I am surprised Steve M. is allowed to keep his license. Run away as fast as you can before you get scr..ed by Steve. Whatever you do, please do not pay upfront. He took my money ($10K) and did absolutely nothing. Six months later when I tried to meet Steve and confer about the situation, he avoided my calls. When I showed up at his office, he would hide like the coward that he was. Finally, I took my documents and paid another entity to prepare the required returns. He never refunded a penny! read more

The Moskowitz team are all very professional, they listen well, and they will understand your particular tax issues. They can design a specific tax plan for your needs as they did for me. Trust in their experience as I did." read more

Working with Steve Moskowitz has been amazing. I was having trouble figuring out who was a W2 employee and who were 1099 independent contractors. California makes it so confusing. Steve explained everything, not just from my perspective as a business owner, but also how the IRS sees it and gave me plenty of tax strategies moving forward. Thanks again, Steve! read more

Rude. Not good customer service. Sounded expensive. When I called, two sentences answers and hung up. read more

We hired this firm about a month ago. Steve is a nice warm person, the CEO of course. Now, it's been only a short time, but it's disappointing that they got my "owed amount" incorrect, and so far are asking for information anyone can do on the IRS site. Also, no one has responded to my concern in a week. I paid several thousand for a slow or no. I was led to expect better. Be cautious. We want to move, buy a home elsewhere. Nope! Not till the IRS cuffs are off.... read more

I contacted them and was called back by Steve. He immediately took his fee up front and assured me that someone in his office would call me. After waiting a month, I contacted his office and had to become a thorn in their sides before I could get them to act on my case. This was for ERC funds. I would not feel comfortable using them for anything. I also had a phone consultation for tax prepratiton for my business. I asked the person to email me so I could send him previous tax returns for a quote for future services. After having 2 calls with the man, I never had any return communication with them. I stayed with my current CPA after that. read more

I approached Steve Moskowitz with a very threatening nine-page letter from the IRS, stating I owed a large sum in back taxes. Steve looked the letter and said, "We'll get to the bottom of this." Several weeks later Steve got back to me; turned out the IRS owed ME several thousand dollars! I've been a regular client ever since. B. Sussman read more

Wow, just got off a consultation that lasted about 10 minutes and ended with Steve haning up on me. I answered 10 rapid fire questions. He quoted $5k, acted like a car salesman, wanted a decision on my part on the spot. I said let me think about it over the weekend. He said there's nothing to think about and don't let it ruin another weekend (today is Friday). I said I'll take the weekend to think about it and I won't be pressured. He said call me when you're ready and hung up. No joke, hung up. Who in their right mind would work with someone like this? Not me. Hopefully, not you either. read more

Moskowitz LLP are professional, personable, and trustworthy. They have been providing services for me for many years, and I appreciate everything they do. I highly recommend them for all of your tax needs! read more

IRS -- letter 2019 The IRS sent me a letter stating I miscalculated my tax return of 2019 that the sale of my company shares exceeded what I initially reported. I'm far from a tax expert and reached out to Andrew Ford at moskowitz LLP law firm. Andrew help me with engaging the IRS and help solve my matter. I highly recommend Andrew Ford and the team as moskowitz read more

The Moskowitz firm keeps producing unexpectedly great results. I thought I'd get a penalty reduction for a late Q-3 filing, instead, I got a very, very nice refund. Love these guys. read more

No longer offer estate planning services as of Feb 2023. Wasted 6 weeks waiting for services to be provided only to hear they were no longer going to provide this service. Had to pay in advance for nothing. I was treated with total disregard during entire process, except for initial call with reception. read more

Highly qualified to manage offshore properties! Great communication & excellent accounting

I recently used Moskowitz llp for the employee retention credit (ERC). Steve personally took my call and explained everything thoroughly. His staff was extremely helpful and professional through the whole process. I have received the monies from the ERC and I am ecstatic. Thank you Steve. Based on my experience, I would highly recommend Moskowitz Llp. J.G. read more

