The Lee Accountancy Group is a professional accounting firm that offers comprehensive financial services. Specializing in tax, auditing, accounting, and management consulting, the group caters to individuals, small businesses, and enterprises with diverse financial needs. With a reputation for integrity, expertise, and tailored solutions, Lee Accountancy Group aids its clients in financial planning, compliance, and optimization. Committed to staying updated with regulatory changes and implementing cutting-edge accounting software, the firm enhances its clients’ business operations and financial health. Their dedicated team of skilled accountants ensures accuracy, confidentiality, and effectiveness in their work, supporting clients towards fiscal success and strategic financial management.
📍 Location: 363 13th St Ste 200, Oakland, CA 94612, United States
📞 Contact Us: (510) 836-7400
🌐 Website: https://cpaofoaklandca.com/
Rating: 4.7
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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 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
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!
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.
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!