Taxpertise ~ Bonnie Lee

Bonnie Lee

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Heads up for new Social Security scam

Posted on November 3, 2019

Taxpayers should be on the lookout for new version of Social Security Number scam. The scammers are out there and they just don’t... Continue

Tax tips for teens with summer jobs

Posted on June 3, 2019
Tax tips for teens with summer jobs

By Bonnie Lee, E.A. With summer almost here, many students will turn their attention to making money from a summer job. Whether it’s... Continue

Seven reasons why your tax refund is so small

Posted on March 15, 2019
Seven reasons why your tax refund is so small

By Bonnie Lee For 2018 a complicated tax reform bill, the “Tax Cuts and Jobs Act”  took effect, promising to help the middle and... Continue

Here come the 2018 tax law changes

Posted on December 14, 2018
Here come the 2018 tax law changes

Late last year Congress signed into law the most massive changes in tax reform (Tax Cuts and Job Act – TCJA) since 1986. It is important... Continue

The new and improved (?!?) IRS form

Posted on July 27, 2018

With a straight face, the IRS recently released the new Form 1040. The form has shrunk from a two-sided letter-sized sheet to post... Continue

The new and improved (?!?) IRS form

Posted on July 26, 2018

With a straight face, the IRS recently released the new Form 1040. The form has shrunk from a two-sided letter-sized sheet to post... Continue

Total wellness? Don’t forget to get your finances in shape

Posted on January 27, 2018
Total wellness? Don’t forget to get your finances in shape

By Bonnie Lee — When we think of wellness, we usually think in terms of physical health, mental health, and spiritual well-being.... Continue

Are wildfires a taxable event?

Posted on October 26, 2017

My heart and prayers go out to those who suffered a loss during the California wildfires. The widespread destruction of life and property... Continue

Improvements to the IRS

Posted on September 19, 2017

The Internal Revenue Service has added several new features to their website. If you go to www.irs.gov, you will be pleased to find... Continue

The IRS dirty dozen tax scams

Posted on February 22, 2017

Not all tax scam are instigated by outsiders. Some normally honest folks succumb to the temptation to falsely inflate deductions or... Continue


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