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Mark M. Mockensturm

Tax Attorney at Toledo, OH

4.3   6 reviews
  • State Years
    Michigan - MI 11 years
    Ohio - OH 30 years
  • Licensed for 11 years
    State MI
    Acquired 2012
    Status
    Active in Good Standing No misconduct found
  • Licensed for 30 years
    State OH
    Acquired 1993
    Status
    Active No misconduct found

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

About Mark

Learn Mark’s areas of practice.

5
Practice areas
  1. Tax
    40%
    Combined Legal and Accounting Practice Concentrating in Tax Problems, Controversies, Audits and Tax preparation and planning.

    31 years, 1,500 cases

  2. Business
    15%
    Business purchases and sales. Liquor permit transfers and violations. LLC, Partnership and Corporate formations. Business Disputes.

    31 years, 300 cases

  3. Bankruptcy and debt
    10%
    Aggressive debtor representation. Mortgage Modifications and Short Sales.

    31 years, 400 cases

  4. Divorce and separation
    10%
    Pre-nuptial agreements, custody disputes, dissolution

  5. Estate planning
    10%

  6. Employment and labor
    5%
    Employment contract disputes, wrongful discharge

  7. Probate
    5%

  8. Real estate
    5%
    Real Estate Purchases and Sales. Property Disputes. Real Estate Tax Valuation Appeals. Mortgage Modifications and Short Sales.

    31 years, 175 cases

My training as a CPA and an attorney gives me unique insight into legal and accounting issues and helps me give our clients a well rounded representation experience. We are a one stop shop for small to medium sized business and individual investors. We are also uniquely qualified to help with estate and other life planning matters, including debt counseling, mortgage representation, student loan negotiation and asset protection. I have assembled a great staff of financial and legal talent who all share my commitment to providing the best possible representation for our clients.

Photos and videos

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Location

Mockensturm Limited
1119 Adams St, 1st Floor
Toledo, OH, 43604-2726

Reviews

4.3 / 5.0
  6 customer reviews
5 Star
 
83%
4 Star
 
0%
3 Star
 
0%
2 Star
 
0%
1 Star
 
17%
Posted by Morris Eaton | November 25, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Tax & estate planning experts!
A wise and respected friend of 40+ years referred me to Mockensturm & Associates several years ago. I’ve found them to be of the highest caliber and integrity. Kudos!
Posted by Angela | June 19, 2015
Estate
I worked with Mockensturm's for my fathers trust/estate which included a wrongful death claim. I was new at being an executor so the staff was very helpful in guiding me thru the process. They were also very helpful in meeting with my other siblings to explain all the details when needed. Mockensturm's also worked with our wrongful death attorney to finalize all the details for the settlement, and any tax issues.. I am very satisfied with the outcome and their knowledge and professionalism that I have an appointment to have them handle my own trust and estate.
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Posted by Jim Smith | June 18, 2015
Tax Issues Resolved
Mark's team at Mockensturm, Limited in Toledo , Ohio has helped me overcome what to me were daunting and overwhelming Issues with the IRS that had been plaguing me for a long time.. There Knowledge of the inner workings of the IRS combined with their Responsive and Friendly Manner truly made me feel at ease . I was kept informed with each step in the process explaining in layman's terms the effects and consequences I was facing. In the end everything worked out much better than I could have ever dreamed . And still better yet my IRS Tax Issues are Resolved. If you have IRS issues that need addressed on a trustworthy and personal level I Highly Recommend Mockensturm, Limited... Thanks Mark for a job well done.
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Posted by Jim | August 20, 2013
Integrity, Service, One stop shop. Truly professionals!
I've worked with Mark and his team for over 15 years for all my business and personal legal and Tax filing needs. One stop shop. Truly professionals and gives great meaning to the word Counselor.
Posted by jennifer | August 20, 2013
IRS Payoll Tax Problems
Mark saved me when the company I worked for had unpaid payroll taxes. All other tax professionals were telling me quit your job you are going to be held responsible. Mark saved the day. I got to keep my job and eventually the company tax problems got resolved by Mark.
Posted by Dennis | June 15, 2015
Unsatisfied with results achieved
I first met with Mockensturm Limited back in January 2014, to explain the tax issues I had with the IRS as a result of negligence on the part of my investment broker to properly represent all the facts regarding an investment they recommended to me. When I learned of the consequences resulting from the transaction several months later, I contacted them for help. When they advised me that there was nothing they could do, I asked them to allow me to listen to phone conversations I had with them relative to the investment. They refused my request. I explained the situation to the IRS, and they would not take it into consideration when I pointed out that I actually paid taxes they claimed I owed.   At my first meeting with Mockensturm Limited, they advised me that we would address the problem on two fronts. They would contact my broker and ask for a revised 1099R form, and possibly compensation for the inconvenience and stress caused from dealing with the IRS. And later, an attempt was made by a Mockensturm attorney to get them to produce the phone calls. The second front would be with the IRS in getting them to forgive the tax payments they show due, but in fact, were actually paid. As I look back, I should have asked for a written strategy and expected results. This would have helped, since at times, I didn't have a clear vision of what was to happen next.   Both fronts were attacked, but with no favorable results. Neither of the two parties would give us what we wanted. At this point, I decided to file a complaint with FINRA against my investment advisor. While they wouldn't agree to issuing a revised 1099R form, they did agree to let us listen to the phone calls made relative to the investment. This result came from my idea, and from my effort. Matthew, one of the attorney's I was working with, and I agreed that the calls supported what I had said all along about the broker's lack of clarity with their recommendation.   Some time after this, I made several calls to the IRS, and met with their agents a couple of times in Toledo, in an effort to resolve the problem. No favorable results were accomplished. At this point, the Mockensturm team decided to write a letter to the IRS asking for forgiveness of the interest and penalties accumulated since 2010, and amended 3 past tax returns in an effort to get refunds back to use for payment toward back taxes. I believe they also sent a letter with the returns explaining the circumstances around the issues. Shortly after this, the IRS sent a letter informing me I had until October 24th to pay in full or they would start taking payments from my SS checks. The team then asked if I wanted them to work up a payment plan I could afford based on my income. I elected not to except the offer because of the $230 an hour cost, and the fact that I had already invested close to $4000 in attorney fees. Because of the squeeze this put on me, I decided to go to the local IRS office and ask for an extension based on the pending amended returns. They granted my request. I'm wondering why I had to take that initiative rather than it being offered by Mockensturm. Instead, they offered help with the payment plan.   Back in October I decided to make one last attempt at convincing the Investment Co. to issue a revised 2010 1099R form. This time I sent a letter to their CEO. The next day I got a call from one of his employees advising me that they recorded the transaction of my returning 2010 unused IRA funds to my current broker IRA account, incorrectly, and they would issue a revised 1099R immediately. Mockensturm amended the return, and the matter should be closed. Again, my effort got the most important favorable result. As it turns out, this was key, since the amended returns were just recently rejected by the IRS.
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Response from Mark Mockensturm June 18, 2015
Unfortunately, Dennis made an error with his IRA funds that was very difficult to correct. The recording he refers to did not help his case. The truth is that every step he took on his own was at our suggestion in order to help him keep legal fees down. He also does not mention that we prepared several amended tax returns for him at no charge to help ease the burden of his costly mistake. It's unfortunate Dennis does not appreciate the value of the services provided to him but we are glad the error was ultimately fixed and his tax problems are over.
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Cost

