Timothy G Berry

Tim Berry is thorough, accessible and most importantly, EFFECTIVE. I mistakenly moved IRA money in a way that made it taxable instead of a roll-over and Tim was able to penetrate the bureaucratic wall at the IRS via a clear presentation of the facts and appropriate citations. The initial IRS ruling w...as reversed. I highly recommend him!

Tim helped me out with an error my tax accountant found while doing my 2018 taxes for my self directed IRA. I called Tim and explained the situation. He immediately gave me 3 different options of what I could do to resolve my issue for the 2018 tax year. He prioritized each of the 3 and explained ...the risks. He is a great resource and I'll be utilizing his services again.

My wife and I were referred to Timothy Berry regarding a piece of property we were thinking about purchasing with an IRA, He explained the different ways we could purchase the properties that would give us the best tax advantages. I found Timothy to very knowledgeable, and his information informative.... Timothy did not charge us for this consultation which surprised me and he offered to help us in the future if needed. It was refreshing to speak to a lawyer with our best interest in mind. I would recommend Timothy to anyone who is in need of a lawyer in his field.

Tim has been extremely helpful to me over the last couple of years with my roth IRA issues. I was very nervous and scared about the predicament that I was in, but having him in my corner has helped me feel so much more confident and secure. I feel that I can trust him, and that I can rely on his ex...pertise. I think he really cares and has a big heart, and is a great attorney. I highly recommend his council, and his experience to everyone. Thank you Tim for all your help! I really appreciate it!!

I first saw Tim on TV, "Taxes the IRS and You", with Gartland Law in Palm Desert/Indio. I needed to set up a Trust for my family and because I would be getting a large some of money soon, I wanted to find a way to pay little to no Taxes. Tim was superb in recommending that I get an LLC first (a pla...ce to put the money) and then moving it into the Trust tax free. I would highly recommend Tim to anyone. Thanks Tim for all your help for Theresa and I.