Easy To Work With. Our Tax Accountant Retired This January. We Reached Out To Barbara, After An Hour Appointment,Our Federal & State Taxes Were Filed.. We Upgraded From A Tax Accountant To A Tax Attorney. We Have Rentals, 401k's,Pensions, Student Loan's Interest, Mortgage(s) Interest , Utilities, Write Offs... Not Too Complicated, She Can Handle S Corporations, K-1 , Filings Too... Competitive Rates Too!!! read more

Barbara helped us through a complicated, multi-year matter that ultimately resulted in the tax folks acknowledging we had no issue. We are immensely thankful for her help and highly recommend her services. read more

Barbara Doherty is a very professional n very experienced tax lawyer.. She is definitely worth your call!!!! State taxes had a lien on our account because we owe over close to $30k! The state had taken $3k and a month later took another $3k straight out of my account. Mind you I had talked to tons of people for help called offices for help on state taxes n they're answers were the same "Oh we don't deal with the state.." I had even asked our CPA and she didn't have an answer. A family friend who was supposedly talking to the state for our case had not done anything n that's how we ended up on the lien.. Because this lady lied to us for months wasted time and money smh she kept saying she was talking to them. And faxed letters. To this day I still don't know who she talked to smh- scammer! I found Barbara on yelp and contacted her immediately. I left a message she called me bk same day I briefly told her our situation this was day three since they took our last $3k from our account. She told me to get all the paperwork together and come to her office on Tuesday. She took a look at everything. she advised me and told me how everything works then we contacted the state and faxed paper work to them.. Two days later on Thursday the state contacted me n took the lien off our account and wanted more paperwork. They even gave us back our $3k how freaking awesome was that! Barbara helped us fixed our taxes long process lots paperwork and n lots of faxes but totally worth it!!! We were amazed!!!! We are officially going to her from now on! And we are taking our family to her this year to her as well... We are barely making it in this economy with three little kids under 4yrs old. we don't make much but she was willing to help us and for that we are extremely grateful to her. Barbara is fast, intelligent, experienced and extremely proficient in what she does! I recommend her to everyone! Give her call!!!! Ana n Mou Siasau. read more

Clearly you don't understand the difference between an MIS and the DST. This is from my lawyer who has done over 2000 DSTs over the last 20 years, been audited less than 20 times and prevailed in every case. I'm done defending my decision and the people who represented me. You can believe whatever you want. It still does not justify the way we were treated. read more

Barbara Doherty was an absolute life saver for my partner and I when dealing with some unfortunate/complicated tax issues we had related to foreign income/holdings and FBAR filings. We were very nervous about our situation and I'm so grateful that we decided to trust Barbara to straighten things out. Barbara was professional, knowledgeable, quick to respond to our questions, and, most importantly, got all of our concerns taken care of quickly and painlessly (in the middle of tax-season no less). I'm so grateful for the help she provided us and would highly recommend her to any individuals facing similar problems or concerns: Barbara is a top-notch attorney and wonderful person to work with! read more

Barbara was a great find! Even though we didn't need the full extent of her services she was very happy to help us. She was professional and courteous on the phone and I have bookmarked her contact information if ever we need her legal services or if a friend or family member ever does. read more

Hands down Barbara is the best tax attorney . She is professional, hard working , and she won't charge you and arm and a leg. I received quotes from large tax firms with fake promises. The reality with the IRS is real. Barbara is the only person I trust to deal with them. Don't bother calling the large firms you hear on the radio. Get your get your problems resolved with the IRS sooner than later. Barbara will help you ! Don't go anywhere else ! You won't be disappointed. read more

