Skip to main content

Robert J Lord

Tax Attorney at Phoenix, AZ

5.0   28 reviews
  • State Years
    Arizona - AZ 35 years
    New York - NY 38 years
    California - CA 40 years
  • Licensed for 35 years
    State AZ
    Acquired 1988
    Status
    Retired No misconduct found
  • Licensed for 38 years
    State NY
    Acquired 1985
    Status
    Resigned No misconduct found
  • Licensed for 40 years
    State CA
    Acquired 1983
    Status
    Resigned No misconduct found

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

About Robert

Learn Robert’s areas of practice.

As a business and tax attorney serving Arizona for over 25 years, the philosophy behind my legal practice has remained constant. I maintain the highest level of responsiveness to my clients’ needs, solve legal problems in the most cost-effective, yet creative manner and take on no more work than I can do well.

My practice emphasizes:

    • Business planning and transactions

 

    • Business succession planning

 

    • Formations of corporations, partnerships and limited liability companies

 

    • Business acquisitions and sales

 

    • Taxation of real estate transactions

 

    • Estate planning

 

    • Probate

 

    • Individual, partnership, limited liability company and corporate taxation

 

    • Tax disputes

 

  • Tax exempt organizations



Although I am a solo practitioner, my network of lawyers with complimentary areas of expertise is extensive. Through those affiliations, my clients often are able to obtain the same breadth of expertise as they would with a large firm, but with the personal touch and attentiveness of a small firm with a client-centered environment..

Photos and videos

Contact Robert

Robert J Lord PLC
2111 E Highland Ave, Ste 235
Phoenix, AZ, 85016
Robert J Lord PLC
2111 E Highland Avenue, Ste 235
Phoenix, AZ, 85016
Hide locations

Reviews

5.0 / 5.0
  28 customer reviews
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
0%
1 Star
 
