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    3 years ago

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    People searched for Estate Planning Law 206 times last month within 20 miles of this business.

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    McGrath & Spielberger - Attorney Jason McGrath

    McGrath & Spielberger

    (2 reviews)

    Thank you so much for your help with our situation with the Internal Revenue Service. I had…read moreprepared and paid my taxes correctly each year, but the tax service I used for 4 years did not file them properly. Instead of penalizing my tax service, the IRS penalized me, even though I filed and paid my taxes every year. Originally, I considered hiring a Tax Resolution Service to represent me. But, after reading reviews for those companies, it appeared to me that many of their clients were simply trying to reduce their tax debt. In my case, I had done everything right, and I did not want to be labeled or looked at as someone who was just wanting to have their taxes reduced. I wanted the fines eliminated!!! At first, I tried to explain my situation on my own to the IRS. They denied my request the first time to eliminate my fines, as they said that even though I used a tax service to prepare my taxes, the results were still my responsibility. Finally, I hired this law firm to represent me in an appeal. I have no idea how you explained the situation better than I did, but I just received letters from the Internal Revenue Service stating that my account for those years was settled and paid in full. Thank you!!!! Thank you!!! Thank you!!!! I was facing around $15,000.00 in fines, and those fines were settled with the work you did representing me. I hope many people read my review and see what you could possibly do for them Sincerely: Danny Smith Statesville, NC

    Jason and Team did a great job of managing our mortgage loan modification and assisted my wife and…read moreI in getting better terms with our lender. Terms that will likely make our long term situation better. His team utilized their existing relationships with my lender to speed up an otherwise bureaucratic process to make the process easier and with a result.

    Culp Elliott & Carpenter

    Culp Elliott & Carpenter

    (1 review)

    SouthPark

    This law firm is a winner and a keeper! I can personally attest that Culp Elliott & Carpenter…read moreprovides their clients with a rare combination of both: (a) unsurpassed legal expertise, experience, and reputation; and (b) an approachable, down-to-earth, understandable, and respectful client relationship style, which values results over ego. As a former practicing attorney, I place an extremely high value on this hard-to-find blend of attributes and attitudes. So did my late father, an "old school," self-made, and unpretentious guy, whose mantra was "what's the bottom line" of an issue. He felt very fortunate in his career, and he wanted the fruits of his life's success to end up in the hands of his family and his community's charities, not with "Uncle Sam." With CEC's help, that's exactly what happened! Having been represented for decades by a number of Charlotte's largest and oldest "downtown" law firms, Dad wisely selected Culp Elliott & Carpenter over 20 years ago. CEC helped him, over time and through thoughtful, informed, forward-thinking, and adaptive planning and execution, to achieve his estate planning goals. After Dad's passing, CEC ably handled the administration of his estate. The process was managed extremely efficiently and effectively, despite numerous business, tax, and family complexities. And, the estate tax results were outstanding! This excellent relationship continues today, with CEC partner Paul Hattenauer handling both my and my wife's estate planning, as well as that of my adult children. Paul is blessed, in abundance, with both extraordinary legal and people skills. In addition to his vast breadth and depth of knowledge in highly complex matters, Paul is a great listener, a clear communicator, a strategic thinker, a practical and results-oriented practitioner, and a genuinely great guy. It is simply a pleasure to work with Paul Hattenauer. Despite the length of this review, I rarely write reviews. However, I would feel remiss if I did not HIGHLY recommend CEC to those in need of expertise and experience in sophisticated estate planning and administration of complex trusts and estates. Five stars, without a doubt! Scott Gorelick Charlotte, NC

    Scott Boyar, CPA

    Scott Boyar, CPA

    (11 reviews)

    SouthPark

    We've used Scott for 4 years now. He and his whole office are fantastic! I would not hesitate to…read morerecommend to family and friends. Scott is the most enthusiastic and passionate tax professional I have ever met. He has answered all of our questions thoroughly so that we understand for both personal and business. Personally, I have never had an issue reaching Scott to discuss something or any of his colleagues via phone or email. That being said, if it is Jan - May I only ask time sensitive questions where I need an immediate answer or are pertinent to our current tax filing. If there are any other items I want to clarify or talk through something with him, I wait until it is not tax season to pick his brain. He is proactive in filing for an extension should one be needed. We've used him to file in multiple states or just NC/federal and he has done a great job. Knock on wood we've never had an issue and feel very confident with his guidance, advice, prep and review methods. Additionally, the person he referred me to to teach me quickbooks was INCREDIBLY knowledgeable and helped me learn quickbooks from the ground up. She is always available if I reach out with a query. Overall 10 out of 10 and we will continue to use Scott.

    Mary at the front desk was rude and dismissive. This business isn't accepting new clients as of now…read moreanyway. Mary hung up on me as I was trying to ask a follow up question. My subsequent call went unanswered.

    Marsh Law Firm - estateplanning - Updated May 2026

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