From Trusted Accountants to Dedicated Tax Advocates:

The Story of Rubicon Tax Relief

For over 40 years, Dr. Jong Lee built a reputation as a trusted financial expert, guiding individuals and small businesses through the complexities of taxation. As the founder of The Lee Accountancy Group, he didn’t just crunch numbers—he helped people build financial security, grow their businesses, and plan for the future. His firm became a cornerstone of the Oakland community, providing tax and financial solutions to countless clients.

But over the years, Dr. Lee saw something troubling.

Behind the financial statements and tax returns, there was a growing number of people struggling under the weight of tax debt. Hardworking individuals, small business owners, and families found themselves caught in an overwhelming cycle of IRS notices, penalties, and mounting liabilities—often through no fault of their own. Some had trusted the wrong advisors, while others had simply fallen behind due to life’s unexpected turns. The IRS was relentless. Clients were losing sleep, facing wage garnishments, and living in fear of what might come next. Dr. Lee knew he couldn’t just stand by.

A New Mission:
Fighting for Financial Freedom

Determined to make a difference, he decided to shift the focus of his firm entirely. No longer just an accountancy group, his practice would become a lifeline for those facing IRS and state tax challenges. Thus, Rubicon Tax Relief was born—a firm dedicated solely to tax resolution, negotiation, and advocacy.

This wasn’t just a business decision—it was a calling.

At Rubicon Tax Relief, we believe that no one should have to face the IRS alone. Our mission is to help individuals and businesses break free from tax burdens, regain control of their finances, and move forward with confidence.

With decades of expertise, deep-rooted community values, and a passion for financial justice, Dr. Lee and his team work tirelessly to:

  • Reduce or eliminate tax debt through settlements, offers in compromise, and penalty abatements.
  • Negotiate directly with the IRS so clients never have to.
  • Stop aggressive collections, wage garnishments, and liens.
  • Help clients achieve long-term financial stability through smart tax strategies.

Rooted in Community, Committed to You

Dr. Lee has always believed that small businesses and individuals deserve a second chance. His service to the Oakland community extends beyond tax relief—he has held leadership roles in the California State Office of Economic Opportunity, the San Francisco Asian Art Museum, and the Oakland Economic Development Commission.

For his commitment to financial education and advocacy, March 5, 2004, was officially proclaimed “Dr. Jong Lee Day” in Oakland—a testament to his lifelong dedication to helping others succeed.

At Rubicon Tax Relief, that same spirit of service drives everything we do. We are not a national chain—we are a local firm that genuinely cares about your financial well-being.

If you’re facing tax debt, IRS collections, or financial uncertainty, we’re here to help.