0%
Posted by Steven | November 17, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Tax Expert
I was in deep water with the IRS regarding tax issues. Robert’s expertise in navigating through the IRS system, relevant laws and our response, was handled to the highest degree. If you face tax issues, without question, you want him in your corner. There is no finer attorney than Robert J. Lord.
Posted by Thomas | November 18, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Expert Legal Help
Mr Lord was able to resolve a tax issue from 1993 with the IRS that I had to go to tax court several times and failed to resolve. He dealt with it quickly and expertly with minimum attorneys fees. I highly recommend Mr Lord to anyone who needs a good attorney
Posted by SHERMAN | August 8, 2017
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
refreshing... love it !!!
BEING AN 66 YEAR OLD BUSINESS MAN WHO HAS BEEN EXPOSED TO TOO MANY ATTORNEYS I FOUND ROBERT LORD WONDERFUL.. DIRECT TO THE POINT AND CLEAR.. WOW WHAT A CONCEPT !! I APPROVE OF HIS MANNER AND KNOWLEDGE.. IS THERE MORE ? GOTTA LOVE IT !!!
Posted by Martha | March 26, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Tax court client
Bob helped us through an extremely difficult and detailed Tax Court issue with incredible expertise and swift and effective action, which resolved the issue successfully. We would recommend Bob highly to anyone with Tax problems.
Posted by Susan Wells | March 25, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Recommend Highly
Bob knows his tax stuff and, unlike many tax lawyers, can actually talk English and explain the law & regulations in a manner that a client can understand. In addition, he's responsive and reasonably priced
Posted by anonymous | October 13, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Verified Review Avvo verified that the reviewer consulted or engaged this lawyer
Business advice session
Very good and listened well good options
Posted by Dennis | August 27, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Service!
Bob has handled both personal and business related legal issures for myself and my family. We are very happy with the services that were provided and continue to recommend and use Bob whenever we need legal assistance.
Posted by Daniel | August 27, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Mr. Lord is the premier tax attorney in the state of Arizona.
I highly recommend Bob Lord to any individual or company who is in the need of tax and business advice. Mr. Lord is one of those few attorneys who has a great deal of knowledge and experience, and who is also caring enough to make sure that my tax problems are actually resolved no matter how difficult those issues may be. Even when I have created problems with my own company, he has not been critical of myself, but has worked with me in the most professional manner to resolve those issues. Exceptional.
Read less
Posted by Eric | June 14, 2015
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
very well versed in tax law and real estate matters
I have some very complex situations with some real estate matters. Of all the lawyers I contacted Mr. Lord was very prompt and very informative.
Posted by anonymous | May 11, 2015
Has been very helpful
Bob has done estate planning documents for us as well as our parents, and also has assisted with setting up our LLC's. Always thorough and knowledgeable.
Posted by Leslie | January 9, 2015
Outstanding Lawyer
I contacted a total of 3 Lawyers off of avvo & the other 2 never responded till days later . Robert called me the next day & I hired him to do my LLC. He was very helpful with answering all my ? . Robert also helped with a few other things I didn't understand. I will be using him again soon & I highly recommend Robert Lord .
Posted by Susan A | July 7, 2014
IRS
Bob did an amazing job of handling our project with just the amount of communication necessary to inform us. I was most impressed by his results and efficient use of time. This of course kept our billings lower than we expected; a rare experience for us with attorneys. I would highly recommend Robert J Lord.
Posted by David | June 6, 2014
Property Tax Appeal in Maricopa County, AZ
I had failed to file for three property tax appeals in a timely manner. Bob Lord argued before the judge that my late filing was justified. The judge decided the case in our favor. I have received two refunds on the successful appeal of over $45,000...all because of Mr. Lord!
Posted by Michael | June 2, 2014
An Excellent Attorney
I worked with Bob Lord for two years on a complicated (and painful) legal issue and I found him both capable and compassionate. I trusted him to help me navigate legal issues that only someone with his experience could understand. His advocacy on my behalf brought about a successful outcome and I would not hesitate to engage him again if needed.
Read less
Posted by anonymous | May 22, 2014
Leadership in business negotiations
Bob Lord represented two of four partners in an effort to end our ownership in a small company. He helped us establish a position of strength when it became clear the others were not interested in a reasonable solution. He kept us well informed and aware of potential downstream consequences. He kept us on track with tax implications. The other side was difficult and had an attorney who lacked experience and knowledge. Bob treated him with respect while making certain their attorney's lack of knowledge did not negatively impact the outcome. While it was a long painful transition due to unrealistic and erroneous expectations Bob's ability to find creative alternatives lead us to a solution.
Read less
Posted by Kathy | May 15, 2014
Deposit return
He immediately responded to our need to get a deposit returned on a falsely advertised vacation rental. His advice helped us get our full deposit back.
Posted by anonymous | May 14, 2014
Sale of Stock in a Small Business
Bob Lord helped me and a colleague in the sale of our stock to the other owners of a closely held small business. Throughout the process, he continuously demonstrated commitment, knowledge, pro-activity, and sincerity. I would not hesitate to recommend him highly to others.
Posted by Victoria | May 14, 2014
Inspires Confidence
I have been using Robert Lord as my trust and tax attorney off and on for approximately eight years. He has been advising me through each phase of a complex situation, including business valuations, estate tax return filing, IRS audit, and dealing with beneficiaries. I refer to him as "straight-talking, rapid response Bob". Not to his face, of course. Having used a number of attorneys for different facets of business, I appreciate Bob's prompt responses to my inquiries and messes as well as his attention to detail. He has always been straight with me,. He keeps me informed before I know I need to be, and he knows his way around our complex tax system. I have a lot of confidence him.
Read less
Posted by Paul | May 14, 2014
Principal - Insurance Brokerage
Bob has done some excellent work for me on my family trust and continues to provide creative solutions regarding some potential business exposures.
Posted by anonymous | May 13, 2014
Very knowledgeable and responsive
Bob guided me through some complex transactions with two of my businesses and has also helped me with business planning. He is an expert on tax and business law and can guide you through any situation. He is also very responsive, which was important to me. I would definitely recommend him to others.
View less reviews

