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Kaye P Willi

Tax Attorney at Westerville, OH

3.9   7 reviews

also known as Willi Law Office, LLC

  • Licensed for 40 years
    State OH
    Acquired 1983
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Kaye

Learn Kaye’s areas of practice.

5
Practice areas
  1. Tax
    75%
    Whether you have received an IRS audit notice or need help with a tax lien, we can help. We represent individuals and small businesses throughout Ohio in tax audits, IRS appeals, and U.S. Tax Court. We can help you, too.

  2. Estate planning
    10%
    Your family's future is too important to leave to chance. We help you plan for income and estate taxes, as well as unexpected health emergencies. Let us give you the peace of mind in knowing that your family's future is secure.

  3. Probate
    10%
    By using specialized software and an experienced probate paralegal, we make every effort to handle your case as efficiently and as cost-effectively as possible. As a CPA, I will also ensure that you comply with state and federal tax laws.

  4. Trusts
    4%
    Whether to provide for a handicapped child, or minimize estate taxes, we can help you achieve your estate planning goals through the use of a trust. We have prepared hundreds of trusts for almost every purpose imaginable. We can help you, too.

  5. Wills and living wills
    1%
    If you prefer a simple will, there's nothing wrong with that. If you need a trust to accomplish your goals, we will certainly tell you so. However, if you can accomplish your goals with just a simple will, we'll tell you that, also.

Photos and videos

Location

Kaye Willi
635 Park Meadow Road, Suite 204
Westerville, OH, 43081-2872

Tax lawyers nearby

Reviews

3.9 / 5.0
  7 customer reviews
5 Star
 
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1 Star
 
29%
Posted by anonymous | August 9, 2021
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Very good advice
Kaye gave me a great alternative strategy to the one I had proposed and explained things clearly.
Response from Kaye Willi August 9, 2021
Thank you for reviewing me on AVVO. I'm glad I was able to recommend a solution to your problem.
Posted by Jocelyn | June 22, 2021
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Clear and concise
Kaye provided clear and concise information for a new work situation, and also highlighted audit flag issues that I would not have known to consider.
Response from Kaye Willi June 23, 2021
Thank you for taking time to leave a review on AVVO. It's nice to know that the readers on this forum appreciate our time and effort in giving advice. Thanks, again, for your review.
Posted by anonymous | April 22, 2021
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Very helpful
I consulted Kaye Willi on a probate matter and she was helpful and knowledgeable. I would recommend her regarding settling issues regarding estates.
Response from Kaye Willi August 9, 2021
Thank you for your review. I'm glad I was able to help you.
Posted by anonymous | February 26, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Very Satisfied Clients, Westerville, OH
When we received notice that we were being audited by the IRS we were in a panic. Everything I read suggested we seek professional legal guidance and not try to settle on our own. After an extensive search, we came up with Kaye and Julie at Willi Law Office in Westerville and we are so very glad we did. We followed their expert advice to straighten out my bookkeeping deficiencies, and observed their skillful representation of our best interests to the IRS. Bottom line is the whole process was over in a few months, a fair settlement determined and they even managed to have any penalties waived. Thank you Kaye and Julie!! We highly recommend the Willi Law Office, LLC.
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Posted by Mark | January 5, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Exceptional Service and Professionalism
Kaye handled my late father’s estate, which included a will as well as a living trust. There were also 5 separate IRAs, one of which had no beneficiary, so Kaye had to prepare and file something called a Qualified Disclaimer so my siblings and I wouldn’t experience a nasty tax hit. In addition to handling the probate and trust administration, Kaye also prepared my father’s final 1040 return, as Dad’s CPA had retired suddenly right before tax time due to a sudden heart attack. She also prepared and filed the income tax return for the estate. Throughout this whole process, Kaye did an excellent job of communicating with us, keeping us informed of where we were at in the process and what needed to happen next. We were extremely pleased with her thoroughness and professionalism and I would definitely recommend her services to my friends.
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Posted by Eric bognetti | February 4, 2024
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Rude
Absolutely rude to a question I asked I asked if there was anything I could do because employer did not take enough taxes out. Her response pay your taxes ins read of worrying why it was not taking
Response from Kaye Willi February 5, 2024
I'm sorry if you thought my answer was rude, but I suspect that it was just not what you wanted to hear. Unfortunately, because of the way this site is designed, I have no idea what you asked or what my answer was. But if you were one of the many people on this site wanting to sue your employer because the correct amount of tax was not withheld from your pay, I probably told you that your first priority should be to pay the tax that IRS says that you owe ---- and I stand by that advice. As to suing your employer, to be successful, you would have to prove damages, and having to pay tax is not damages, because you would have to pay tax in any case. So suing your employer would be a waste of you time and money. Again ---- probably not what you wanted to hear, but good advice all the same.
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Posted by anonymous | November 7, 2022
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Bad mannered and not knowledgeable
Kaye was very impolite and preferred to argue rather than admit she doesn't know the answer to question.
Response from Kaye Willi November 8, 2022
Why don't we talk about this? I have no idea at all what question you are even referring to. If you are the guy wanting to set up the hedge fund, then I stand by my response. I'm a legal professional and I wouldn't dream of setting up a hedge fund without first consulting (and paying) MANY CPAs and attorneys. Specialists in SEC law as well as tax law. And I wouldn't expect to get any kind of meaningful advice on the internet. The Avvo site is for people wanting answers to basic questions ---- not people who are contemplating complex and complicated legal or financial transactions.
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Cost

We have not found any cost information for this lawyer

Contact for Details

Resume

AVVO RATING 9.6 (Superb)

