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Reviews
Top review highlights
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.”
