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    Scott A Morrison

    3.0 (2 reviews)
    Closed • 8:00 am - 5:00 pm

    Services - Scott A Morrison

    Estate planning

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    Safeguard Law - Mr. Aris X. Hart is admitted to practice law in D.C., and Maryland, and to represent taxpayers before the IRS nationally.

    Safeguard Law

    (16 reviews)

    Cleveland Park

    Upon the death of my mother, I become trustee for her living trust. Upon assuming this…read moreresponsibility, I discovered that she had failed to file federal or state income taxes for a period of six years. During this time, she sold her primary residence and moved her residence from California to Virginia. In attempting to resolve this tax problem, I contacted two CPAs. One absolutely refused to involve himself in the matter, and the second ghosted me after our initial consultation where I described my issue. Aris X. Hart, Esq., and Safeguard Law quickly and professionally untangled this very complex tax situation for me. In accomplishing this goal, Aris and his team contacted the Social Security Administration to obtain several SSA-1099s, and several other entities to secure 1099-Rs, 1099-INTs and 1099-DIVs issued during this six-year period to develop a complete picture of my mother's tax situation. Aris and his team also contacted county records in California to develop a complete picture of the sale of my mother's primary residence in California. At the end of the day, Aris prepared thirteen state and federal returns. Throughout this work, Aris was extremely professional and regularly updated me on his progress in untangling my mother's tax problems. He demonstrated compassion, painstaking attention to detail, and was clearly motivated to help me in any way possible. As a result, I can without hesitation provide Aris with my highest recommendation. I look forward to working with him in the future.

    Unfortunately, in the time since working with this firm, other issues have arisen due to the lack…read moreof communication, lack of direction, and overall lack of accountability. As a result, I'm having to course correct some things that I went to this firm, that was supposed to specialize in it, for. Years later. You see my star update, do with that what you will, take that as you may.

    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.

    Scott A Morrison - estateplanning - Updated October 2026

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