Top review highlights

AI generated excerpts from the customers reviews
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Pros
1
Exceptional tax expertise and knowledge
“She knew more about things than I could ever had thought of and with that knowledge came a big tax savings.”
2
Diligent and hard-working
“She puts alot of effort in your case and doesn't just try to squeeze you for every dime she can.”
3
Excellent communication and responsiveness
“She was always available to answer any questions we had and to advise us on what steps to take.”
4
Compassionate and understanding
“She is also very understanding with any family situations by helping in huge ways.”
5
Trustworthy and transparent
“She was honest to explain to me the lien issue. I was so satisfied with the advice that I recommended 110%.”
Cons
As a result of the analysis of reviews about this lawyer, no significant cons were found.

All reviews

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17 Mar, 2022 by Víctor martínez
She was honest to explain to me the lien issue. I was so satisfied with the advice that I recommended 110%.
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27 Dec, 2019 by Jay
Charlotte is one of a kind, phenomenal and in our eyes the best tax lawyer. She took care of back to back tax preparer audits. She stayed calm and collected during difficult times with the IRS agents. Charlotte gave us the confidence we needed to overcome the obstacles and never let us feel like we were alone. Pressure was a catalyst to her great work. We cannot thank her enough. Thank you for everything Charlotte. Truly appreciate your hard work and dedication. Best wishes always to you and your family. God Bless you all. Sincerely, Jay
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21 Dec, 2018 by Jon
Before I contacted Charlotte, I had some trust issues when it came to lawyers due to some shady ones I met to in the past. She puts alot of effort in your case and doesn't just try to squeeze you for every dime she can. In my case, I ended up owing IRS just under $30k in back taxes. But yet, even after paying her fees, she still managed save me quite a bit of money. She is definitely a lawyer I would recommend to anyone.
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21 Nov, 2017 by Andrew
Charlotte obtained my tax transcripts for the past 17 years and advised me how to proceed. I was initially charged a very modest 'retainer' to get the ball rolling. After receiving dozens of documents and having several extended phone conversations, our business was concluded without any further invoices! I'm shocked. I got a happy outcome for an absolute bargain price. She, and her staff, really are exceptional.
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25 Jun, 2017 by Ellyha
I was so blessed to have found such a magnificent lawyer with superb knowledge. She helped me with my IRS situation and got them to ease my tax bill, an almost impossible one.. I recommend her fully. There is no other that can really talk and negotiate with the IRS. She is also very understanding with any family situations by helping in huge ways. I really am so appreciative of all her expertise during my time with her. Charlotte is a God sent to me.
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20 Feb, 2021 by Hugh bowen
Impressive and professionally done website. I know one of their partners so I really expected nothing less.
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18 Mar, 2013 by Therese
The group I represent had several very technical legal questions that we needed answered very quickly. Ms. Bertrand listened carefully to our problem, asked several questions on issues we had not even considered, and was able to get back to us with a detailed answer and recommendations on how we should proceed in a timly manner. Our group has never had full time legal consultants, but we do now. We highly recommend this firm and Ms. Bertrand in particular. She was very personable, easy to understand and she answered our question in a way that was easy for us who do not speak "legalize" to understand.
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10 Sep, 2024 by George brundige
He is a very nice, and upfront lawyer and I would recommend him to anybody. Thank you so much!
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28 Aug, 2024 by Tim carter
Couldn't ask for a better person to handle my case Jeff is the man,knows what he is doing,ty Jeff
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26 Aug, 2024 by Anthony rojek
The experience with the Law Office of Jeff Lotter was amazing. The people there are concerned and follow through and follow up every step of the way. They work diligently to get the most appropriately favorable outcome possible. My disposition was amazingly favorable. I highly recommend the talents of this amazing office to anyone with a legitimate issue that requires favorable resolution! Thank you Jeff and staff!!
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FAQs
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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?
    While no lawyer can guarantee results, they can provide an assessment of possible scenarios based on their experience.
  6. How will you communicate with me throughout the process?
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  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 Orlando, Florida?

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:
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  • 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:
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  • 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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