5.0 stars 9 totalReview James Oberholtzer
Posted by Josh
James walked me through all my tax options with regards to receiving gifts and personal loans from family. He was patient and very knowledgable, made my choices clear. Will recommend that anyone with a tax issue always talk to James prior to any action!
Posted by Patricia
James was very professional and so helpful. Answered all my questions and gave me valuable advise. I just want to thank him for calling me back so fast and on Friday evening.
Posted by a client
We used James to prepare our estate planning documents. It was one of the hardest things to do at our age; yet, James made the process very easy. We can rest easy knowing that our loved ones will not be burdened by probate. Thank you James!
Posted by Tjsecl
James handled my IRS problem in a very patient but efficient manner. My complexed case involving our passed business and personal taxes was handled wonderfully. Thanks James!!
Posted by Chris
James was very helpful, answered my questions and pointed me towards someone that could help me for less.
Posted by Craig
We needed the use of his free consultation for legal advice. Knowing that we probably wouldn't need to retain a lawyer, James Oberholtzer was still professional, courtesy and incredibly informative; to the point that he actually helped with our issue in order for us to move forward in the correct manner. Would highly recommend him for any tax issues you may have!
Posted by Jose
I called up the office of Mr Oberholdtzer to discuss my tax audit and to request his services, once he heard that my case was a straight forward case he recommended to do it on my own and save the attorney fees. Even then he took the time to explain to me what I should be doing. Overall a great experience.
Posted by Margie
After I was appointed as personal representative of my sister's estate, James and I worked very hard together to carry out the terms of the will. The will was difficult to interpret and their were many obstacles to overcome. James was right there helping me deal with each obstacle for a positive outcome. His mentoring was caring, professional and informative. He encouraged me to do much of the "leg work" myself, thus saving time and money. In addition
to being an excellent attorney, I now consider him a good Friend.
Posted by a Estate Planning client
James went above and beyond in making sure I understood the situation I was in. He offered several options--all clearly explained and very thorough. He knows the law, yet was able to converse with me in terms I was able to comprehend.