The Lee Accountancy Group

Debra Burger

Apr 16, 2024on

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.

Abdul Sitabkhan

Mar 11, 2024on

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

Hesham Zakaria

Nov 7, 2022on

Scheduled a 13:00 meeting with him via teleconference. Logged into the meeting. Got an email from him at 13:04 saying were 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. Negative Professionalism

steven avery

Nov 7, 2022on

I contacted with the Lee agency in 2021 because I had filed the previous years 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 intending to file an amendment rather than a late return, theyd put me on the back burner. I got kicked down the road around 4 times, and they finally finished my file in November. Surprise, the IRS stops accepting returns at the end of the year! And so this means they cant file my amendment until late January. I contact them twice more, to make sure that the amendment is filed. In late January, I was told that it was filed and that I should expect a confirmation. Three weeks go by and I get nothing, so I call today, and Im told that my amendment was filed last Thursday. What happened in between? They had some kind of tax software trouble and my amendment was not accepted, and they didnt want to bother me with updates that Im powerless to fix. Thats understandable, but I got no updates at all and felt like I was misled at some point. Combine that with the lack of urgency in dealing with my account, and Im not too happy with the Lee accountancy. I think Ill be looking elsewhere.

Tasneem Nomanbhai

Nov 7, 2022on

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

Adrian Dooley

May 12, 2022on

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.

Ruby Chu

Nov 7, 2021on

A small temple cant 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.

Kenneth Wong

May 18, 2021on

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.

Seif El Din Tarek El Gammal

Feb 14, 2021on

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.