The worst tax attorney firm, big turnover, no follow through. They bill, bill, bill and get no…read moreresults. At the beginning of February I asked that they work on Offer and Compromise with the IRS and only that. I was billed $8,000 between February and March and they had not even started the Offer and Compromise. I asked for an accounting of that billing so I would know what the work was that generated the billing since I had asked only for Offer and Comprimise, I recevied a supewrvisor over the phone who blew up over the request, she was nasty and out of line. That is an acceptable request, the firm did not seem to think so. Don't waste your money or time with this firm. They run around in circles and get nowhere with accomplishing the work that was asked of them. The IRS not only froze my accounts but also garnished those accounts while I was represented by this firm. Horrible. I reached out to Glen Frost over this and he did not even have the professional wherewithall to reply. Needless to say they were fired!

Great and billing, horrible at following through. As a client we were able to get more info and…read morepush our process along with IRS while our assigned lawyer waiting on response and billing for every interaction. Gave 2 stars as process is still ongoing and maybe our lawyer may know what she is doing.

Victor L was pleasant and helpful. Services requested are his specialty and he was very clear in…read morehis answers. Cost of using this firm is competitive with other local firms

I cannot recommend. My initial appointment for a will/AMD/POA was in May 2023. My recollection is…read morethe attorney said the documents would be ready in July. I contacted the attorney in late September about the status of the documents. Received an apology and a "I am conducting a final review of your draft documents and will have copies of the drafts for your review today." Wow, what a coincidence. I did get them shortly thereafter, along with the bill for the balance of the payment. They did not waste any time generating that! The thing is, the documents were obviously generated by a wills program and there should not have been such a long delay. Moreover, the documents were not complicated. If you are military/retired/entitled to JAG services, go to your JAG office, it will take less time, cost you nothing, and you get the same documents. Due to a recent sizable inheritance, I will need to do a special needs trust and other instruments in the near future but I will be finding a more responsive attorney/firm to handle them.

Beth B. Was very good and on top of the process. She definitely knows and understands estate…read moreadministration and showed she cares about the client Recommend her to those needing this service Pricing at this firm is higher than other local firms

Like many other reviewers have commented, they are not helpful at all to heirs executing a…read morerelative's trust. Even if you are a named co-trustee, they will not provide any trust documentation without a court appointed document stating they must. I have never heard of a law firm that refuses to acknowledge a co-trustee's right and fiduciary obligation to carry out the trust. I would give zero stars if I could.

I couldn't write enough good things about Chesapeake Financial Planning. I have been using them for…read moreover 15 years at least. My parents, uncle and aunt, cousins and brother uses them as well. They have moved from College Parkway to their new location which is much easier to access from RT 50 near the "Red Hot and Blue". I also love the Highs gas station nearby, but that's another story. :) They are great for quick and easy tax preparation, financial consulting, IRAs, 401K rollovers, etc... I can handle doctors, dentists, needles and even surgery, but financial advisors give me the willies. However, CFP and especially Julie, made me feel so much better and I finally feel as if I'm in control. It's really worth making an appointment and just get in there and talk to them! I can sleep better tonight knowing they are helping.

From the owner: Chesapeake Financial Planning & Tax Services is a financial and investment* advisory firm located…read morein Annapolis, Maryland. Chesapeake Financial Planning recognizes this and provides our clients personalized financial services by helping them to reach their goals and objectives through personal financial planning and prudent use of stocks, bonds, partnerships, fixed annuities and insurance services (life, health, long term care, disability).

I was in a car accident back in 10/2022. I required an attorney to handle my case because the party…read moreat fault had no insurance. The Law Offices of Joel L. Katz assisted me with my case and medical care. My first source of contact was Jennifer Clark who is the Senior Paralegal. Ms. Clark was wonderful with provided information and listening to my concerns. This senior paralegal knows her stuff and makes sure she retrieves all proper information to build your case. A BIG thank you for always taking the time to assist with all my questions and concerns. (Even during my frustrating moments) Jennifer was able to negotiated my medical care/bills, she kept track of all my medical care and bill statement. Provided wonderful referrals inwhich I received great care. My direct attorney who handles my case was Ronald Katz. When I was unable to get in contact with Ms. Clark, Ron made sure I knew he was available any time via phone or email. One of them was always available to answer questions or concerns. Ron provided a quick response and was persistent to reach insurance companies. We had some issues receiving response from the insurance company and Ron made sure to keep me updated every attempt he made. Ron looked out for my case and made sure I was receiving the best offer. Ron was clear every step of the way making sure I understood the next step if I was unhappy with my offer. Ron's knowledge and professional experience help my case receive the max offer without going to trail. They were prompt with paperwork submission to complete the case. Ron's professionalism and customer service is spectacular. I received my payment express delivery. Ron took the time to hand deliver my settlement check to my home. As we all know how some mail can be delayed during the holidays. My case closed perfectly during the end of the year holidays of 2023. Extremely grateful for their services and highly recommend them. They have joined the Lopez family as their attorney. I will seek their service in the future if I require them. Thank you again!

Fantastic service! Great Staff! Knowledgeable! It is only ABOVE AND BEYOND for these people!…read more I brought these folks one ugly Workers' Comp case. They did not flinch. Ron Katz took the helm of an amazing Team: Clint Allgair and Jennifer Kennedy took the lead on one side... Jessica Bhagan took the lead on my WC claim and Joyce Burton was my paralegal point of contact. Across the board the experience has been exceptional! When an attorney from another firm tells you how exceptional Clint Allgair is, you are impressed with your choice of representation. BUT, when you are leaving a Workers' Comp hearing, and a prominent Baltimore city attorney pulls you to the side to tell you how smart and keen your Lawyer was in there: Referring to Jessica Bhagan... You are really happy with your choice of Law firms. And I am. Calls are answered, emails are promptly returned, and they happily answer all questions, even the dumb ones.