I cannot thank the team at MOSKOWITZ LLP enough for their incredible support with our tax filing and legal needs. From start to finish, they provided a level of expertise and thoroughness that gave us complete peace of mind. Our experience started with an initial consultation with Steve Moskowitz. Right away, it was clear he has handled similar complex cases many times before. His knowledge and insight gave us high confidence that we were in the right hands. From there, Paul Vargas drafted a comprehensive legal opinion letter that perfectly addressed all of our specific concerns and gave us a clear path forward. When it came to the actual tax filing, Sarah Vestal handled everything with immense attention to detail. She went above and beyond by reviewing our previous years' taxes and caught a major issue--we had significantly overpaid our 2024 taxes. Thanks to her sharp eye, she helped us file the necessary amendments to get that money back. We have now successfully completed all of our tax filings. If you need a team that combines top-tier tax law strategy with meticulous accounting, look no further than MOSKOWITZ LLP. Thank you, Steve, Paul, Sarah, and the rest of the team! read more

Very good tax attorneys that are responsive and dependable. Great at filing and lowering tax liability with their negotiating skills

Frequent turn-over of accountants and lawyers. Slow responses. After 6 years tax issues not resolved. We've only accumulated penalties and interest that is more than the original tax bill. Run fast. Don't stop here. read more

Very disappointing experience. When working with a tax resolution company you expect clear communication, realistic advice, and actual progress. Instead, this firm is disorganized, updates were hard to get, and I often felt like I was ignored. Tax problems are stressful enough without having to wonder what your own firm is doing. I did not feel like I was treated with the level of attention or urgency deserved. Overall, I left frustrated and with much less confidence in the company than I had when I signed up. I would suggest getting everything in writing, asking very direct questions about who will actually handle your case, and comparing other options before hiring this firm. read more

We have been waiting 3 years!!! Just to get fees removed or reduced on back taxes that were owed because of circumstances that were not in our control. Our house burned down along with all our taxes. My spouse died of cancer then I got cancer then two years later my new partner passed away in a motorcycle accident then I had a motorcycle crash! It was 4 very hard years trying to run my business! This firm took $5000 from me and never did a single thing in 3 years! In fact we now owe more money than when we started as the fees have been accruing interest in those 3 years!!! We have been fobbed off to 4 different people in those 3 years and each time we had to start all over again explaining to each new person what was going on! Then we were asked to supply some paperwork showing the hardships I've had. We sent the requested documents which did not get sent to the IRS but mailed back to me!!! I had to send them to the IRS myself in registered mail to make sure they actually received them. I have called and left VM several times and emails and get no response until I ask for a refund! DO NOT USE THIS COMPANY! It's been an absolute NIGHTMARE! They seem to have a very high turnover there....zero accountability read more

Moskowitz llp disclosed all fees. Did what they said they would do. Help me submit all ERC forms and receive monies I never expected. Also helped me received receive monies that were promised but significantly delayed. read more

I've been a client for years &the service seems to be getting better each year. Not just the tax preparation, the customer service is excellent. Highly recommend this to everyone I know. Client for life. read more

Went through a rough divorce. Went to Moskowitz for help on my filings. 2019 +- Paid just about $20,000 for help. I asked about rates and fees. He replies "Oh we don't work that way"... Its $12,000 (to file (4) 1040EZ...) His people are polite and professional. But nothing gets done. EVER. I thought it was pandemic related, but it wasn't... I believe I had 4-5 different representatives reach out for a new POA. They all kept leaving. HUGE RIPE OFF. High PRESSURE SALES. And to hear his B***S*** on the radio is a disgusting dis service to anyone in this situation. DO NOT USE HIS SERVICE. read more

I heard about Moskowitz on redio, i decided to call and see how can they help us with our backed taxes. From the get go when we were on the phone Steve was so rude and unprofessional and dry. If you dont agree with the $figure he throws at you then he will make you feel so uncomfortable and get rude. I will never recommand him to my community or friends. There are much better people outthere that will do the job with respect. Absolutely the worst experience!! read more

Moskowitz LLP - Accountants Near Me - San Francisco, California

I was overwhelmed with the task of filing back taxes for a family member. I literally had zero records and didn't know where to start. My CPA recommended Moskowitz LLP and despite years of hearing their radio ads promising a free consultation with the man himself, I was still shocked to be getting personalized advice and onboarding with Steve Moskowitz himself. The work they did was even more impressive. For just one tax year they helped me file, the negotiated tax bill was less than 10% of what the scarh IRS letters said they were owed. For me, the best part was, I did NOT receive a bunch of emails and calls unnecessarily from my assigned tax associate. Communication was simple, effective, and only when necessary. For lack of a better term, they just handled it. I appreciate their work so much. I quite literally could not have accomplished this without them. read more

