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41 Client Reviews

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Showing 11 - 12 of 12 reviews | Character & Conduct

Posted by Lonny | February 18, 2014

Isai Cortez and Bismark Tax, Inc. helped me handle 12 years of taxes and save over $100,000.00 without one shred of dishonesty.

Isai Cortez and Bismark Tax, Inc. assisted me in dealing with over 12 years of tax issues totaling over 6 figures in tax debt and penalties into almost nothing without any games or deceit. If you are tired of being overwhelmed and are looking for someone who you can HELP you (who is not "full of ...it"), the do yourself a favor and reach out to Isai Cortez and Bismark Tax, Inc.

Posted by Phil | September 23, 2013

AWESOME JOB ON MY FULL COMPLIANCE IRS AUDIT. RECOMMEND YOU GET A PROMOTION AND !!! A RAISE.

I am in awe of the integrity and work ethic of Isai ! I apologize to Isai for not getting this up sooner. I pray you're NOT going to sue me for loss business as a result !! ;) lol. I got notice of A IRS FULL COMPLIANCE AUDIT (one month after President Obama’s IRS Scandal) I filtered Yelp look...ing for an attorney, as I knew I was going to need one. Plus, I’d rather give my money to an Attorney then to the IRS. Isai did NOT let me down on this intention. I saved paying beyond what otherwise I may have paid, my time included, had I not had the good Blessing of Isai's expertise. ! Isai was one of the first to show up on Yelp, and to me, had the best reviews. We met, I explained my situation. He listened; asked a few questions. When I was finished, he started to talk, and the more he talked, the more I realized he was The One to handle this. I slept good at night too. As we talked, discussed, and Isai explaining IRS motivations, modus-operandi, past US Government Actions (2007) causing AND increasing taxpayer noncompliance behaviors over time; arriving at present IRS audits to "motivate" all taxpayers to "VOLUNTARILY COMPLY"; we discovered we had a lot of similar views. This added additional validation that Isai is “The One” for my tax issues. An even bigger exceedance of my expectation was he charged a flat fee !! In the end, he and his staff seem to put in many hours putting my audit together. He saved me a lot of time having to deal with the details and nuances of an audit, a FULL compliance one at that. Up front, it was time consuming for me = getting all the receipts, and other documents, and recalling why I had my now ex-accountant prepare the returns the way I did, that Isai needed for Audit day. He is very patient waiting for additional or missing, yet needed documents; very non-judgmental, and was very good at jogging my memory when he knew from experience, there was a better, or more correct answer. Realize it is to ensure the best result on, and after, Audit day ! After Audit Day, He was responsive to my calls to get clarifications about responses I would get as a result of Audit Day. I began to feel guilty by this and still feel I owe him more ! Thank God for his integrity that he is good with the fees paid . . . I think ?? The audit is done! ! ! I am a poster boy for the IRS. “PAY UP the LEGAL AMOUNTS OWED TAX PAYERS; AND NOT A PENNY MORE !!!! “ Isai also negotiated the final amount owed and the terms of how it is being paid. I know it was Isai and his staff’s hard work, his structure for putting Audits together, experience of inter acting with the IRS, that saved me significantly more money, has my paying what I owe; through his expertise, knowledge of tax law, knowledge of changing motivations of HOW and WHY the IRS is collecting Revenue, and inter acting with the people at the IRS. An Added Bonus that I was not aware of at the time IS Isai has Street Smarts !!!. I am talking about Hispanic-Ghetto-Gang Member (EX-MEMBER! ! ! ) type street smarts! When I met him, and as the process progressed, I thought I was dealing with a person who was raised with mid-west values and in a sheltered, gated style, community. Wow. Thank God for this growth. He has truly come a long way, and I admire the result of his hard work to get up to and through law school ! ! ! (I presume passed California Bar exam 1st try ??? lol, as my comparison to John Kennedy, Jr (deceased) 5 tries at the New York Bar !!) I would recommend retaining the services of Isai NOW, before he has to control demand for his services by RAISING his retainer Fees, his Hourly fees, and STOPS offering flat rates !! I intent to use Isai for all my future Tax or Balance Sheet related issues. I am NO Longer living in the paradise State of California. Isai he is set up to do the work !!! No matter where I live . . . Thank God for Isai. I am very satisfied with his work !

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