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    Instant Tax Solutions

    5.0 (1 review)
    Closed • 8:00 am - 5:00 pm

    Services - Instant Tax Solutions

    Audit and conflict resolution support

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    8 years ago

    Ian the owner reached out and tried to make amends and straighten out the misunderstanding. That's good enough for me. Thanks Ian.

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    The Law Offices of Eric J. Wexler, CPA

    The Law Offices of Eric J. Wexler, CPA

    (10 reviews)

    Éric and his staff were very professional in helping us complete our will and associated documents…read more His background as a CPA and attorney were very helpful as we decided on how to help our children prepare for their roles in handling our affairs. We were most pleased by his insights that made us pause and reflect on our priorities and his endless patience and time to this process.

    My experience with Eric Wexler was below expectations. I setup a consultation for a question…read morearound doing a Roth IRA conversions. It involved some partial rollovers into qualified plan from IRA preceding the conversion. I had done a bit of research but wanted an expert to validate the specifics of my situation. While other attorneys I've met with in the past on other topics have a free consultation to validate they are in a position to help; Eric charges $250 for the initial conversation which is an in person meeting. He doesn't offer a first 5-10 minute phone discussion to ensure he is a fit or the need. After about a week, he called to say what I was specifically trying to do wouldn't work. I requested him to send any specific reference to the law section; IRS publication; or articles as his evaluation was contrary to what I was finding myself. He said he would send me something, but never got back to me. There was some additional up and back with questions as I sent him some IRS material after he never got back to me per above. Eric is not responsive, going weeks without a reply. He emailed me on Nov 9th apologizing that he'd been on a big project, and would reply soon. It is now Dec 2nd and still not heard. My perception is that my question was not in Eric's wheelhouse, familiarity with current rulings regarding rollovers to qualified plans from an IRA of earnings, leaving the basis behind in an IRA. In the end I felt like I wasted time and $250 without clarity. To his credit, at least he never asked for more than the initial consultation fee. But regardless I still feel as though I don't have a solid answer and would he would have been better for him to simply decline to engage on the topic during the initial meeting if this wasn't the type of thing he could get to resolve quickly or he didn't have bandwidth.

    Instant Tax Solutions - taxservices - Updated October 2026

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