I reached out to Steve Moskowitz For two ERTC Matters and one was settled in 3 months and the other in 5 months. His staff clearly requested the necessary paperwork and from there the IRS was on the clock. Steve and his staff are ALL very professional and capable in handling these matters. I reviewed all his recent YELP reviews and they all have one thing in common 5 STAR Ratings. Believe the radio ads when you hear them They speak volumes for Steve who literally talks with each client and his staff makes good on his approach to the accounting situation. Have never met the man and only talked with him on the phone. I can only say if you have an accounting matter at any level, Make Steve your first call. Bob R Pleasanton Calif read more

Thank you to the entire Moskowitz Team! Our ERC refund was expertly handled from start to finish. Our ERC refund greatly exceeded my expectation. Communication with the staff was always easy. Every question and concern was thoroughly answered and explained. It has been a pleasure to have Moskowitz LLP handle our company's ERC refund. I 100% recommend Moskowitz LLP to any individual or company in need of exceptional Tax representation. Tim Cowell, CEO Radiology Partner, LLC read more

Disappointing experience and lack of follow‑through I'm sharing this to help others make an informed decision. In my case, the firm's high employee turnover had a direct impact on the quality of service. I hired them specifically to avoid tax issues and missed deadlines, yet because staff left or didn't follow through, key deadlines were missed and fees were assessed--exactly what I was trying to prevent. The engagement started with a single conversation with an attorney. After payment, I was handed off to multiple account managers, none of whom were able to move the matter forward. Communication dropped off, and despite being an active customer, I haven't received outreach on my unresolved issues for months. In hindsight, the money I paid this firm would have been better spent directly on the taxes I was trying to resolve. I understand things happen, but continuity, accountability, and timely follow‑up are essential--especially for tax-related work. Based on my experience, I cannot recommend this company. I sincerely hope they address staffing stability and client communication so future customers don't encounter the same problems. read more

Great experience with the team at Moskowitz. Had a real mess with some back tax issues. Received excellent service from Mary and Carey who dug in and stayed with it until all issues were resolved! It was worth the money I paid them to work with the IRS on my behalf. Everything was resolved and I am personally relieved and happy to recommend their services. read more

The team at Moskowitz has helped both my parents and me in separate situations where the IRS was incorrect in their assessment. The resolutions took a lot of time and effort and I am truly grateful for the outstanding job performed by the team at Moskowitz! read more

What a complete waste of time. Filled out a questionnaire that they provided prior to our call and all his questions were based off the questionnaire. Obviously didn't take the time to review it. I guess "lawyers" are not required to provide any type of customer service considering Steve was condescending, arrogant and flat out rude with his questions and responses. The clown obviously thinks he's above the average citizen asking for a little help. Said it would cost $750 per year for returns and asked if that sounded reasonable. Well YOU asked so I questioned if that was negligible and his response was yes $1000 a year. What a joke. I seriously waisted all my time filling out a questionnaire they never review just to jump on a call to be treated disrespectful. read more

I am the owner of a small law firm who became "aware" of the ERC tax credit and had no idea as to how to go about receiving it. I consulted Steve Moskowitz (yes, he actually got on the line with his colleagues!), they instructed me what they needed, they shepherded me through the process, and many moons later the IRS actually processed the amended returns and I received two refunds for two separate quarters. Thanks Moskowitz LLP never could have done it without you! read more

I engaged with Moskowitz in 2024, after the IRS claimed I owed additional taxes for 2023 and 2022, and also tried to levy a penalty for an accidental double payment in 2023. The attorney side of the house successfully lobbied for removal of all penalties, and the CPA side redid the taxes for those years, leading to a refund (rather than the payments the IRS was demanding). Best $15K I've ever spent. Both the lawyers and the accountants were responsive over email and calls, and it was easy to exchange documents through their portal. I'll be using them for my taxes moving forward after this. read more

Hi pressure sales people. I did NOT use them. They have a good website, but when you look deeper, there is not much there.... Read all the bad reviews here in Yelp and it is clear that these people will steal your money. I am glad I chose NOT to use them. I found a REAL ethical accountant / attorney. read more

In my 50+ years of business experience (20+ as a business owner), this is one of the most shady outfits I've dealt with. I really can't believe they can sustain a business like this. Steve claims to know everything, but doesn't anymore. Think Joe Biden in his last term. He is the sales guy that takes your money up front, promises you everything, and then hands it off to incompetent EAs or admin people to do your returns. They only have one or two CPAs there and the rest are entry-level admin people. And if they screw up on your return and you need to have it amended by a more qualified CPA firm, they will not refund you. read more