My consultation was extremely high pressure and similar to a time share presentation where the salesperson becomes upset because you do not agree with him/her. Moskowitz used scare tactics and made untrue and/or worst case scenario statements regarding government intervention and deadlines. He made reference that the Trump administration may cut programs so I need to pay his firm prior to 1/20. He became upset when I told him that I wanted research his ideas and have a CPA/business attorney review his suggestions. Oddly, he wanted a large amount of money up front with no guarantees. I did not have a professional experience with this firm and am sad for the poor folks who may have used Moskowitz services without getting a second opinion or verifying the information he presented with the Internal Revenue Service. I wish I would have researched all the negative reviews prior to my consultation. read more

Called about the ERC. Had an initial interview with an associate. She scheduled a meeting for me with Moskowitz. She also had me fill out a financial spreadsheet with lots of numbers that was not quick to fill out. The day of the meeting I got several email reminders. The meeting time came and went. I got no call. Two day later now and two emails back to the firm I have had zero response. What a schlocky outfit. The advertising definitely doesn't match the performance. Don't waste your time. read more

We started working with Moskowitz LLP for 2022 tax returns after coming out of the pandemic and having a really difficult time finding a new CPA that would take on a Mom & Pop with bookkeeping challenges (I am the bookkeeper and the challenge)... Moskowitz took us on and guided us through the Covid intricacies. I was having a terrible time switching to QuickBooks Online and Zhanna Mironova held my hand and with patience and a lot of hard work on her end... she got me through. I can't thank Zhanna and the whole team at Mosokowitz enough! I have paid much more to other firms to not have my emails answered and miss important deadlines, they are worth every penny for this little business! read more

Always 5 star. Been using this company for almost 40 years. Never disappointed. They are professional, knowledgeable and responsive. The manager, Erin Humbles, is a rock star. Any inquiry, she resolves promptly with the utmost in professional courtesy . This year my preparer was Juan. As with all their preparers, they are knowledgeable of all the current tax laws and their proper applications. Juan Ojeda, made valuable proposed suggestions for our return, returned correspondence within minutes, and answered all our questions knowledgeably and patiently. my tax service coordinator, Greg Anthony, made the entire process, seamless. Highly recommend read more

I needed a will, but was at a loss about how to proceed. Moskowitz LLP came to my rescue. From beginning to end, the process was relatively painless and very efficient. Raquel Lazar-Paley was the attorney to whom I was referred. Her assistant, Donique, coordinated the information required from me, as well as setting and confirming all appointments. Once the necessary documents had been created, everything was very carefully explained to me by Ms. Lazar-Paley. When the documents were finalized, we went through them together, line by line. Nothing was left to chance. I put myself in Donique and Ms. Lazar-Paley's capable hands. They were patient, kind and professional, providing me with my will and my Advanced Health Care Directive. It is a pleasure for me to recommend the firm of Moskowitz LLP. read more

It's unfortunate I called Steve to have some tax issues resolved. Payed him 5000 dollars after numerous attempts and numerous calls with him and his associate about the issues I trusted what he had to say. This was in 2019 and it's 2022 and I never heard back from. I feel the stole 5000 dollars from me and my family which we need that time. We where told they could get us some of our money back. In the end they never helped us. It's unfortunate. read more

It's hard to imagine that creating a trust could be a pleasant experience but my husband and I were lucky to find Raquel Lazar-Paley, the trust attorney working with Moskowitz LLP. She was pleasant. She was thoughtful. She was patient and she explained everything thoroughly and understandably. We could not have asked for a better experience. I would recommend her without hesitation. I actually look forward to updating our trust as often as necessary!! read more

Quoted a free consultation and then bait and switched us when we arrived to a $500.00 fee. We ended up paying because we thought we received value from the information but we felt hosed and lied to. And then.... we were given a load of crap about being given a "package" price including everything. There were other items needed associated with what we are doing that magically were not included and he refused to give us any visibility of the cost until we agreed to work with him. Many of the tasks associated with our needs were being taken care of by our broker but Steve refused to scale his price to eliminate the redundancies that we were already paying for. He was very condescending when we asked about the fees and completely inflexible. Not to mention, his price is literally in excess of 10 times what the other attorneys quoted us because they were willing to do only what we needed. All of those commercials must be very pricey. We were also there to discuss updating our trust. Our estate is very, very simple and he wanted $5,000.00. Wow. Crazy expensive. This dude works for his best interest, not yours. Steer clear. read more

It's been a few years since I've posted BUT.....Once again, Steve and his team have helped me and my family! Sadly, my brother passed away recently and we had some issues working around some tax issues with his estate. We were getting different answers from the holder of the funds in his estate. Steve and his team clarified for us the correct path and, once again, saved the day!! Thank you Steve Moskowitz!! read more

