Taxpertise ~ Bonnie Lee

Bonnie Lee

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The coronavirus and your taxes

Posted on March 26, 2020

The Shelter in Place mandate is in place, and it’s a little freaky out there. All these crazy changes to our way of life, to our... Continue

Coronavirus and your taxes

Posted on March 21, 2020
Coronavirus and your taxes

California is under the Shelter in Place mandate and it’s a little freaky out there. All these crazy changes to our way of life,... Continue

Do I need to file a 2019 income tax return?

Posted on January 29, 2020

You may realize that your income is below the threshold for filing a 2019 income tax return and to save the irritation and fees for... Continue

Four common tax errors for small businesses to avoid 

Posted on December 18, 2019

Tax planning is essential for all businesses, no matter the size. Being in business for oneself can be very intense. Not only do you... Continue

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


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