Barbara has assisted me twice now in terms of tax filings. The first experience was a week before the October extension filing deadline when I needed to file for a relative who passed away. Last-minute, I had to end the relationship I had with a previous preparer as they were not being honest. I reached out to Barbara on October 1st and she said she was willing to work with me for the October 15th filing deadline. The second experience was when I needed to file amendments for the earlier mentioned relative as well as myself. Not only did Barbara handle the amendments efficiently, she also recognized a mistake on my original tax filing where I double paid taxes. In the end, I was owed refunds after overpaying originally. Barbara is very efficient with her time and is transparent with time spent on a given matter. She respondes promptly to messages and communicates with respect. It's quite clear that Barbara is experienced and well qualified - I recognized this our first meeting. However, I didn't realize just how important it is to have a reliable, honest, and experienced preparer until my experience last year when Barbara stepped in to save the day. read more

Barbara has been doing our taxes for years. She is professional, personable and gets the job done. She is very experienced and if you have questions, she explains things thoroughly, so you know what is going on. Her turn around time is the best. I highly recommend Barbara Doherty. read more

I never met Barbara before only a one time phone meeting today. I think it was very important to me to give this woman credit for her integrity and willingness to speak to me about my tax situation. Barbara was thorough and detailed and more importantly was not hurried or rushed to get off the phone. This woman was a straight shooter and I appreciated her feedback and knowledge. This is my official THUMBS up for this woman, Great job Barbara!!!!!! read more

Barbara is all what you dream about a tax attorney without draining your wallet. Thank you Barbara... really.!!

Due to some financial difficulties experienced over the past few years, I found myself getting deeper and deeper indebted to the FTB and IRS for taxes I was unable to pay. I was at the point where I was starting to lose sleep at night. I confided in a close friend over on the Peninsula that I know had experienced tax issues, and he strongly recommended that I at least have a consultation with Barbara. After a couple of more weeks of procrastination, I did finally make the call, and found Barbara to be very easy to talk to, knowledgeable, and accommodating. I explained my situation to her, and she allayed my fears immediately, I could feel my blood pressure decreasing the deeper we dove into my financial woes. At this point I am again capable of a worry free, full night's sleep, and she has worked out a resolution that is much better than I anticipated was possible. Five Stars for Barbara...if I could give more, I would. read more

I worked with Barbara Doherty on the structure of a business acquisition made for our company. I found her to be extremely knowledgeable, personable and time efficient. Her legal expertise and extensive tax knowledge assisted our company in structuring this purchase in a way that created the best tax advantage and made the most sense. I've utilized other attorneys in the past with disappointing results. Our company will utilize her again in the future and would recommend her services to other companies. read more

Barabara's service for our tax returns was outstanding. She's everything you would expect from a top-quality tax attorney.

We were looking for someone who could help us with our taxes who had more in-depth knowledge of real estate and business. Barbara has been preparing our taxes for the last 5+ years and answered questions when we were trying to make decisions on properties and investments that affected our taxes. She is organized and helped us to develop good record-keeping as well. She has great insight and suggestions for following tax years, we have been pleased with her work. read more

I found myself with a bit of a tax issue and reached out to Ms. Doherty for assistance with the IRS and FTB. She was able to determine the best plan of action and implement it. I have worked with several attorneys in various specialties over the decades and found her to be among the very best. She understands the underlying issue very quickly and has the experience to advise on the best course of action. Great communication, efficient with the billable hours, and a true expert. She will undoubtedly be my tax attorney moving forward. I HIGHLY recommend her! read more

We needed a tax attorney within a short period of time to do my elderly mom's taxes, which involved a multi-state tax return and real estate property sale. Barbara was outstanding - responsive, communicative, efficient, detail-oriented, knowledgeable, very competent, and very reasonably priced. I would recommend her in a heartbeat to anyone in need of an excellent tax attorney! read more

My family and I have been working with Barbara for many years now. Barbara is full of knowledge about tax law and has years of experience working with businesses and families like ours. She is caring and empathetic and treats us like friends rather than just another client. She helps us keep the books for our rental properties and makes the accounting clear and easy to understand, always explaining the whys and hows. She has guided us, using Quickbooks, on how to maintain our accounting day-to-day so the info is always at our fingertips. Barbara is a delight to work with and we highly recommend her! read more

