Participant Feedback from OCBA Trusts and Estates Law Section Meeting

Overall, it was a great experience with Mr. Klasing. The reservation process is simple and straightfoward. During our appointment, Mr. Klasing seemed to really care about our situation. Intelligence with grace and thoughtfulness come to mind. Don't hesitate to initiate an appointment with him.

I've worked with David a number of times, most recently to get consultation on how to structure LLCs for my real estate portfolio. On all occasions David's knowledge and experience truly shows up and the advice he has given to me has benefited me in many areas of my financial life. I've also known David as a friend for over 20 years and have always found him to be an extremely hard-working man of integrity and strong ethics. I would recommend him to anyone.

Mr. Klasing was incredibly responsive and helpful. I had several questions related to my tax fillings and was able to be scheduled in less than 24 hours. In less than 10 minutes he had answered every one of my questions, put my mind at ease, and we even had a few laughs. He then proceeded to refund me the majority of the fee. If I ever find myself in need of a CPA and/or tax attorney, I will not hesitate to contact him again.

"I had concerns over a potential tax matter and wanted to speak with an expert. Mr. Klasing was very knowledgeable and helpful, and cleared up my concerns during our consultation. He was very direct and matter of fact, which I appreciated. The consult was well worth it and I highly recommend him to anyone seeking expert guidance on their taxes."

"These guys are amazing !!"

"Great service and timely, rang me at the exact appointment time. Gave clear answers and did not magnify or minimize information. Was knowledgeable and effectively communicated tax rules beyond my every day understanding. Well worth the consultation fee."

"David was was very helpful and efficient giving us guidance with our tricky tax situation in just one short phone call, which was very quick and easy to schedule. Being able to speak to someone with knowledge and experience in these matters without breaking the bank was wonderful. I highly recommend David Klasing."

“I recently had an online session with David and I was very happy with his services. He was kind, helpful, and genuine throughout the entire process. David’s knowledge and professionalism were evident, and he went above and beyond to provide me with additional advice beyond what was expected. Being a CPA and a lawyer also gave me confidence in his expertise. I highly recommend David to anyone in need of tax services!”

Mr. Klasing was very straightforward and easy to talk with on the phone. He seems like a very trustworthy individual and is willing to offer solitions and help you solve problems without any pressure to hire him as legal counsel. He does not intimidate or use scare tactics to get you to hire him. -Justin

Thank you, Dave Klasing and Team! We highly recommend this firm. Mr. Klasing was simply excellent along with Suzanne. Mr. Klasing met us late on a Monday night, and when we left we knew we had found a solid attorney and CPA. During the process and at conclusion, he was correct and handled everything for us. We not only recommend his services, but if the need presented itself we would not hesitate to use his firm again. -06/09/2023

I have a unique tax situation relating to a real estate sale involving a nonresident alien owner. I couldn't find any lawyer or CPA to even point me in the right direction on how best to do things legally and pay little tax as possible. Dave himself has never encountered such a case (he's honest), but he did the digging and found some very useful information for me. Dave was very professional and easy to communicate with. I am pleased with the advice and service I received. -05/07/2020

I needed advice for how to best treat international income, and not only did David squarely and reassuringly address that area of inquiry, but he also guided me through pension consideration and real estate investment considerations that came to mind during the conversation. He was very generous with his time and I would absolutely recommend him for a consultation. No sales talk, just straight advice.

Took a chance at a 10 minute consult and was extremely impressed. Atty Klasing, is an honest attorney who gave me great legal advice. Highly recommend for any Tax law question. Mine was about classification of employees and he set me straight. Also, spoke to his assistant James who gave me further info at no extra charge. Nice to see such hard working good-ole boys doing such a great service for the community.