Jeffrey David Katz

I've worked with a lot of professionals before, but I have not seen anyone as responsive as this guy. He called me back right away and was right on top of my matter. He also sent me about a dozen text messages and e-mail reminders each time we had an appointment and kept following up with me on fol...low up steps. The only real issue was that he was a bit OCD on the follow-ups, and I don't think that I really needed as many prompts as I got, although I didn't supply the information that they asked for right away, and they kept asking me for it. Also, while the advice was good, they really kept it very granular and producing step by step charts and letters like I had no idea what I was doing, and needed to be walked through. So while that's good for some people, I thought I got a bit more attention than I really needed. Finally, they followed up with me a few months after we finished the project to ask whether I needed anything else, and how satisfied I was with the work. I did appreciate the follow-up and didn't think they were being sales driven at all when they called.

I spoke with four other attorneys before I went with Jeff. I retained him for assistance with my estate planning. Initially I thought I wanted a will, but I really had no idea what other options existed. Jeff was extremely thorough in evaluating all of my assets and laying out four different plans to... accomplish my goals. He ultimately counseled me not to go with the two more expensive options and felt that he could achieve similar results for a lot less. I found his pricing to be upfront and fair. He was more expensive then two of the lawyers I had previously seen and a fraction of the cost of two others. I really liked the flat fee approach he offered.

I had the rare privilege of working with Mr. Katz on my estate planning and my mother's estate administration. He was an empathetic and effective advocate for my position and really helped my family out at a difficult time. We had a prior attorney who didn't understand our needs, but Mr. Katz came ...at our situation with a different and refreshed approach. Our prior attorney had indicated that we could spend well over $20,000 in legal fees, but Mr. Katz was able to resolve our issue for a small fraction of that cost.

**DESPERATE BLACK FAMILY** My wife and I required representation for a tax audit because of a rogue IRS auditor for multiple tax years. We spoke to the law office and let them know what we could afford up front. In the process of working with the law office we paid double what we could afford and was... billed beyond our retainer without our knowledge. We ended up owing them in upwards of $18,000! This did not include the CPA (which shares the same office) that wanted to charge us $2500 per year for services! We did use the CPA for one year and realized the taxes were done wrong again! With discovering this we sought help from another tax office for help and our issues were resolved. Now we have an outstanding bill from JDKatz in which they seek payment for. We should not owe them anything. Clearly there has to be some sort of common sense being as though this is a law office. Be very careful when using this law office!

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.