Reviews

Gerrard Grant worked tirelessly with a short time frame to help us close an important business transaction and navigate the legal complexities. This was does with consummate professionalism and personal attention at every step. I couldn't recommend his services more.

My family and I decided to relocate to Puerto Rico and start a new business there but we were not sure what the tax implications were with our existing business that we would be leaving open in the mainland United States. Mr. Grant was very knowledgeable about Exit Tax and we retained him to collaborate on assessing our potential tax liabilities after reviewing an appraisal performed on our business. Mr. Grant reviewed the appraisal and prepared a Memorandum detailing our specific situation so we could navigate our transition smoothly and with peace of mind. If you are making a similar move, I highly recommend engaging with a professional like Mr. Grant. Making a big move outside of the 50 states is complicated enough on a personal front, and having professionals taking care of your business needs in the process is priceless!

After weeks of searching, I was lucky to find this friendly but highly competent law firm. I needed guidance dealing with the IRS and potential back taxes because I was in the process of amending three years of c-corp filings done incorrectly by my previous accountant. Attorney Gerrard, collaborated with my new CPA and diligently guided me to a significantly better outcome had I not hired him. Highly recommend him and this firm.

We were notified by the IRS that the LLC owed a substantial amount in Foreign Partner Tax Withholding in the midst of the Covid Pandemic. The Withholding had been paid, but via another IRS filing method. Mr. Grant contacted the IRS and outlined a path to resolve the error. His expertise and follow-up has proven invaluable in a complicated foreign partner tax matter.

After a CPA we hired could not settle a tax dispute with the IRS we found another CPA who looked at our file and immediately referred us to Mr. Grant. Mr. Grant took great patience in writing several letters to the IRS and conducting phone calls on our behalf with the IRS, Mr. Grant was successful in the resolution of our claim for the entire amount in dispute plus interest. We are very happy with the professional advice Mr. Grant gave us while presenting our case to the IRS. His patience, persistence and diligence was unwavering. We are very grateful to Mr. Grant for his knowledge of tax law and the kindess shown to us. We would have no hesitancy in hiring Mr. Grant for future representation or in recommending him.

There are so many attorneys in Florida, we did not know who to choose. Our financial planner recommended Gerrard. He helped us with our estate planning. He has a very pleasant personality, is communicative, answered all our questions and was flexible in terms of scheduling. We left feeling that we would do business with him again.

If I have learned anything in my life, it is to hire a great lawyer. Gerrard Grant met with my husband and I after a friend highly recommended Mr. Grant as the attorney to solve our 2016 Form 1040 puzzle. Late in 2018 I realized that my personal replies to all the threatening communication received from the IRS was fruitless. I was frustrated and emotionally exhausted. Plus all of the underpaid tax owed was immediately paid to the Treasury and identified as a mis-calculation by our accountant and due in 2016 Personal Income Tax. Yet the IRS continued to harass and threaten us with underpayment penalties and mounting interest fees. We retained Gerrard Grant to handle our case, and although this situation was unique, his tenacity and skillset navigated his plan through profession contacts, tax courts, appeals, and demonstration of IRS tax code inconsistency. It is now 2021, and Gerrard Grant stood fighting our battle through the audit. There are few taxpayers who come out ahead against the IRS, but soon our struggle will be over. The Department of the Treasury admitted changes to our 2016 Form 1040 resulting in refund. Thank you Mr. Grant.

We hired Gerrard to help us with a complex IRS issue. The complexity was magnified by the pandemic and the closure of many IRS offices. Mr. Grant did far more than fill out forms and wait for answers. He leveraged his personal contacts within the IRS, formulated a game plan, and executed the plan with 100% positive results. I was more than impressed. He did exactly what he said he would do and corrected an injustice for us. We could not possibly be more happy with our choice to work with Gerrard. He will be my one and only call for legal service in the future.

Mr Grant provided us with an extensive and thorough Operating Agreement. He was extremely thoughtful and patient as we made many adjustments to fit our needs and those of our partners. He worked in an efficient and timely manner and providing immense value as he delivered a service that was above and beyond.