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Review Highlights - TaxHelpers

I would sometimes return to find a month-old email from Alex asking for a signature or some simple action.

Mentioned in 19 reviews

Read more highlights

Law Offices of Robert L Goldstein

Law Offices of Robert L Goldstein

(65 reviews)

Financial District

When I contacted the law firm of Robert Goldstein, I had seven years of unfiled and unpaid taxes,…read moreand the IRS was threatening me with levies and seizures. I was in a panic, had no idea how to work with the IRS, and certainly had no way to pay the tens of thousands of dollars of past due taxes, interests, and penalties. Mr. Goldstein and his staff immediately put my mind at ease. I began to understand what the various steps would be, what documents I would need to file, and learned that the levies against my bank accounts would be lifted. The letters from the IRS stopped, and my anxiety began to calm down. Over a period of time, his staff collected all of the necessary documentation from the IRS so that we could file the missing returns. Although I had many questions, they were always patient and informative. Finally, they drafted an Offer in Compromise, which the IRS accepted. This saved me a very large amount of money. I couldn't be happier with the efficiency, supportive communications, and of course, the final result. Don't make the mistake of expecting a CPA to handle the complexities of dealing with the IRS; you need an experienced tax attorney. It's the best investment you could make.

Rob and his staff are the best. Has helped me several times with the IRS. He is quick to respond…read moreand always polite. He does everything he says he is going to do and if something can't be done he is quick to say it. I trust Rob and his staff and would not hesitate to refer him to anyone that has a complicated tax situation, or to just file a tax return. Linda R.

Buchanan Law Group

Buchanan Law Group

(16 reviews)

Financial District

Theyve been there many years, now it's come time to return and ask about things in the archives …read more I'm sure we will come up with something . The Buchanan's have been family friends for years . I will be back you'll here this story on its entirety . What motivated me to return was a little pretty gal . Or else I would be a sitting duck .

Josh was amazing from the start to finish. My husband is on probation and owes restitution he pays…read moremonthly. His last PO only asked him to let him know where he was going he never stated any knowledge about a travel permit. So when we moved my husband got a new PO. at this point we wanted to go to Disney then the outer banks for our honeymoon and when my husband advised the new PO it took her months to get back to us which she denied because of his restitution. By this point it was August, everything was paid for, and we were getting married 9/15/2023. We were both completely panicked as i spent a lot of money booking this honeymoon for us. We were introduced to Josh through a friend and he couldn't have been more amazing. I gave him details and documents showing this was paid by me so my husband could continue paying his restitution but time was of the essence. josh was able to get us into see a judge and plead our case a week before the wedding. He presented him with all details and we were granted a travel permit. We will forever be grateful to Josh as he was able to allow us to celebrate our marriage on a honeymoon. He calmed my nerves and was so knowledgeable we would not use another lawyer after dealing with Josh and we could not be more grateful for all he did for us.

Flex Tax and Consulting Group - Google Highly Rate Veteran Led Business

Flex Tax and Consulting Group

(165 reviews)

North Beach/Telegraph Hill

Working with Chris at Flex Tax was an outstanding experience. From start to finish, he kept us in…read moreconsistent communication, never leaving us guessing about where things stood. No matter how detailed our questions got, Chris had thoughtful answers and took the time to explain things every time. Chris genuinely made the process feel easy and stress-free. Highly recommend Flex Tax to anyone looking for top-notch service that is efficient and affordable!

Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

Law Office of Shirley Tam - Trust and Estate Lawyer

Law Office of Shirley Tam - Trust and Estate Lawyer

(1 review)

North Beach/Telegraph Hill

When you are dealing with your estate and things that you trust it is important to have someone you…read morecan trust and who is knowledgeable. Especially, when dealing with issues of inheritance and leaving trusts for your family. She is highly knowledgeable and even though I dont really trust anyone with my estate. I feel confident that I can trust and work with her for my family's needs. Great Lawyer!

From the owner: - Shirley initially worked as a tax attorney at a large accounting firm and while she enjoyed tax…read morelaw, she realized she wanted to help people. Then, one fateful night, Shirley's uncle happened to ask if she prepared living trusts. He was concerned about his children should anything happen to him on business travel. Shirley then realized that estate planning law was the perfect field for her. For 8 years, as a trusted estate planning lawyer at law firm in Los Gatos, Shirley handled all aspects of estate planning - from drafting the estate planning documents, trust and probate administration of a decedent's estate to also trust litigation. At the end of 2009, Shirley declined an offer to become partner at the Los Gatos firm and decided to start her own estate planning law practice where she could put the clients first and practice her way. A knowledgeable, hard-working and compassionate lawyer, Shirley is focused on providing the highest level of service and products to her clients

TaxHelpers - taxlaw - Updated May 2026

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