Wow I just called Dawn for will and estate planning and she really took the time to explain the…read moreoptions to me and the importance behind each of them. Thank you so much Dawn! I would highly recommend as she really thinks about your situation and customizes what you need.

I spoke with Dawn Dale about questions I had concerning a trust. She spent a serious amount of time…read moregetting my complete information and explaining in clear and understandable detail about my options. Amazing to find a professional who takes the time to give such personalized attention to a client and then inform them about all their options. She is simply the best.

The Miorini Law firm developed an estate plan for us, which included the development of our wills,…read morea living trust, advanced medical directives for each of us, powers of attorney, and funeral directions. We provided initially our ideas and then met with Yahne and a paralegal in person to discuss and further define our plan. Their questions and discussion indicated extensive experience with the potential issues that could happen and needed to be addressed in the documents. Our discussions were friendly- they were very patient with our questions. They then gave us a draft of over 100 pages of documentation, with specific areas highlighted for us to pay particular attention to, which was very helpful. After we returned our comments, we met again in a video conference to resolve all the edits, and then to identify the tasks we needed to begin the conversion of our assets to the trust. We then signed all the documents. Every interaction was always collaborative, efficient and professional.

I attended a Zoom estate planning program. Then met with Yahne Miorini to discuss a more complex…read moreestate issue due to persons living in different countries. Thus the laws of the US related to a non-US resident acting as Trustee, executor and agent needed to be satisfied. I purchased a fixed priced Deluxe Estate Plan to establish a Trust and found that they prepared more documents than listed and helped me with the documents to put assets in the Trust. In all 11 documents. My many, many questions were answered. The office has a staff member who is an organizer of the meetings in person, Zoom, phone--who is very responsive. The estate package document is a loose leaf binder with all signed documents, instructions and a flash drive with the signed documents--really excellent. It is so good to know that I have all my medical and death arrangements organized.

We love Steve Thomas. We've used his services for years.read more

I could not be more disappointed with this firm's outcome on my case. I contacted them in…read morereference to a tax bill the IRS claimed I owed. I did a phone consultation and was told they could probably get the total amount owed significantly reduced. They specifically said they could get the penalties removed, which were over $5k. They did say the actual taxes owed may or may not change change much, and the interest couldn't be waived. But the prospect of reducing the $5k in fees was worth it to me. I was very clear that if they could do the work for under $5k and get the $5k in fees waived, I'd still be ahead of the game. They assured me that was very doable. I also specifically asked about using an enrolled agent and they said I needed a lawyer instead, as an enrolled agent could not handle this issue. The firm worked on my case for a while. Several times I was contacted by new lawyers, saying the old one had quit and they were "getting up to speed on my case." Each time they charged me for the time they used to review the case. I believe it was three lawyers total who worked the case, but could be wrong. In the end, they ended up assigning an enrolled agent, the exact thing I asked about when I first called. Ultimately, the IRS denied everything, saying I owed the taxes, the fees and the interest, the exact same number listed on the initial letter they sent me. And, the Frost bill ended up being well over $5k also, meaning I was further behind than when I started. I understand no firm can guarantee success, but i felt like I got the runaround from minute one and have nothing to show for it but yet another bill.

This law firm couldn't help me in audit. They either lack skills or had wrong motivations.read more

I connected with this attorney through LegalEase for an initial consultation. Our early email…read moreexchanges were responsive, which was encouraging. However, after I sent availability for an appointment, I didn't receive any response for multiple days despite two follow-up emails. When I sent a third email explaining I'd need to request a different attorney through the service if I didn't hear back by a certain date, he responded with an available time but also stated I had "threatened" him and that he didn't appreciate it. I clarified that setting a timeline for when I'd need to move forward with another attorney wasn't a threat, it was a business boundary. Given his reaction to straightforward communication about responsiveness, I decided not to move forward. For someone seeking legal representation, clear and consistent communication is essential. Unfortunately, that wasn't my experience here, and the dynamic became uncomfortable quickly over what should have been a simple scheduling matter. I can't speak to his legal skills or courtroom experience, but the initial communication process didn't work for me.

This is based on ethics alone. This lawyer drew up my husband's entire estate planning package…read morewithout letting me know. I only found out about it 18 years later, and I'm now 66 with 25 years of marriage. If you think this is the way an ethical lawyer acts, go ahead and use him.

Not responsive and very vague payment terms - I recommend setting things straight upfront. I ended…read moreup paying more than expected when terminated the contract. Other than that, everything was not bad.

Exceptional Tax Specialist - A Game-Changer for My Businesses!…read more Working with Cha Group, Andy & Duncan + the whole firm has been an absolute game-changer for my family businesses. Their depth of knowledge, professionalism, and dedication have not only helped me navigate complex tax matters with ease but also freed up valuable time and mental space to focus on what truly matters--growing our businesses. What truly sets them apart is their use of cutting-edge tools and resources that simplify the entire tax process. From smart financial insights to real-time planning strategies, they bring clarity and confidence to areas that used to feel overwhelming. I now have a clearer view of my financial picture and peace of mind knowing everything is being handled with expert care. Thanks to their proactive guidance, I've been able to make smarter business decisions, stay compliant, and optimize my finances--all while focusing more on innovation and scaling. The price I'm paying is well worth the care and guidance we are receiving. If you're a business owner looking to not just survive tax season, but truly thrive year-round, I can't recommend Cha Group highly enough. Professional, insightful, and always one step ahead! We are so appreciative for them!

Before meeting Andy, I had worked with a couple of other accountants, but none of them came close…read moreto the experience I've had with him and his team. For the past two years, they've handled both my business and personal finances with exceptional professionalism and expertise. Their knowledge and dedication are truly remarkable. If you're looking for a seamless and satisfying experience, I highly recommend visiting Cha Group. You won't be disappointed!