Jong Lee started his private practice after working for several local accounting firms specialize in small and medium size business thus he became a practitioner concentrate in small business. A reality of launching a practice came true in 1977 when he opened a CPA office in San Francisco and later moved to Oakland. The firm specializes in accounting and tax services.  He is a believer in education and has taught college level courses as far back to the late 70’s and also actively recruiting business  students to accounting profession. In his busy schedule he has pursed a master of business administration from Golden Gate University and a doctorate in business administration from Argosy University.

Mr. Lee was engaged by trade union clients to conduct compliance audit of contributing members on behalf of their employees. The engagements expanded to include training of clients audit and collection staffs. The firm also performs audits of non profit organizations including labor union and other affiliated organizations.  He is also certified to teach "Starting a profitable Small Business" and "Running a Profitable Small Business"; programs developed by Detroit's Wayne State University. Also offered courses in Certified Bookkeepers program under the sponsorship of the American Institute of Professional Bookkeepers. Additionally, offers QuickBooks training program. 

Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales.

Our firm's reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service and specialized staff spell the difference between our firm and the rest.

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