The Lee Accountancy Group

Made A Mistake With The Tax Returns

Hi,

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.

Rohan

Is The Lee Accountancy Group a scam?
The Lee Accountancy Group is a scam and a bad service provider as per the report filed on dirtyscam.com. They are not aggressive towards their customer satisfaction and complaint grievance.
Is The Lee Accountancy Group legit?
First The Lee Accountancy Group is not a legit business owner or provider. You must take necessary precautions/measures before buying or using their services.
How many reviews are submitted by The Lee Accountancy Group’s consumers?
There is/are 2 review(s) posted about The Lee Accountancy Group and it indicates that the severity of the scam is High.
Where is The Lee Accountancy Group located?
The Lee Accountancy Group is located at 369 13th St, Oakland, CA 94612, USA. You can contact The Lee Accountancy Group by dialing (510) 836-7400 or visit their website cpaofoaklandca.com before filing a lawsuit. We are no way affiliated with better business bureau or yelp reviews platform.
How much monetary loss is incurred by The Lee Accountancy Group’s customers?
According to the report(s), US $4331 was the total loss incurred by The Lee Accountancy Group’s customers.

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2 reviews on The Lee Accountancy Group

  1. Rachel A

    Never Again

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

  2. Alejandro Wilson

    Quick response at first, then sluggish.

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

Reviews:2
Reported Loss :4331 $
Severity of Scam :High
Reported by : Anonymous
Views :