Work Experience

  • Attorney
  • Willi Law Office, LLC
  • 1996 - Present
  • Adjunct Professor
  • Capital University Law & Graduate School, LNC Program
  • 2000 - 2009
  • Legal & Financial Editor
  • Senior Source Magazine
  • 1999 - 2005
  • Attorney
  • William A. Morse, LPA
  • 1994 - 1996
  • Assistant Attorney General
  • Ohio Attorney General, PUCO Section
  • 1991 - 1993
  • Administrative Law Judge
  • Public Utilities Commission of Ohio (PUCO)
  • 1989 - 1991
  • Senior Tax Consultant
  • Deloitte Haskins & Sells (N.K.A Deloitte & Touche)
  • 1985 - 1989
View all work experience

Education

  • Duke Law School
  • JD - Juris Doctor
  • 1983
  • The Ohio State University
  • MA - Masters
  • 1980
  • Miami University of Ohio
  • BA - Bachelor of Arts in International Studies
  • 1976

Sample of Legal Cases

  • INDUSTRIAL ENERGY CONSUMERS v. PUB. UTIL. COMM.
  • Court affirmed cost allocation mechanism adopted by the PUCO.

Associations

  • Estate & Gift Tax Committee, Columbus Bar Association
  • Member
  • N/A
  • Probate Law Committee, Columbus Bar Association
  • Member
  • N/A
  • Tax Section, Ohio Society of Certified Public Accountants,
  • Member
  • N/A
  • Delaware County Bar Association
  • Member
  • N/A
  • Professional Advisors Group, The Catholic Foundation
  • Member
  • N/A
  • Columbus Estate Planning Council
  • Member
  • N/A
  • Worthington Estate Planning Council
  • Member
  • N/A
  • Central Ohio Planned Giving Council
  • Member
  • N/A
  • American Society of Tax Problem Solvers
  • Member
  • N/A
View all associations

Languages Spoken

  • English

Honors and Awards

  • Certified Specialist - Estate Planning, Trust and Probate Law
  • Ohio State Bar Association
  • 2003
  • CPA license (active)
  • Ohio Accountancy Board
  • 1987

Publications

  • The Probate Process from A to Z (National Business Institute)
  • Tax Planning and Consequences of Probate
  • 2011
  • Estate Administration Procedures: Why Each Step is Important (National Business Institute)
  • Ethical Considerations in Estate Administration
  • 2008
  • Drafting Effective Wills & Trusts (National Business Institute)
  • Basic Tax Considerations: What you Need to Know in Order to Choose the Appropriate Plan
  • 2007
  • Strategies for Proper Trust Creation (National Business Institute)
  • Recognizing the Different Types of Trusts
  • 2007
  • Probate Practice: The Essential Basics (National Business Institute)
  • Ethics in Probate Practice
  • 2006
  • Senior Source Magazine (1999 - 2005)
  • Various Articles
  • 2005
  • Making the Most of Your Legal Support Staff in Corporate and Real Estate Transactions (Ohio State Bar Association)
  • Estate and Business Succession Planning: Issues Affecting the Family Business Client
  • 2002
  • National Regulatory Research Institute
  • Regulating Electric Utilities with Subsidiaries
  • 1986
  • Duke Law Journal
  • A Review of Shipowners’ Statutory Duty Under Section 905(b) of the Longshoremen’s and Harbor Workers’ Compensation Act: Does Scindia Require a Change in Course?
  • 1983
  • National Regulatory Research Institute
  • Marginal Cost Ratemaking for Cogeneration, Interruptible, and Backup Service
  • 1981
  • National Regulator Research Institute
  • Budget Billing Plans for Electric and Gas Utilities: an Analysis and Some Recommendations for Change
  • 1979
View all publications

Speaking Engagements

  • Nationwide Adoption Academy
  • Tax Provisions Related to Adoption
  • 2017
  • Nationwide Adoption Academy
  • Tax Provisions Related to Adoption
  • 2013
  • The Probate Process from A to Z
  • Tax Planning Consequences of Probate
  • 2011
  • Stretegies for Proper Trust Creation
  • Recognizing the Different Types of Trusts
  • 2007
  • Drafting Effective Wills & Trusts
  • Basic Tax Considerations: What you Need to Know in Order to Choose the Appropriate Plan
  • 2007
  • CLE Seminar
  • Estate & Business Succession Planning
  • 2002
View all speaking engagements

Attorney endorsements

Received (4)
Given (0)
Endorse Kaye
Estate planning Attorney | Jun 19
Relationship: Fellow lawyer in community
"Ms. Willi's contributions to the Avvo community and her responses to questions reveal that she is a proficient and capable practitioner. I would wholeheartedly refer my family and clients to her capable practice. I endorse this lawyer."
Estate planning Attorney | Jan 10
Relationship: Fellow lawyer in community
"Mrs. Willi is an excellent advocate for her clients. I would not hesitate to recommend her to a client in need. She is also an asset to Avvo Community, providing invaluable resources to those seeking help."
Estate planning Attorney | Jan 05
Relationship: Fellow lawyer in community
"The direction and guidance that Attorney Willi provides to those in need of direction on Avvo is accurate, concise, and uniquely tailored to the asker. She presents the qualities of an excellent attorney, I endorse Attorney Willi."
Tax Attorney | Dec 15
Relationship: Fellow lawyer in community
"The answers of Ms. Willi are consistently accurate, analytic and customized to the needs of the Avvo asker. These are exactly the qualities that every client would look for when hiring an attorney."
This attorney hasn't created any attorney endorsements recently on Avvo.