The Lee Accountancy Group - Oakland, California

Debra Burger

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.

Bryan Jennewein

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 accounting needs, and I recommend them HIGHLY and trust them IMPLICITLY. And I hope you will too!

Seif El Din Tarek El Gammal

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 consultation if you're just going to tell the customer to email you? Mr. Lee then hung up on me as I was explaining my tax situation. Additionally, his office intentionally ignored my subsequent calls. I know there are other good reviews for this place, but those are inaccurate. The Lee Accountancy Group and Mr. Lee are an embarrassment to the tax consultancy profession. DO NOT DO BUSINESS WITH THEM. You will end up wasting your time and money.

Adrian Dooley

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 follow up with all the relevant agencies.

(More details on the wrong return: someone on their team thought the could save me money by adding contributions to a retirement account I don’t have. They changed my returns to reflect this strategy, presumably to pitch me this savings idea, but no one communicated this to me. So the Lee Accountancy submitted a false return without my review instead of the return I reviewed and approved. And no one knew about it until after tax day had passed. It took them three weeks to resolve the issue and the communication for the follow up phase was just as poor as doing the taxes the first time.)

Your time is valuable and your taxes are important. Don’t use The Lee Accountancy Group.

Kenneth Wong

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.

Alex Boyd

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 receive Lee Accountancy marketing emails that come across tone deaf given the data breach they themselves experienced. I’d rather know what Lee Accountancy is doing to protect their customers then them telling us about tax news and marketing material.

Vincent Galopin

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.

Lynn Caffrey

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.