found them.

Excellent service. Great communication and response! Love it

Efficient, helpful, and professional. I highly recommend!

The Lee Accountancy Group does great work!

Responsive, accurate and great customer service