Top review highlights

AI generated excerpts from the customers reviews
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Pros
1
Expertise in tax and IRS matters
“Mr. Lively's knowledge of the Internal Revenue Code and his ability to apply the tax laws to the facts and circumstances in this particular tax case has proven to be most beneficial.”
2
Successful resolution of tax and legal issues
“Mr. Lively was very knowledgeable in both the financial and legal sides of my situation. He provided excellent and personalized service in expediting my case and resolving my legal issues.”
3
Personable and trustworthy
“Mr. Lively is a very knowledgeable in a number of fields and handled my situation with complete satisfaction. This attorney takes pride in his clients.”
4
Valuable advice and guidance
“Dan's knowledge of the many laws, rules, and the subsequent changes is tremendous. He is personable and completely trustworthy.”
5
Long-term client relationships
“I've engaged Dan many times over the past 9 years and I have financially benefited from his knowledge pertaining to tax preparation and estate planning.”
Cons
1
Difficulty reaching the attorney
“Sometimes Dan is hard to get a hold of, but his responses and calls are thorough, calming, knowledgable and friendly!”
2
Lack of responsiveness and diligence
“Dan portrayed himself as an expert in negotiating short sales, he had our file for 6 months and never once contacted the bank or did any work on the file.”

All reviews

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22 May, 2019 by Heather
If it were at all possible to rate Dan Lively at negative Zero stars I would do so. He took our money, promised helpf to help us with our tax situation and we did not hear from him again. We contacted him every year FOR FIVE YEARS and it was the same answer, "The IRS is backed up due to tax cuts." Little did we know he was making absolutely no attempt to help us. Go elsewhere. You are in danger of losing money, not only to the IRS, but aldo to a greedy, self serving lawyer.
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20 Sep, 2018 by Jillian
I hired Mr. Lively at the Lively Law Group to handle some financial/legal situations during a very difficult time in my life. Mr. Lively was very knowledgeable in both the financial and legal sides of my situation. He provided excellent and personalized service in expediting my case and resolving my legal issues. Mr. Lively holds a CPA and was notably willing to offer advise in assisting me with creating a stable & more robust financial future. As a result, today my financial outlook is strong and continuously improving. I highly recommend his services for any legal matter needing a complete and quick resolution.
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07 May, 2013 by Chris
I did not think that I would ever get back in the system until I met Mr. Lively. My FTB and IRS matter were handled by Mr. Lively at the same time and now I have my life back. I cannot tell you the weight that this has lifted off my shoulders. Thank-you, Thank-you.
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06 May, 2013 by Jason
I have used several tax lawyers in the past and Mr. Lively is by far the most compassionate and understanding. He took the time to review and understand my problem and then recommended a course of action that was both practical and coat effective. I would absolutely use him again and I highly recommend him to anyone that has an IRS problem like I did. Problem solved and I can now move on with my life.
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29 Apr, 2013 by Lois
Dan is wonderful to work with. He takes the time to listen, he is honest and direct . I've worked with Dan on both my personal taxes and Trust needs as well as referred him to both family members and my clients.
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James Sweeney is unparalleled in his professional and easy-going handling of his cases, the meticulous research he engages with, and the drive to success in his cases. I can say that because he won my case. He aims to win and has the drive to follow it through to the end. If you need an attorney to go to bat for you, James Sweeney would be welcome on any team as a pinch hitter to get the job completed with everything given to that goal.
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23 May, 2017 by Anonymous
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04 Sep, 2024 by Ronald
I had an excellent experience with this firm. They were competent and reasonably priced. Blaine was excellent and delivered an excellent result.
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04 Sep, 2024 by Derrick stoebe
Blaine was fantastic to work with! He understood what my family was trying to accomplish with our case and his guidance led us to a positive solution. Would highly recommend to anyone looking for a personable, high quality firm.
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27 Aug, 2024 by Spencer forgey
Ryan and Blaine are absolutely outstanding. They were very clear, responsive, and professional every step of the way. I found their rates to be extremely fair, and the final result was better than I could have imagined. I can not recommend this firm enough!
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17 Jul, 2024 by Maranda idoni
Vanessa was assigned to my case and her and her team took care of everything. They made sure to communicate with me at every step and I can't say how much I appreciated it. My mother ended up getting into a car accident a few years later and I immediately reached out to Vanessa. I can't recommend them enough, they always get the job done!!
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07 May, 2024 by Megan jewell
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09 Mar, 2024 by Ariana rubin
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What Questions Should I Ask Before Hiring a Lawyer?

