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Jeffrey David Katz

Jeffrey Katz’s Client Reviews

     4.5 stars 6 total

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  • 5.0 stars

    Posted by ED

    EXEMPLARY-OUTSTANDING-GREAT

    We had a very POSITIVE experience with Attorney Jeffrey D. Katz. He was VERY interested in our situation, very thorough, very competent and knowledgeable, took action immediately calling for necessary facts to assist us right there on the spot, gave good advice, very professional yet REAL, and gets to the root of a problem. We left his office in peace. WE HIGHLY RECOMMEND Attorney Katz as a professional source for legal assistance.

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  • 5.0 stars

    Posted by Sharon W

    Problem solved!

    Recently Counselor Jeffrey Katz proved to be the perfect resource for handling an unwelcome letter from the IRS about a previous return. The fact that I was in his office within days speaks to his efficiency and compassion, as well as to his experience with the IRS. Within an hour, the mess created by my confidence in an on-line tax service, my attempt to e-file my taxes myself, and confusion on the part of the IRS was effectively resolved by Counselor Katz to everyone's satisfaction. It's great to find such expertise, professionalism, and sympathy in one person when confronted with such a worrisome problem as facing the IRS . If you need tax advice or support, don't hesitate to ask him for help.

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  • 5.0 stars

    Posted by Jim

    Right on point

    Jeff represented my wife and I in our estate planning. After my wife passed he also helped with the probate on her estate. He is a very knowledgeable, compassionate and fair attorney. I feel lucky to have him on my side

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  • 1.0 star

    Posted by a Tax client

    I didn't feel he is the right person

    I hired him for my tax audit (2009/2010) .He stated that there nothing that he can do for 2010 audit.I sent a letter to IRS by myself and the issue was reasonably resolved. For my 2009 tax audit simultaneously he tried to sell me his state planning service and when I declined because I realized that information provided was not accurate he was frustrated discontinued to represent my case.

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    Jeffrey David Katz’s response: “Unfortunately, we were unable to continue our representation of the author, before the US Tax Court in connection with his tax audit. However, the author omits from his review that he actually retained our office to complete his estate planning. After we drafted documents for the author, and sent him copies of the drafts, he demanded a refund of the fees he paid for his estate planning. Unfortunately, having already completed the work, we were unable to offer a refund. The author then advised he would file a complaint with an employer assistance program (EAP) which referred him to our office, After the EAP program reviewed his complaint, and his retainer agreement, they advised him he was not entitled to a refund. He later advised us that he would continue to file complaints until he received a refund, despite The fact that he was advised that he was not entitled to a refund. The author has an outstanding balance due to our office, and may believe that he can negotiate a release from the balance due by ceasing to file these complaints. Despite the fact that we were unable to continue our representation of the author, we wished him well in his continued Tax matter.”
  • 5.0 stars

    Posted by Bob

    My dealings with attorney Jeffrey Katz

    Jeffrey Katz is our estate lawyer and has also assisted us in mortgage refinancing matters. He is very knowledgeable and helpful with regard to various technical details, and he has always been very pleasant in his dealings with my wife and me. I am a non-practicing attorney so I can appreciate the extend of Jeffrey's professional knowledge and ability.

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  • 5.0 stars

    Posted by a Estate Planning client

    Client Review

    Jeffrey Katz and I have co-counseld with one another on several cases. I never hesitate to recommend Jeffrey Katz to my clients who require counsel and representation in tax matters, estate planning or trusts.

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