SUMMARY: I paid $95 for an initial 10-minute phone consultation which was everything I hoped and…read moredreamed. Mr. Klasing answered all my questions and gave me a path forward. DETAILS: I have an S Corporation and an atypical situation with no clear way how to handle it. I asked AI about one idea I had for handling it, but she said that was likely illegal, and the situation was complex enough that she needed to refer me to a tax attorney, and suggested Mr. Klasing. I checked out the firm's website and saw that I could schedule online, that was super-convenient. Same-day appointments were available. It was $95 for 10 minutes, and I expected to hear on the call that my case was too complex for just ten minutes and I'd need to reschedule for an hour, or worse, pay for a few hours of research at $XXX/hr. Instead, Mr. Klasing was familiar with the situation, said I had three options, and explained the pros and cons of each one, concurring with AI that my idea was illegal and I should pick one of the other two. Getting an expert resolution, the same day, and for only $95, is a bargain and a relief. Note, the firm offers this service for only an *initial* consultation; you can't keep paying $95 for additional 10-minute consults.

Really helpful and prompt. Appreciated the friendly and informative advice…read more Also gave me some good pointers and helped me feel good about the complicated stuff involved. Highly recommend his services.

Alex helped me resolve a sticky international tax issue involving foreign accounts I inherited. I…read morecontacted Alex after I became concerned that I hadn't properly reported the accounts. He was clearly knowledgeable and provided clear options. I appreciated his professionalism and patience.

The IRS audited my tax return and questioned some personal and small business deductions I had…read moreclaimed. I called Alex on my accountant's recommendation. I'm really glad I did. He helped me understand the audit process and prepared my response. There were certain records that I had lost, but he suggested alternatives that the IRS accepted. Even better, he showed up at the audit for me and I never actually had to talk with the IRS. He definitely did a better job than I could have done on my own and I didn't have to pay any penalties. I'd definitely recommend hiring Alex to deal with an IRS issue.

Another tax year book closed. They are amazing. I organize my documents and submit them online…read more Then like magic my returns are prepared, submitted, and I know they were done right. They are tax experts and the only ones I will trust to handle my complicated assets. Worth every penny spent for their services.

We went with Sarah Nagel having moved from the Inland Empire area last year. I believe her office…read moreis in the Weisz & Weisz building. We found her to be knowledgeable, efficient and technology driven.

As an attorney myself, I'm very selective when referring or working with counsel outside my area of…read morepractice, and Brian Chew exceeded my expectations. Estate planning is not my specialty, and he took the time to clearly explain each component of the process in a way that was both thorough and practical. He is extremely knowledgeable, detail oriented, and communicates complex concepts in a straightforward, understandable manner. I felt confident in his guidance throughout and appreciated his responsiveness and professionalism. I would not hesitate to recommend Brian to anyone in need of a skilled and reliable estate planning attorney.

I'm so glad we came across this attorney... Do yourself a favor and book Eric Lund ... he is super…read moreefficient, very knowledgeable and literally booked us within a week and got all of our paperwork signed and done... he was sooooo informative, literally answered all questions and was just amazing. I will be coming back here and beyond referring to anyone that asks!!!

Fast response and met with Irene in person! So far, she's been great and smooth in the process.read more

used Irene for my taxes two years in a row. While the returns were passable, her communication and…read moreprofessionalism were absolutely not. This year, she simply stopped responding altogether. no replies to multiple follow-ups, no updates, nothing. My brother had already stopped working with her the year before due to the same issues: chronic delays, lack of urgency, and total disregard for deadlines. If you enjoy being ignored after turning in all your documents on time, getting ghosted after multiple emails, and scrambling to file extensions because your tax preparer vanished. then by all means, work with Irene. Personally, I'm done. Completely unprofessional and unreliable. Good riddance.

2nd time doing my taxes with Jeff. Him and his team did a fantastic job with my returns and future…read moretax planning strategies

I've been going to Jeff for about 12 years. He does a great job trying to educate you around taxes…read moreand really takes the time to go through your situation even during the busy tax season. I would hands down recommend giving him a try.