Cost

Rates
  • Hourly Rates $ 250-350 per hour
Payment methods
Check, Credit Card

Resume

AVVO RATING 9.4 (Superb)

Work Experience

  • Judge Pro Tem
  • Maricopa County Justice Courts
  • 2016 - 2017
  • Owner
  • Robert J Lord PLC
  • 2009 - 2014
  • Congressional Candidate
  • Bob Lord for Congress
  • 2007 - 2008
  • Member
  • Berens, Kozub, Lord & Kloberdanz, PLC
  • 2002 - 2007
  • Adjunct Faculty Member
  • Arizona State University School of Law
  • 1991 - 1992
  • Shareholder
  • Sacks Tierney, PA
  • 1989 - 2001
View all work experience

Education

  • New York University School of Law
  • LL.M - Master of Laws
  • 1987
  • George Washington University National Law Center
  • JD - Juris Doctor
  • 1983
  • University of Maryland
  • MBA - Master of Business Administration
  • 1979
  • University of Maryland
  • BS - Bachelor of Science
  • 1977
View all education

Legal Cases

  • May v. United States, 115 AFTR 2d ¶2015-827 (D.C. AZ)
  • Taxpayer victory
  • Sacks v. Commissioner, 69 F.3d 982
  • Reversal -- Taxpayer victory

Associations

  • national organization of veterans advocates
  • Member
  • 2016 - Present
  • Board Member
  • Phoenix Civil Service Board
  • 2013 - Present
  • State Bar of Arizona
  • Member
  • 1988 - Present
  • Arizona Supreme Court
  • Disciplinary Hearing Officer
  • 2001 - 2006
  • Scottsdale Bar Association
  • Board Member
  • 2001 - 2005
View all associations

Languages Spoken

  • English

Honors and Awards

  • AV Rated
  • Martindale-Hubbell
  • 2017
  • Clients' Choice Award
  • Avvo
  • 2014

Publications

  • Arizona Journal of Real Estate and Business
  • Avoiding Probate: Living Trusts Are Not the Only Way to Go
  • 2004

Speaking Engagements

  • Meeting of Arizona State Bar Tax Section
  • The Arizona Limited Liability Company Act
  • 1991
  • Phoenix Tax Workshop
  • Taxation of Partnership Interests Received in Exchange for Services
  • 1990

Attorney endorsements

Received (6)
Given (3)
Endorse Robert
Contracts and agreements Attorney | Mar 29
Relationship: Fellow lawyer in community
"I Strongly endorse Robert Lord as a fellow attorney. I first met him through a close friend. We then learned we had other friends and colleagues in common. My husband and I have since turned to Bob on several occasions for legal advice and assistance given my law practice is substantially different than Bob's areas of expertise. While he is a wonderful friend, he is the consummate attorney. I trust his expertise in contracts and corporate issues as well as estate matters. Further, he listens and understands what needs to be done and explains one's options clearly and with a refreshingly pleasant professionalism. I recommend and endorse Robert Lord without reservation."
Probate Attorney | Mar 21
Relationship: Worked together on matter
"I endorse this lawyer."
Tax Attorney | Sep 15
Relationship: Worked together on matter
"Bob is a good tactical and strategic thinker when it comes to resolving difficult tax related matters. I strongly endorse him."
Business Attorney | May 30
Relationship: Fellow lawyer in community
"Bob is an excellent attorney who provides his clients excellent service in their business needs."
Business Attorney | May 30
Relationship: Fellow lawyer in community
"I endorse this lawyer. An extremely talented and well respected attorney in the legal community."
Business Attorney | May 12
Relationship: Fellow lawyer in community
"Although new to Avvo it is clear that Mr. Lord has a great deal of experience. Not only are his answers accurate and analytic, but they are customized to the needs of the Avvo asker. These are exactly the qualities that every client would look for when hiring an attorney."
View more endorsements
Tax fraud and tax evasion