Hiring the right lawyer is crucial for the success of your case. Here are some important questions to ask during your initial consultation:

  1. What experience do you have with cases similar to mine?
    Ensure the lawyer has relevant experience in the specific area of law pertaining to your case.
  2. How do you charge for your services, and what are the estimated costs?
    Understand the fee structure, including hourly rates, flat fees, retainer fees, and any additional expenses.
  3. Who will be handling my case?
    Find out if the lawyer will handle your case personally or delegate tasks to other attorneys or paralegals.
  4. What is your approach to resolving cases like mine?
    Learn about their strategy, whether they prefer negotiation, mediation, or litigation.
  5. What potential outcomes can I expect?
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  6. How will you communicate with me throughout the process?
    Establish expectations for updates, preferred communication methods, and response times.
  7. What is the expected timeline for my case?
    Get an estimate of how long the process may take from start to finish.
  8. Do you have references from past clients?
    Testimonials or references can provide insight into the lawyer's professionalism and effectiveness.
  9. What challenges do you foresee in my case?
    Understanding potential obstacles helps you prepare and sets realistic expectations.
  10. Are there alternative ways to resolve my legal issue?
    Discuss options like mediation, arbitration, or settlement to resolve the issue efficiently.

Can a Lawyer Represent Me in Courts Outside of Newport Beach, California?

Whether a lawyer can represent you in courts outside of your city or state depends on their licensure and the jurisdiction of the court:

  • Within the Same State:
    Lawyers licensed in a particular state can typically practice anywhere within that state, including all cities and counties. They can represent you in both state and federal courts located in that state.
  • Outside of Their Licensed State:
    If your case is in a different state, the lawyer must be licensed in that state to represent you. However, there are exceptions:
    • Pro Hac Vice Admission: An out-of-state lawyer can request special permission to represent a client in a specific case in another state. This requires filing a motion with the court and often working in conjunction with a local attorney.
    • Federal Courts: If your case is in federal court, a lawyer licensed in any state may be able to represent you, provided they are admitted to practice in that particular federal court.
  • International Representation:
    For cases outside the United States, different rules apply, and the lawyer may need to comply with the foreign country's legal requirements or collaborate with local counsel.

It's important to discuss your specific situation with the lawyer to determine if they can represent you in the desired jurisdiction and what steps may be necessary to do so.

How to Check the Credibility of a Lawyer

Before hiring a lawyer, it's crucial to verify their credibility and ensure they're qualified to handle your case:

  • Verify Their License:
    Check with your state's bar association to confirm the lawyer is licensed and in good standing. Most state bar websites have an online directory for this purpose.
  • Experience and Specialization:
    Ensure the lawyer specializes in the area of law relevant to your case. Review their website, professional profiles, and case history.
  • Disciplinary Record:
    Look up any history of disciplinary actions or complaints through the state bar association's records.
  • Client Reviews and Testimonials:
    Read reviews on legal directories like Avvo, Martindale-Hubbell, Google, or Yelp to gauge client satisfaction and experiences.
  • Professional Memberships:
    Membership in professional organizations or specialty bar associations can indicate a commitment to their field and adherence to high ethical standards.
  • Awards and Recognitions:
    Honors from reputable organizations reflect expertise and a positive reputation in the legal community.
  • Consultation Assessment:
    Use the initial consultation to evaluate their communication skills, responsiveness, and willingness to address your concerns.
  • Ask for References:
    A credible lawyer should be willing to provide references from past clients who can speak to their abilities and professionalism.

What Should I Prepare for My First Consultation?

To make the most of your initial meeting with a lawyer, come prepared with:

  • Relevant Documents:
    Bring all documents related to your case, such as:
    • Contracts or agreements
    • Correspondence (emails, letters, texts)
    • Legal notices or court papers
    • Financial records (if applicable)
    • Evidence (photos, videos, receipts)
  • Written Summary:
    Prepare a concise written summary of your situation, including key dates, events, and parties involved. This helps the lawyer quickly understand the context.
  • List of Questions:
    Write down any questions you have about your case, the legal process, fees, or the lawyer's experience.
  • Financial Information:
    If your case involves financial matters, bring relevant documents like pay stubs, tax returns, bank statements, or invoices.
  • Contact Information:
    Provide details of any witnesses or other parties relevant to your case, including their names and contact information.
  • Personal Identification:
    Bring a valid photo ID for verification purposes.
  • Pen and Notebook:
    Take notes during the consultation to remember important points discussed.
  • Budget Constraints:
    Be ready to discuss your budget and any financial limitations so the lawyer can provide appropriate guidance on fees and payment options.
  • Openness and Honesty:
    Be prepared to discuss your case candidly. Full disclosure allows the lawyer to give accurate advice and anticipate potential challenges.
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