Rates
  • Hourly Rates $ 195-250 per hour
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 7.9 (Very Good)

Education

  • University of Colorado - Boulder
  • Political Science
  • 1982
  • University of Toledo College of Law
  • JD - Juris Doctor
  • N/A

Associations

  • Association of CPA-Attorneys
  • Member
  • 1999 - Present

Languages Spoken

  • English
  • Spanish

Attorney endorsements

Received (6)
Given (4)
Endorse Mark
Tax Attorney | Aug 15
Relationship: Fellow lawyer in community
"Mark is an experienced and knowledgeable tax attorney in Toledo, Ohio. Whether your issue is a business or personal tax matter, Mark can readily solve all of your tax needs."
Tax Attorney | Jul 19
Relationship: Fellow lawyer in community
"I strongly endorse Mark Mockensturm. I have hired him to handle my own tax and business matters, and I have always been happy with the results. Mark and his staff are well-versed in all areas of tax and business law, and they have given me sound advice over the years. You will do well to trust them with your business affairs."
Tax Attorney | Jan 22
Relationship: Fellow lawyer in community
"Mark is one of the premiere tax attorneys in Northwest Ohio. His considerable experience and knowledge regarding all facets of tax law, coupled with his intimate familiarity with accounting principles as a Certified Public Accountant (CPA) allow Mark to handle virtually any tax or business matter with an unparalleled degree of professionalism and competence. I highly recommend Mark for any tax or business-related matters."
Tax Attorney | Jan 21
Relationship: Fellow lawyer in community
"Mark is an excellent tax attorney who has tremendous respect in the legal community and with his clients. Mark has an intricate knowledge of the tax code, provides value to his clients, and works tirelessly to resolve matters efficiently and promptly. Mark has the added benefit of being a CPA, which provides an additional resource to his clients. I highly recommend him for many aspects of law, particularly in the area of tax."
Tax Attorney | Jan 21
Relationship: Worked for lawyer
"Mark is a great attorney and really knows his stuff! I view Mark as the go-to attorney in the community for anything tax related!"
Tax Attorney | Aug 16
Relationship: Opposing Counsel on matter
"I endorse this lawyer, he is a quality attorney, and would recommend him highly."
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Estate planning
Chapter 7 bankruptcy
Chapter 7 bankruptcy