The Lee Accountancy Group

Made A Mistake With The Tax Returns


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.


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The Lee Accountancy Group reviews are no way affiliated with yelp & reddit. Their business is located at 369 13th St, Oakland, CA 94612, USA. The Lee Accountancy Group could be contacted by dialing (510) 836-7400 or logging on their website The Lee Accountancy Group business page on Dirty Scam received 2 consumers reviews/complaints, page views and 4331$ of monetary losses. The most of the users reported the severity of the scam is High.
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2 reviews on The Lee Accountancy Group

  1. Never Again

    I would be wary of trusting this firm. Overpriced, no follow through.

  2. Quick response at first, then sluggish.

    Quick response at first, then sluggish. Plus they provided wrong information that cost us money.

13th Street 369
Oakland 94612 CA US
Get directions
Reported Loss :4331 $
Severity of Scam :High
Reported by : Anonymous
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