Barbara helped me get my 2019 business on Quickbooks and then prepare my S Corporation form 1120S. I learned new things no preparer had taken the time to explain, as a result I have organized more to save myself time and money. Barbara shares practical ways to your paperwork easy. I recommend her if you have a small business and want to hand off the office work. I am impressed by her skills. Emil G. read more

Barbara filed my multi state taxes last year and did a fantastic job. She is now consulting with me on my investment properties and brought to my attention several items I was not aware of. A #1 job !!! read more

I have complicated business property taxes that I dread doing every year. I had the pleasure of watching Barbara quickly arrange my shoebox of receipts and files of papers. Along the way she found several places I have never taken deductions that were due. I highly recommend taking advantage of the service she provides! read more

I highly recommend Barbara for your tax needs. She is the most knowledgeable tax attorney I have ever dealt with and is fearless in dealing with complex IRS issues. She is highly professional and put my mind at ease while dealing with my long-deferred tax problems. read more

I didn't use her services but she responded extremely timely and was very thorough in her response.

Insightful tax Attorney that pragmatically turned IRS issues with me around and helped me crawl out of my hole. Forever indebted to her.

I sent out 5 requests for replies to an unusual financial issue and Barbara Doherty's was prompt and very thoughtful. I believe she gives her clients excellent service in addition to caring about their welfare. And she was the only one who had the knowledge and interest in my situation. I'm still in the information gathering stage but she has been great at emailing even though I'm not officially a client yet. I can't even get my (soon to be replaced ) CPA to respond to calls or emails. read more

Barbara truly deserves 5 stars for her expertise, efficiency, attention to detail, familiarity with the tax courts, and alacrity with her clients as well as with the necessary IRS contacts made in their behalf. She managed to get me back "my life" after years of trying - on my own - to deal with the IRS and Franchise Tax Board. (Recommendation: Keep and organize your documents, receipts and printed communications with tax authorities; as doing so can really help tax experts represent your best interests!). Barbara and I met on numerous occasions. She was easy to get along with and always kept me informed about what she was doing, what I could do to assist her with my case, and what possible outcome(s) I might expect. She successfully soldiered on for me when I thought all was lost. I most highly recommend Barbara Dougherty, JD LMM. Don't be afraid, contact her for the best possible tax work and advice. read more

I needed someone with real expertise to help with my taxes. Barbara got them done quickly, properly and for a fair price. I recommend her highly. read more

Barbara helped me with my taxes and was very efficient and very knowledgeable and resolved my problems. A great attorney!!

She was very precise and she was a great help in our introductory call. She knows her job, highly recommend.

I also contacted Barbara last minute after the IRS denied my first response documenting my ESOP and retirement distributions that were correctly rolled over to a new account. Looking for tax attorney to help reply a second time to the IRS, I contacted Barbara to review my tax information. She was able to squeeze me in last minute and saw the important details quickly; and wrote a clear, organized response, with attachments to show my return was correct as filed. The fee was reasonable and I highly recommend her to resolve a tax issue. Barbara was great to talk to and she explained everything thoroughly. I highly recommend Barbara as I had difficulty finding an tax attorney in the area. read more

Barbara helped me organize and update 8 rental properties on quickbooks, helped me determine when to sell a property, has streamlined and straightened our business accounting. I can't imagine our business without her. She is extremely knowledgable, proficient and worth 3x her billing. I feel so lucky to have her on my team. read more

I highly recommend Barbara for tax advice, she helps with complicated tax situations, including real estate rental issues, and in addition to being clever she is approachable and responsive. read more

Barbara has helped me a great deal with tax issues over the years. Most recently a couple of CP2000 notices, at other times with advice that turned out to be extremely fruitful. I wouldn't hesitate to recommend Barbara to friends and family whether responding to a specific tax issue or planning how to minimize tax obligations and avoid problems in the first place! read more