Based on 15 reviews
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I reached out to Isai Cortez back in 2013 after I had been fed up with receiving notices from the IRS that they were trying to collect on my past due debt. They placed a lien on my credit report and as you can imagine a lien from the federal government doesn’t make you an ideal candidate for any kind of credit. I’ve seen many commercial for “Tax Attorney’s” who can help settle debt for pennies on the dollar. But let’s be honest, most of the time they sound like infomercials prying on late night television viewers.
At first I was very weary of trying to settle and had no idea what the “offer in compromise” program consisted of, but Mr. Cortez explained it to me and after being out of options decided I would give it a try.
The process itself was VERY slow and at times I became doubtful that we would ever reach an offer with the IRS. Mr. Cortez along with Jason Peart and the rest of his team had warned me of this, but I never expected it to be so long. The IRS likes to set strict deadlines for documentation they require and at times it was stressful but again Isai and Jason, worked with me around the clock and held my hand throughout the entire process.
Truthfully, I did not think the IRS would even want to settle on my $120,727, but they did and they did for $500, yes you read that right five hundred. I am extremely grateful for the hard work, honesty and dedication of Bismark Tax and I would recommend anyone I know to give them a try.
I was really rattled after my initial encounter with the IRS auditor, and called Isai after reading some reviews on yelp. He was very helpful, and took my case on, even though it was a rather small amount of tax due. I wanted a tax attorney to handle this, someone to push back against what i saw as an abusive, uncooperative auditing session. Isai not only knocked my tax due down from $6100 to $1950, he confronted this auditor (after confirming my belief that she was being unprofessional) and called her bluff with a possible letter to her superiors, then, after being kicked out of the interview, going back to her (at her request) and getting my numbers cut by 2/3. Thank you, Isai! I will be back. Too bad there's not 6 stars! You would get them from me.
Trust me don’t use anyone else but Bismark Tax. I used my tax preparer for two separate IRS audit years because his service included free audit representation. Big mistake, especially seeing my preparer was an Enrolled Agent not a CPA or Attorney like Isai at Bismark. My preparer gave me horrible advice which lead the IRS to drag in a third year to audit which was not smart at all. I of course fired my preparer and hired Bismark Tax immediately. This was the best decision so far. Isai was able to do his magic as a tax attorney and turn my horrible situation into a great outcome. A little background on Isai. His rates are very reasonable. He is very detail oriented and picks up his phone every time I call; unlike my preparer. I can tell that Isai really cares about you and is always looking out for your best interest. He is definitely not like your usual attorney who is all about the $$. I will be recommending Isai to all my friends and family. Don’t make my same mistake. Hire Isai as soon as you receive that dreaded IRS letter in the mail.
Having arrived at Isai office in an panic and with a lot of concern--Let face it I was a big baby having been to so many other legal professional. Needless to say I was a handful to deal with at the time. Isai is as good as it gets when it comes to an attorney who understands taxes, and the laws surrounding them. He works hard for his customers! He established a quick level of trust and sense of calmness when what seems to be a dead end situation. He constructs his explanation is fact and simple context so you can understand the situation clearly. He is beyond patient.
His assessment was accurate and the outcome was as he stated. I learned a lot form Isai. Did I say that he was PATIENT and alway responsive and reassuring. Thank you Isai. Isai is the 3rd tax attorney I worked with and he was the finest of them all. As a tax lawyer he had the most important characteristic that none of the others had... PROFESSIOALISM.
I am very happy with Isai. He knows his stuff, is very approachable and easy to work with. I'm grateful to him for walking me through a difficult audit.
I can't say enough good things about Bismark Tax. After not filing taxes for 20 years a judgment for approximately 80 thousand plus dollars was filed by the IRS. I was sent probably 200 letters by attorneys trying to get my business, which made me skeptical of all of them. When the IRS began taking my entire paycheck, I was left with no option but dealing with my tax issues I discovered Bismark tax and Isai via the Internet and reviews on yelp and elsewhere. I was very skeptical of him as I have never had a good experience with lawyers but I was more terrified at the prospect of dealing with the IRS myself, so I met with Isai and I liked him, although I was still apprehensive and my friends were advising me not to get an attorney. I myself was thinking that paying him to file my taxes might be a waste of money and that I should file them myself, but considering he filed 10 years worth I consider the money well spent. In the end he was cheaper than if I had used an accountant. When I decided to hire Isai I had just had eye surgery and was unable to drive he came to my house to pick up my payment and paperwork which was above and beyond my expectations. He has also, always been available to talk with me on the phone and to meet with him at his office. He has also been very honest and straightforward about what he could and couldnt do to help me, unlike the offers I had received in the mail which promised the world. He did not give me all the deductions I wanted or thought I deserved but I either did not have adequate paperwork to back them up or he felt they would not pass an audit. So far I have only paid him to file my taxes and I'm now at the stage where I need to pay him to negotiate with the IRS. As I had pretty much given him all the money I had, and the IRS was taking my entire paycheck he managed to get my tax liens removed temporarily so I can at least make some money to live on and of course pay him. He even spent three hours on the phone with the IRS on tax day April 15 in order to get the IRS to fax the suspension of the lien to my employer before my check was taken which will allow me to pay my rent and bills this month. I will let you know how things turn out over the next year but if you are considering hiring Bismark tax and dealing with your tax problems I highly recommend this firm.
