Thank you for work well done very excellent communication…read moreskill I will highly recommended and very professional staff respond time excellence thank you again very much Ming chin

Alex is both knowledgeable and professional. He's also really friendly and easy to talk to. He…read moreworks hard to solve the issues and doesn't hard sell you on a bunch of unneeded services. Note I'm a client of Alex's and generally meet him in the San Francisco office. Recently I was able to visit him in his Marin office for a quick consultation.

We recently worked with Amir to complete our family trust, and I truly cannot say enough good…read morethings about the experience. We had put this off for over 13 years because it felt overwhelming and complicated. Amir made the entire process incredibly straightforward, efficient, and surprisingly painless. He explained everything clearly, kept us on track, and handled the details seamlessly. If I had known how easy he would make this, we would have done it years ago. I'm so grateful to finally have this taken care of and highly recommend working with him if you've been putting it off like we were.

He is quick on turn-around, as others noted. If someone wants a quick, adequate trust and ancillary…read moredocuments, he will be able to provide them. He uses a service that provides four types of trusts, and he explains the difference between each one in simple terms. We had a trust and all of the related documents completed by the top firm in the area. Upon an independent review, one issue was pointed out to us. The firm that had been working with us was swamped so, based on all of Amir's reviews, we decided to have him make the revisions. We told him why we were there and that we would have his documents reviewed before we signed. He was given the existing documents and told the points that were especially important to us and the part that we wanted changed. We got a draft very quickly. Great turnaround. But, he missed some key points. It was also frustrating that he sent them in a format that couldn't be converted to Word or PDF and set the link to expire in 5 days. When asked about it, he said it was the platform and necessary due to the size. First, I edit books and size isn't the issue. Second, we checked on the platform and the user controls the parameters. We finally got the documents printed and hand wrote notes on them. We were irritated and frustrated by how little attention he paid to our requests to port over sections from the existing trust. He was hurt by our comments. For someone with his CV, I would expect him to know that business is not personal. But, he wanted us to apologize in order to move forward. Because he appears wedded to his forms, he didn't draft the sections that we specifically requested up front. When we pointed it out several times, he asked us to write it. What we wanted was not unusual or difficult, but it didn't fit his forms. He couldn't copy it from the existing trust. That was mind blowing given how many hours he billed us for reading our trust. When the documents were finally at a stage where we were satisfied, we told him that we were sending them for independent review, as we had previously stated. This seemed to upset him. Two last issues: first, my husband thought he was sexist and dismissive of me. I am used to men looking at other men when answering my questions, so I didn't notice it. Second, I wanted to pay via electronic payment. Amir said he took Zelle. I accessed the app and asked him to put in his information. I asked him to double check it. My bank sets a limit on daily transactions. He said that was because of my credit score--others had higher limits. I took affront to this. My credit score is great. I sent the money to the info he provided. It bounced. I had to work with the bank to unwind the transaction. I asked Amir to send me his Zelle QR code. Instead, he sent not one but two demands for the full amount to my Zelle account. Since a Zelle demand for payment in excess of the bank's limit cannot be made, I had to reject both. I tried to send him a payment for the allowed amount, but the flagged his request and my attempts to pay him as fraud and froze my account. Because Amir refused to follow simple instructions, I had to spend hours with bank fraud investigators to have my account restored and verified. I have had my account at the same bank since I was in kindergarten and we were encouraged to save. My husband was counsel for banks and has banked there even longer than I have. Because we have joint accounts, his were frozen. This meant that our quarterly tax payment, health insurance, and other vital payments were being held. All in, Amir turned out documents quickly. Was pricey compared to the firm we regularly used, and appeared to struggle with either taking directions from a woman, or drafting documents and following instructions.

My business had to close because of the Pandemic and we were, to say the least, devastated by it…read more The commercial space we occupied came after us with a vengeance but little did they know we had retained SuperMan, PHILLIP DIAMOND, from the Lerman Law Group. Phillip is a master at his craft (LAW) he responded with detail and strength he kept us apprised of our case and calmed all our fears. We believe that if it had not been for Phillip we would have had to pay a huge sum of money. We not only have gained a trusted reliable lawyer but a true friend I recommend Phillip Diamond of The Lerman Law Group for all your legal matters Superman will get the job done.

