Rubicon Tax Relief | The Lee Accountancy Group

Rubicon Tax Relief | The Lee Accountancy Group is an Accountant serving individuals, families, rental property owners, and small business clients from its office in Oakland, CA. Located at 363 13th St Ste 300 in downtown Oakland, the firm is known by many clients as a practical place to get help with tax filing, tax relief questions, bookkeeping structure, and more complex accounting situations. With a 4.7 rating from 76 reviews, it has built visibility among local clients who want professional guidance that feels personal, clear, and grounded in real tax experience.

Clients often mention the team’s attention to individual needs, especially when financial details are not simple. Reviews describe Mr. Lee as knowledgeable, approachable, and experienced, with staff members who are kind, respectful, skilled, and attentive. For people dealing with multiple income sources, rental property expenses, bookkeeping setup, or a new business structure, Rubicon Tax Relief | The Lee Accountancy Group can be a fit when they want an accountant who can look beyond basic forms and help organize the bigger picture. The office also offers online services that some clients find easy and convenient, which can matter for busy professionals in Oakland and the East Bay.

The firm’s work appears especially relevant for tax preparation, personal tax filing, accounting for rental property income and expenses, bookkeeping support, and IRS-related matters. One customer shared that Mr. Lee represented them in an IRS audit and helped achieve a favorable decision on a refund claim, pointing to experience with higher-stakes tax issues. Another described coming in with a complicated situation after buying a rental property while also working full time, then receiving help from the first inquiry through tax preparation and structuring. These details make the business useful for clients who want more than a seasonal tax appointment and need steady guidance around compliance, records, and planning.

The atmosphere described in positive reviews is professional but personable, with humor, responsiveness, and a helpful staff environment. At the same time, like many service businesses, the firm has mixed feedback, including at least one strongly negative review about a consultation experience. That makes it wise for new clients to ask about process, timing, fees, document requirements, and communication expectations before starting. Regular hours are Monday, Wednesday, and Friday from 9:00 AM to 5:00 PM, with Tuesday, Thursday, Saturday, and Sunday closed, so scheduling ahead is important.

For Vietnamese-owned business owners, local families, real estate investors, and professionals looking for an Accountant in Oakland, CA, Rubicon Tax Relief | The Lee Accountancy Group offers a local option for tax and accounting help with documented experience in both routine and complex matters. Its downtown Oakland location, client-focused reputation, and background in tax relief and IRS representation make it a business worth considering for anyone who values knowledgeable accounting support and a more personalized approach to financial paperwork.