Bonnie Lee founded Taxpertise in 1982 to represent taxpayers in audits, offers in compromise, tax problem resolution, tax preparation, tax planning, and to help non-filers safely re-enter the tax system. She is the author of "Taxpertise, The Complete Book of Dirty Little Secrets and Hidden Deductions for Small Business that the IRS Doesn’t Want You to Know.” Her office is at 450 2nd Street West, Sonoma, CA 95476 Contact her at 935.1755 or [email protected]
Heads up for new Social Security scam
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
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
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
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
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
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
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?
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
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
Not all tax scam are instigated by outsiders. Some normally honest folks succumb to the temptation to falsely inflate deductions or... Continue
