Tag: FATCA

I had the pleasure of consulting with David recently, and I couldn't be more grateful for the clarity and guidance he provided. He was professional, knowledgeable, and genuinely helpful throughout our conversation. I walked away with peace of mind and a clear understanding of my situation. Highly recommend him to anyone looking for excellent legal tax insight and dependable support!

I called David Klasing last minute to address an IRS issue I was having. Due to unforeseen circumstances my call to him required immediate attention. After listening to my scenario he explained the options that I had, and the likely result of each. He also explained that with very little time it would be difficult for him to engage, but that if we made the decision to use his firm, he would immediately assign a resource. He did exactly what he committed to do, his staff acted with incredible professionalism throughout the entire process. He has fostered a business culture of experience and competence. I would highly recommend using Mr Klasing and his services.

Dave was extremely helpful in sorting [through] penalties assessed on a tax return. He was able to advise me on how to potentially get them reduced and sent me several links for research. I am forever grateful and will keep his information should I ever need him in the future. I highly recommend talking to Dave on any and all tax issues.

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.

Very helpful advice, very very nice gentlemen I had talked too. They were very patient and kind.

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