1. Kugelman Law

    1. Kugelman Law

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    Irvine, CA

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    Kugelman Law

    5.0 (3 reviews)
    Closed 8:30 am - 5:00 pm

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    Services - Kugelman Law

    Audit and conflict resolution support

    Current year tax preparation and filing

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    Ask the Community - Kugelman Law

    The Tax Law Offices of David W Klasing, PC

    The Tax Law Offices of David W Klasing, PC

    (69 reviews)

    SUMMARY: I paid $95 for an initial 10-minute phone consultation which was everything I hoped and…read moredreamed. Mr. Klasing answered all my questions and gave me a path forward. DETAILS: I have an S Corporation and an atypical situation with no clear way how to handle it. I asked AI about one idea I had for handling it, but she said that was likely illegal, and the situation was complex enough that she needed to refer me to a tax attorney, and suggested Mr. Klasing. I checked out the firm's website and saw that I could schedule online, that was super-convenient. Same-day appointments were available. It was $95 for 10 minutes, and I expected to hear on the call that my case was too complex for just ten minutes and I'd need to reschedule for an hour, or worse, pay for a few hours of research at $XXX/hr. Instead, Mr. Klasing was familiar with the situation, said I had three options, and explained the pros and cons of each one, concurring with AI that my idea was illegal and I should pick one of the other two. Getting an expert resolution, the same day, and for only $95, is a bargain and a relief. Note, the firm offers this service for only an *initial* consultation; you can't keep paying $95 for additional 10-minute consults.

    Really helpful and prompt. Appreciated the friendly and informative advice…read more Also gave me some good pointers and helped me feel good about the complicated stuff involved. Highly recommend his services.

    Excel Tax Group

    Excel Tax Group

    (99 reviews)

    Sam (CPA who prepared my return) and Stan (office manager) did a fantastic job handling my and my…read moreparent's taxes this year, which were both more complex than usual. Communication was excellent ... quick, clear, and at just the right level. Most of my questions were answered quickly through their portal or via a quick call. Their portal is easy to use & efficient. I liked that I could actually see how each document was used, with markers showing exactly where numbers were pulled from in the PDFs. Their fee was reasonable, and I believe I more than made that back through their expertise. They caught items that my previous tax preparer missed, which made a real difference. If your taxes involve more than just basic W-2s or 1099s, I highly recommend working with a knowledgeable CPA like Sam. She and Stan are both great to work with. ------------ NOTE: This review is entirely my own and written solely at my own initiative. No one asked or incentivized me to write it, and I have no prior relationship. I wrote it myself from scratch, and I did not use any artificial intelligence tools to write or edit it.

    We have worked with Sam for the past two tax years and have nothing but the best to say about our…read moreexperience. Sam is highly responsive, attentive, and organized, and she makes tax season significantly less stressful for us than it otherwise would be. All we do on our end is find/upload our tax documents; Sam and her team take care of the rest. Excel Tax Group is fantastic and we look forward to continuing to work with Sam in the years to come.

    Kugelman Law - taxlaw - Updated September 2026

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