Isai Cortez and Bismark Tax, Inc. assisted me in dealing with over 12 years of tax issues totaling over 6 figures in tax debt and penalties into almost nothing without any games or deceit.
If you are tired of being overwhelmed and are looking for someone who you can HELP you (who is not "full of it"), the do yourself a favor and reach out to Isai Cortez and Bismark Tax, Inc.
Isai just closed my case with the California Franchise Tax Board. The net result was that I did not have to pay a penny to the FTB.
Isai was confident from the second that I explained the issues that I would have a favorable outcome. Unlike any attorney I have used previously, Isai returns calls quickly (less than an hour), acknowledges receipt of e-mail correspondence and works fast.
Before retaining Isai I checked his reviews and was suspicious of them being all positive (I have never seen an attorney with all positive reviews before). I retained him regardless and it proved out to be a smart decision.
If I ever have a tax problem again, there is no question that Isai will be the first person I call.
Great experience with Isai. Highly recommended! Trustworthy and dedicated professional with attention to detail. Helped saved my family thousands in back, unfiled taxes.
I am in awe of the integrity and work ethic of Isai !
I apologize to Isai for not getting this up sooner.
I pray you're NOT going to sue me for loss business as a result !! ;) lol.
I got notice of A IRS FULL COMPLIANCE AUDIT (one month after President Obama’s IRS Scandal)
I filtered Yelp looking for an attorney, as I knew I was going to need one. Plus, I’d rather give my money to an Attorney then to the IRS. Isai did NOT let me down on this intention. I saved paying beyond what otherwise I may have paid, my time included, had I not had the good Blessing of Isai's expertise. !
Isai was one of the first to show up on Yelp, and to me, had the best reviews.
We met, I explained my situation. He listened; asked a few questions. When I was finished, he started to talk, and the more he talked, the more I realized he was The One to handle this. I slept good at night too.
As we talked, discussed, and Isai explaining IRS motivations, modus-operandi, past US Government Actions (2007) causing AND increasing taxpayer noncompliance behaviors over time; arriving at present IRS audits to "motivate" all taxpayers to "VOLUNTARILY COMPLY"; we discovered we had a lot of similar views. This added additional validation that Isai is “The One” for my tax issues.
An even bigger exceedance of my expectation was he charged a flat fee !!
In the end, he and his staff seem to put in many hours putting my audit together. He saved me a lot of time having to deal with the details and nuances of an audit, a FULL compliance one at that. Up front, it was time consuming for me = getting all the receipts, and other documents, and recalling why I had my now ex-accountant prepare the returns the way I did, that Isai needed for Audit day.
He is very patient waiting for additional or missing, yet needed documents; very non-judgmental, and was very good at jogging my memory when he knew from experience, there was a better, or more correct answer.
Realize it is to ensure the best result on, and after, Audit day !
After Audit Day, He was responsive to my calls to get clarifications about responses I would get as a result of Audit Day.
I began to feel guilty by this and still feel I owe him more !
Thank God for his integrity that he is good with the fees paid . . . I think ??
The audit is done! ! ! I am a poster boy for the IRS.
“PAY UP the LEGAL AMOUNTS OWED TAX PAYERS;
AND NOT A PENNY MORE !!!! “
Isai also negotiated the final amount owed and the terms of how it is being paid.
I know it was Isai and his staff’s hard work, his structure for putting Audits together, experience of inter acting with the IRS, that saved me significantly more money, has my paying what I owe; through his expertise, knowledge of tax law, knowledge of changing motivations of HOW and WHY the IRS is collecting Revenue, and inter acting with the people at the IRS.
An Added Bonus that I was not aware of at the time IS Isai has Street Smarts !!!. I am talking about Hispanic-Ghetto-Gang Member (EX-MEMBER! ! ! ) type street smarts! When I met him, and as the process progressed, I thought I was dealing with a person who was raised with mid-west values and in a sheltered, gated style, community. Wow. Thank God for this growth.
He has truly come a long way, and I admire the result of his hard work to get up to and through law school ! ! !
(I presume passed California Bar exam 1st try ??? lol, as my comparison to John Kennedy, Jr (deceased) 5 tries at the New York Bar !!)
I would recommend retaining the services of Isai NOW, before he has to control demand for his services by RAISING his retainer Fees, his Hourly fees, and STOPS offering flat rates !!
I intent to use Isai for all my future Tax or Balance Sheet related issues.
I am NO Longer living in the paradise State of California. Isai he is set up to do the work !!! No matter where I live . . . Thank God for Isai. I am very satisfied with his work !