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 ) 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.