We were so fortunate to have happened upon Phil Diamond by chance after we'd moved out of state…read moreonly to have a contract dispute arise from our home sale. It is an emotional, frightening process but Phil will floor you with his meticulous preparation and attention to detail throughout your path to resolution, and it's remarkable for your representative to actually have such an elevated bedside manner, too-- we needed it, and upon resolution of the matter we consider him a friend. He's been around the block-- you'll receive incredible insight into likely options and phases of the process, and it meant the world to us to be able to have some expectations set as we sailed into foreign waters. We marveled at the quality of his communications with us and the other party, and he brings exemplary advocacy for your interests, with a wealth of stunningly clever and wise protections that will preserve your rights and seek only fair, advantageous compromises (if amicable closure is what you seek, that is... I wager if we'd wanted to draw out a protracted battle that Phil would've been the bulldog you'd always hoped to have in your corner). We can't recommend him highly enough, and welcome inquiries on his behalf if that would help your decision.

I can not speak highly enough of Chris, Anthony, Norma, Robin...the whole team at…read moreFrederiksen-Crawford CPAs. Frederiksen-Crawford has been doing our taxes for 4 years now and every single year they do a fantastic job leaving us consistently pleasantly surprised at the end of tax season. Our taxes are moderately complicated with some W2 stuff, some self-employment business stuff, rental property, property sales (capital gains), etc. and while some firms I have worked with in the past struggled to get it all correct and submitted on time, Frederiksen-Crawford has been meticulous about getting it all correct, on time every single year. They are professional, informative, easy to work with, diligent, and effective and make what could be a painful tax season feel fair and relatively painless. Thank you Frederiksen-Crawford! We'll see you next year.

Diabolical We were…read morelooking for a long term person to work on our taxes as expats from the UK, so we thought Chris would be the right person. We asked would they be able to take on our case before the tax deadline (a month or two before), they said they could and I pretty much provided all the documents needed in a few days. However a month or two later just before the deadline we were assigned to someone called Steven Daniel - he was without a doubt the absolute worst person we've ever dealt with in terms of client experience. He would ask us stupid questions like can we convert an image to a document for him to which I pointed out there are plenty of tools online for that. They filed an extension without telling us we would be liable for any interest. A month or so passes and they then start following up with questions saying they are nearly done. Another month passed and they upload the preliminary tax bill into their portal without telling us. The tax bill was a lot higher than expected, I clarified this with Chris, sent the money to the IRS and he said nothing more was needed. Another month passes and Steven emails us asking would we like to file the tax return. WTF Steven?!? The man is clearly an absolute imbecile and did not work out when I said we have paid the IRS (for which he was in the email) this means file the bloody return?!? I get a call from Chris apologising saying they will cover the interest. To this date I have never received this despite sending them the interest bill I paid off for several hundred dollars. For the luxury of all this madness, they charged me $1500. At that price I would be expecting a fairly high end service, this was beyond belief - I cannot fathom how they are happy to charge this for some of the worst professional service I have ever experienced. In short, steer clear unless you have more money than sense - if you hear the name Steven Daniel, run and do not look back.

I cannot recommend Michael Blackburg at Blacksburg Law enough. Estate planning can be a daunting…read moreprocess, but Michael made it incredibly approachable. From our first meeting, he was warm, friendly, and genuinely willing to spend as much time as we needed to understand the details. What impressed us most was his ability to think through scenarios we hadn't even considered. He didn't just fill out forms; he really looked at our specific situation and helped us plan for 'what-ifs' that were completely off our radar. If you are looking for an attorney who is thorough, patient, and a pleasure to work with, look no further than Michael.

Michael Blackburg and teams attention to detail was amazing! Anytime we had questions regarding…read moreour Estate Planning one of his colleagues either Liz, Allyson or Stephanie were quick to respond. I highly recommend Michael Blackburn and team.

I have worked with Tim Galusha on several real estate issues and he has always proved to be highly…read moreintelligent, punctual, equipped with vast knowledge and experience of real estate law and lastly, easy going. After working on a deal with him and another lawyer he showed integrity and a forthright nature that is rare in todays business dealings. I can't recommend him enough..

