Reviews
Top review highlights
Pros
1
Excellent legal expertise and tax planning services
“The best Tax Lawyer. We have used in for 30 plus years. Never audited.”
2
Personalized and attentive service, even with a large client base
“We've been using Jerry for 7 years now and have only been more satisfied with his services as time goes on. No matter how many clients he has, I've never felt like a number to him and he can always recall our last discussion.”
3
Formed corporations and processed tax returns for clients
“They have taken care of both my wife and I personally as well as our two businesses for many years now. Some of the nicest warmest folks to work with. Not to mention Jerry and co formed both corporations for us as well as processed all year end returns.”
Cons
1
Potential issues with tax filing accuracy and responsiveness
“They have taken care of both my wife and I personally as well as our two businesses for many years now. Some of the nicest warmest folks to work with. Not to mention Jerry and co formed both corporations for us as well as processed all year end returns. Couldn't be happier with the service.”
2
Alleged unethical behavior in handling client funds
“This guy purposely withheld will funds from family individuals”