Participant Feedback from OCBA Trusts and Estates Law Section Meeting

"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.

Dave was great! I scheduled a meeting with him and he walked me through the process of writing to the IRS to eliminate penalties that they said I owed. I did what he told me to do, and the next letter I got from the IRS told me that they were REFUNDING me over $3,000. Needless to say I was shocked when I got the letter, and if it weren't for Dave, I would have WAY overpaid! Call him now! -05/05/2021

I found David after hours of online searching for answers to my growing business and tax law questions and Im so glad I did. As a small business owner and entrepreneur with a myriad of questions I appreciated that he was generous with his time and knowledge. He put me right at ease by answering my questions in a clear and concise manner. He is friendly, helpful, and went above and beyond to also help refer me to several other wonderful advisors. I felt supported and confident leaving our meeting and am definitely going to keep him at the top of my list for all future tax law needs. If you want a team player who will look out for your best interests and who truly cares about his clients, look no further!

Took the 10 minute call and got way more than I paid for! David has immediate answers on what I felt were very obscure questions relating to visas, stock options, taxes on equity payouts and more. This just shows how well they know their business. We’re now moving forward with a more formal ongoing relationship for all my international tax needs. Thank you!