Wow. Estate planning. I don't know when it happened exactly, but I really feel like an adult now…read more I don't even own a home, but I did need a will & living trust & Thea educated me all about it. Her free workshop/seminar was sooo well worth it. Did I mention FREE? Even if you don't decide to use her or get your act together sooner than later with someone else, you will walk away learning something. This attorney rents out the Little Gym in Sausalito/Marin City & hires a sitter if you've got kids, so you can be engaged in her presentation without worrying about the tykes. (There were even yummy sandwiches, fruit & drinks catered. The way to this girl's heart is definitely through her belly!) If you choose to set up an appointment with Thea for a private consultation, you can get a coupon at the workshop. Check out: http://thealaw.com/ to see her next upcoming FREE events. Thea is a "real" person as is all of her staff I've met or talked to over the phone. She listens & isn't charging you by the hour, so you don't feel like you've got to rush. After all, you're discussing one of the most grown-up things you'll ever do. You shouldn't have to feel hurried making such big decisions. At least go to the seminar if nothing else, but I'll be surprised if you don't trust your estate planning (& more!) to this Law Office.

It's been a real joy working with Gabriel! Very professional, reliable, and…read more a real tax professional. After having relocated back to Marin after years away and in search of a new accountant, we were extremely lucky to find Gabriel and his team. No question would use in the future for personal taxes or any tax-related issues.

Just like some of the other reviewers, my business relationship with Gabriel goes back to the…read moremid-eighties. He's very knowledgeable about my self-employed, home-run business and always does a great job on my taxes. He's also advised me on tax-saving strategies that have become solid investments for me. Like another reviewer, he attended an audit and saved me about $5000 on that return, as I recall. I used to be a huge procrastinator which didn't make his job any easier and I'm surprised but pleased that Gabe didn't dump me as a client*. I now have a monthly accounting system in place that I designed myself, thanks to Google Sheets, so I can promptly and painlessly compile the previous year's info at the beginning of the tax year and get it to him in plenty of time before April 15. *I don't think he's the kind of professional that would dump a client, but I felt I probably deserved it at least once or twice! (-; Again, very professional, knowledgeable, and trustworthy...and a great guy to boot. Thanks for decades of great service, Gabriel.

I really appreciate Sona's hard work and expertise. Wether it's been simple or complicated, our…read moretax prep has been in excellent hands. Thank you!

Sona is the best. She's always incredibly fast, she's set up simple systems and always provides…read moreclear, useful advice. She's incredibly thorough and I'm so grateful to have someone who provides such trustworthy tax preparation. Thank you Sona!

Was referred to Tony's business and was set up with Cole for an assessment meeting…read more He went over what they offer and if they might be a good fit for me and my business. Cole was easy going, understanding, but most importantly didn't pressure me into signing up by any means which was big for me. Give these guys a shot or at least some time to ask some questions see if they're a good fit, high recommend!

I have no doubt these bros know their stuff, but they definitely don't want to talk to you using…read morebreath and vocal cords. That's what AI is for-- and they employ it liberally. I made the mistake of requesting an appointment. Here's what happens next: Lots of robo-texts and emails. I responded to one and booked an appointment 2 weeks out. I prepped for it. I told my students that I couldn't stick around after class to help them because I had an important call scheduled. I confirmed (by auto text) the appt. again yesterday (it was scheduled for today). But... They flaked about 15 minutes before the scheduled time, then 5 min later I got a friendly text reminder not to miss the appointment, which was a nice touch. I had to laugh at that, at least. The Dude's time is far more valuable than yours. You will find out minutes before your "scheduled" appt when Siri drops you a line.

My adult daughter and I met with Joe Barton to set up our revocable trusts/wills. Joe and his…read moreteam were fantastic! (Prior experience with another legal team had been unsuccessful and extremely frustrating.) Joe was knowledgeable, thorough, patient and very accommodating. Working with him was an extremely positive experience. I feel very fortunate to have found Joe, and highly recommend him .

Joe helped us with setting up our revocable trust and he was great. He made a complicated process…read moreseem easy and seamless. He also was clear concise and consolidated. I thought the process was going to be really expensive but Joe's fees were very reasonable. I would recommend Joe to anyone going through this process.