On my initial call Steve was quick to ask for a credit card for full payment. After that, things moved slowly. I engaged Moskowitz in July of 2023 for a proforma report. Although I was repeatedly promised the report over the next few months, it wasn't until I requested a refund in January of 2024 that I finally received the report. Most of the staff I interacted with were professional and nice. For the most part, they just didn't follow-up. It was an expensive and frustrating experience. I used a different firm to prepare my taxes. They were able to generate the aforementioned proforma report AND compete my taxes at a fraction of the cost and time. read more

Want to give a Very High recommendation too Steve Moskowitz LLP and his staff -Jialin; Mary; and Sheri. They addressed my tax issues with outstanding results saving me a substantial amount in taxes due far exceeding my expectations. They addressed all my questions, concerns, and options and I am going to continue to utilize their professional services and expertise for all my past, present, and future tax issues. If you have any tax issues Steve Moskowitz LLP and his staff are the ones to address those matters. Bruce C. read more

Steve Moskowitz is perpetually advertising on the radio. Now I know how he affords it. He charged my wife 10K up front to negotiate a payment plan with the IRS for back taxes. He did literally nothing, without her constantly calling him back, I am not sure he ever would have. Finally, he announced he had arranged a payment plan that would provide no relief at all from the original bill. It was basically the same deal you can get from the IRS by just going in and negotiating on your own behalf. But I am sure her 10K bought a lot of air time. Folks, this guy is a snake oil salesman. He does nothing that you can do yourself by going to the IRS and asking for assistance. A huckster of the first order! Do not patronize this firm; it is money wasted. read more

The firm did a great job clearing up some issues with the tax agency. They were a very good interface to explain the situation and reach a resolution. read more

I paid the full $15K up front a month ago to track down the ERC that we have not yet received. They sent one form to sign and now I cannot get any information from them! One time fee only sounds great to get your ERC but I think the federal government will be faster than having them track it down for me. Would not use them again EXTREMELY disappointed. read more

The Moskowitz Law Firm has helped our family tremendously. I am so glad I called them when I did because they immediately jumped in to help us and literally lifted a weight off our shoulders. From that first call with Steve Moskowitz to the many many emails and phone calls with various staff members, they always handled things professionally, efficiently and respectfully. Whenever I called, I usually got directly to the person I was calling, but if they weren't available, whoever answered the phone would help me. Also, emails were replied to within a day. I can't say enough good things about them! They get the highest of recommendations from me and my family! read more

My partner was hit with a very large tax bill that then ballooned to WAY more money after over a year of ignoring the IRS's frequent letters. Of course, one should know never to mess with the IRS so we were desperate to get this issue resolved as soon as possible. We reached out to the Moskowitz firm back in the middle of 2020. They warned us that the IRS had a huge backlog of requests for settlement so it may take a year or more to get the issue resolved. Like others have mentioned here, we had to pay up-front, but, aside from taking care of our issue with one tax year, we also had the firm take care of our taxes for the past five years, in order to ensure there was consistency with how the taxes were filed. Through this process, their accounts found that my partner had forgotten to file for one year, which resulted in more money being owed to the IRS. I will say that there was a huge waiting game sometimes with the IRS, but the Moskowitz team that we worked with would always respond to our inquiries in about 1-3 business days. They were patient with our questions and we were pleasantly surprised when the settlement came in at a lower amount than we initially quoted. Moskowitz saved us about 61% reduction in everything owed to the IRS (which includes what we paid Moskowitz + settlement to IRS). Definitely worth it from our perspective - thank you!! read more

I reached out to Moskowitz LLP for help pursuing ERC reimbursement from the IRS. I had no luck making any progress on my own, and although the government stopped processing for a considerable time, Moskowitz was able to leverage their contacts to expedite and ultimately resolve the long-awaited reimbursement. Very professional, responsive and capable, highly recommend them for any type of business matters that need legal help. read more

WOW! Steve, Sheri, Mark, and Fengying have always provided the most fidelity, professional, concise, confident, and brilliant guidance. Superheroes sometimes don't always wear a cape - but look up to the sky in SF there are a few flying! read more

We have had 3 ERC credits successfully filed and the IRS has refunded us for 2 of the 3. Seems that the third one is in limbo, and we are tasking Moskowitz LLP to give them a little nudge. read more

I heard about this company on the radio all the time. So when I recently did a few investments and a side business, I decided to call this company to get some guidance and explore options. He came to the meeting late and started firing many questions. Maybe he was trying to get a basis for the situation, but it was so impersonal that I had to stop the rapid-fire questioning. We didn't proceed any further. Maybe I caught him on a bad day. read more

