Based on 17 reviews
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Posted by Chris, a Tax client, Flag
I did not think that I would ever get back in the system until I met Mr. Lively. My FTB and IRS matter were handled by Mr. Lively at the same time and now I have my life back. I cannot tell you the weight that this has lifted off my shoulders. Thank-you, Thank-you.
Posted by Jason, a Tax client, Flag
I have used several tax lawyers in the past and Mr. Lively is by far the most compassionate and understanding. He took the time to review and understand my problem and then recommended a course of action that was both practical and coat effective. I would absolutely use him again and I highly recommend him to anyone that has an IRS problem like I did. Problem solved and I can now move on with my life.
Posted by Kathy, a Divorce client, Flag
I have worked with Dan extensively through my divorce, taxes, and setting up my family trust. He is very efficient and trustworthy and is an expert in all his fields. I would highly recommend him to anyone.
Posted by Lois, a Tax client, Flag
Dan is wonderful to work with. He takes the time to listen, he is honest and direct .
I've worked with Dan on both my personal taxes and Trust needs as well as referred him to both family members and my clients.
Posted by Eric, a Tax client, Flag
I was referred to Dan Lively by a colleague of mine. I needed guidance/assistance on a Franchise Tax Board matter that came up. After meeting with Dan and discussing my situation, it was clear this attorney was the person I wanted handling my case. Dan is a very knowledgable in a number of fields and handled my situation with complete satisfaction. This attorney takes pride in his clients. I was kept abreast of the progress of my case throughout its process.
Posted by Lori, a Tax client, Flag
Mr. Lively handled a tax situation for us with the utmost professionalism. He is clearly well versed in this field. He is extremely approachable and a good listener. Taxes are a scary topic for most people. Dan took the worry away. He is genuinely concerned about his clients. Our tax matter was resolved and Mr. Lively saved us thousands of dollars. We will continue to use Dan in the future for all tax matters.
Posted by Pat, a Tax client, Flag
Mr. Lively took over my IRS case. Before I retained Mr. Lively I could not sleep at night worrying about my IRS problem. Once Mr. Lively began my case I felt like a tremendous weight was lifted from my shoulders. I did not have to meet with the IRS anymore and I was kept up to date with what was happening on a regular basis. I could not be more pleased with the outcome. I would definitely recommend Mr. Lively if you have an IRS problem.
Posted by Jake, a Tax client, Flag
Dan and his team have helped prepare my corporate and personal tax returns for almost ten years. During this time, he has proven to be an invaluable resource, advising and providing counsel related to significant decisions that resulted in the avoidance of previously unforeseen pitfalls and easily tens of thousands in savings. I will be a client of Dan's as long as he continues to practice law, which hopefully will be a very long time.
Posted by Jerry, a Tax client, Flag
I've engaged Dan many times over the past 9 years and I have financially benefited from his knowledge pertaining to tax preparation and estate planning. Without hesitating I would recommend Dan for clients needing tax preparation or guidance in estate planning.
Posted by a Divorce client, Flag
Dan has provided with so much help throughout everything. He's given me so much information and security.
Posted by Allen, a Tax client, Flag
Mr. Lively has been the CPA / Attorney for my wife and I for many years. My wife owns a law office and I'm employed in city government. Mr. Lively's knowledge of the many laws, rules, and the subsequent changes is tremendous. He is personable and completely trustworthy.
Posted by a Tax client, Flag
Mr. Lively represented me in a matter with the IRS and resolved my tax problem as promised. I would recommend his work as a tax attorney to anyone that has a problem with the IRS.
Posted by a Banking client, Flag
Mr. Lively took on Chase bank for me in a litigation matter and was able to beat the banks claim that I owed them money. I was able to enter into a settlement with the bank whereby I owed no money. This was an awesome and unexpected result.
Posted by a Bankruptcy client, Flag
Dan portrayed himself as an expert in negotiating short sales, he had our file for 6 months and never once contacted the bank or did any work on the file. I finally contacted the bank on my own and found out that even after we had an offer on the property he still didn't submit the request for a short payoff. Now we're facing a trustee sale.
Posted by a Tax client, Flag
Dan is the man when you need help with the IRS. He prepared and won an offer in compromise with the IRS for me. He realized that I was in an unfortunate, but advantageous situation, and felt we had a good chance given the IRS guidelines. He was right! The hard part was the waiting. Sometimes Dan is hard to get a hold of, but his responses and calls are thorough, calming, knowledgable and friendly! Thank you again Dan!!
Posted by Edward, a Tax client, Flag
Mr. Lively's services were engaged for representation on an income tax audit which is currently ongoing. Mr. Lively's knowledge of the Internal Revenue Code and his ability to apply the tax laws to the facts and circumstances in this particular tax case has proven to be most beneficial. I would highly recommend Mr. Lively's firm to anyone needing tax return preparation or needing representation before any tax agency.
Posted by Mike, a Corporate client, Flag
We have used Lively & Assoc for many years. He set up our corporation and has helped us with legal matters since. He also does our corporate tax returns. Dan has many talents since he is an attorney & real estate broker and his knowledge has been extremely helpful over the years.