This is a business of sales and money launderers not at attorney . Hired them a year ago because IRS was unresponsive to our payment arrangements proposal and IRS sent us multiple misleading letters . I have had a payment plan with IRS for a few years and wanted to adjust it . Payed Moskowits $5k was promised moon and sky that they will remove penalty lower my monthly etc. First of all you can never get a hold of anyone the agent that works on your case you email them or use the client portal . We did everything that was asked of us all paperwork. 6 months into it we see no progress we call multiple times get to talk to the manager who's the best car sales man iv ever spoke to . No action it's now another 6 months I call call and call leave messages nothing . Send email to my agent says she's no longer with the company. I want my 5 k back what happened to 1 yr of what she has worked on and why were we not notified who is taking over our case . Fraud ! read more

I was not impressed with the HIGH PRESSURE sales pitch and scare tactics that Moskowitz presented to us for issues related to taxes. It was also enlightening why this firm wanted several $1000's up front to begin my case which is contrary what other attorneys informed me. The best analogy I can give you for my 20 minute meeting with Moskowitz was a high-pressure time share presentation where the salesperson becomes upset after telling them that we wanted to spend some time considering the large purchase. read more

Wow, The negative comments are for real. There's nothing I read that I have not mostly experienced

I really appreciate the staff at Moskowitz law firm for helping me with my delinquent taxes. Everyone was professional, and the letters from the IRS have stopped. Thank you! read more

My experience with the team at Moskowitz has been worthwhile and cost-efficient. They helped me reduce my liability with the IRS and the FTB significantly, and they have helped me get my business on track for future growth. I wish I had contacted them earlier because I would have saved myself a lot of stress. read more

I had worked with Tod Feld from Moskowitz LLP. They had prepared my ERC documents. Everything went well and I had received my credit. About a year later I received a letter from IRS in regards to ERC. I reached out to Tod and he went over the top in responding to the IRS and resolving the problem. I can't say enough about the effort and attention Tod gave me, and I highly recommend Moskowitz LLP. Thanks again Tod, Jeff A. read more

Definitely keep looking. This is not the help you want, trust me. Called him about a tax situation and he quickly shouted out "$10,000!". I said I don't have that kind of money and said maybe I could file my own offer in compromise. He said I was a fool and I'd be like a fish being fed to a seal by the IRS. I actually did file the "offer in compromise" (wasn't as hard as you'd think), and it was accepted and completed and my tax issues are over. BTW, I've lost all respect for the radio stations that advertise for this guy. And especially those that personally say what a great guy he is and how they just went out to dinner, etc. read more

I wrote a negative review on Yelp of Moskowitz LLP in December. They failed to return my phone calls, and when we did connect they were very unhelpful. As a result of my review, Moskowitz LLP called me on Wednesday, January 3 at 12:22 p.m. They tried to gaslight me, saying that what they said to me never happened. And my negative review Yelp was deleted. So I'm creating another negative Yelp review. Let's see if Yelp deletes this one as well. read more

Moskowitz LLP did it again. If you look at my previous reviews, you'll see what I have been going through on and off with the IRS and FTB for the last few years. Lost the house and everything (including all tax documents) we own, in the Tubbs fire of 2017. Sold an office two days before the fire and had two 1031 exchanges in 2018. Also sold a decrepit piece of real estate for a loss in 2019, that I couldn't keep up with, while dealing with fire rebuild trauma. Because one tax year required information from the prior tax year, I got behind very quickly. Everything began to snowball. Started getting letters from the FTB and the IRS. Couldn't even bring myself to open the envelopes after a while. Too much anxiety. You know the feeling. As soon as I hired Steve and his team, it was just like old times. First thing he said was, "Don't even open the envelopes if you don't want to. Send them directly to my team." I opened one envelope from the IRS that suggested I owed them in excess of $300,000. Another letter added penalties and interest and before I knew it, the dollar mountain was well over $600,000! Six years after the fire, we finally moved into our rebuilt the house and I thought of how I would break it to my wife, that we would be selling the house to pay off back taxes and penalties. Not only did the IRS want an enormous amount of money, there was a distinct possibility I would have to go to court. Can you go to jail for ADHD, procrastination and PTSD? But, today I got a phone call from one of the attorneys on Steve Moskowitz team, Paul Vargas. I almost broke down when he told me that they were able to get all of my back taxes, interest and penalties forgiven. Truly the team at Moscowitz LLP are the "IRS whisperers". The thing that continually amazes me about this firm, is their follow up. When you call them with a question, you get a human being on the phone and it's a human being who cares and understands your case. You will get tremendous follow up, legal, expertise, and most importantly, EMPATHY! A lot of you have heard Steve Moskowitz commercials on TV and radio. Many of you have heard his advice segments on KNBR. He's one of those rare people that actually delivers on what he says. Moskowitz LLP makes it possible for me to sleep at night. Thank You Steve. read more