Mr. Moskowitz is the most cold hearted man I have EVER met- and I'm 68 years old. I hope that he changes his ways before he dies because he's going to be in for a big shock. Anyone who associates with this man needs our prayers as well. I came for help, he was cryptic in his reply- just saying that I hadn't done my homework- whatever that means. I started to cry but he couldn't care less. I guess he could tell that my wallet wasn't a bottomless pit that he could put his hand into. read more

Moskowitz LLP successfully negotiated an installment agreement for us with the IRS. They also obtained a payoff amount for us. They were easy to work with and talk to and seemed genuinely concerned about our situation and invested in assisting us. I highly recommend them for all your accountancy needs. read more

I had a difficult situation with my taxes. My husband had died and not paid IRS taxes for several years and there was no record of his income; there's also an issue with capital gains on the sale of our house two years ago. I engaged the Moskowitz firm last year, paid them a $25,000.00 retainer and I still have no results. Efforts to contact them have not been resolved. read more

We were hit with a large tax bill and had heard of this company from their ads and conversations on local radio. We got an appointment with their chief tax lawyer who immediately presented us with a bill for $20000 to proceed. We paid up believing we had finally found a professional service who were on our side. Long story short, after several years of back and forth we realized we were never going to get any actual help from these people. They seem to make a living by leading people on with false expectations and further charges all of which end in a net loss. I managed to interface with the IRS directly (turns out they can be quite helpful) and I sincerely hope we never have to deal with money grubbing scammers such as these bottom feeders ever again. read more

Multiple late filings or filings not done, no follow up on request, have gone down hill 100% since we first engaged them in 2016. Do not use their services. They have created messes that they don't fix. All Steven Moskowitz does in get on calls to try to get you to engage his services, and then once the money is paid they don't do the work. read more

I have worked with Steve and his team for more than a decade and they've done a great job! They are very professional and know how to deal with the IRS better than anyone. I would highly recommend. read more

The main reason we chose to work with Moskowitz is that they specialize in California tax. We were supposed to receive a written document at a specific date, but that didn't happen. We had to call them to remind them of the deadline, which at that point they sent the document. We asked to have the taxes completed at least 2 weeks in advance in order to have time to review them. When that wasn't done, we had to call the firm and ended up speaking to different people asking them to complete our taxes. They would give us one deadline, not complete things by that deadline, and not inform us that the deadline couldn't be met. It felt like calling students/children to ask them to complete their homework. If you want your taxes completed by a professional firm, don't use this one, as we won't be using this one in the future. read more

We wanted to update our estate planning documents, and Raquel was assigned to us. She was incredible! She is a lawyer with years of experience in estate planning, which enabled her to back up her recommendations with real-world experience. She moved the process forward steadily, without pressuring us. She was great at explaining every paragraph of each document in plain English. Every meeting over Zoom was efficient and enjoyable. Her manner is businesslike and friendly. We now have all the relevant estate documents, plus editable copies of certain letters for us to use in transferring assets into our trust. We are so happy with the process and the results. Raquel also provided recommendations for other professionals that we needed to complete our plan. Donique was there for our signing, which was also smooth and efficient. Raquel and Donique set up every meeting efficiently, and clearly communicated all details about the signing process. When we initially called for tax consultation, we were surprised to get a call back from Steve Moskowitz himself. He was helpful and personable. read more

Was offered a free 30 minute consultation. Literally all Steve did during the "consultation" was steer me into signing with him. He replied every question by saying "that will be a part of the opinion we will provide for you" (when I pay him). Other attorneys I've consulted with were full of useful honest information. All the negative reviews on here were on point. These guys are sleazy, don't care about you, and are a bunch of thieves. I would avoid them like the plague. read more

INCREDIBLE FIRM! Not just taxes! My wife and I got ourselves in a sticky legal situation trying to do a good deed. We knew we needed professional representation, but we are just regular working people and were afraid of being financially devastated trying to solve this problem. We consulted at least half a dozen law firms in the area. Some of them made time for us, and some asked for large consultation fees just to consider the case. Steve and Joe and their team were immediately responsive and available, and gave plenty of time to discuss the case and ask questions before we made a decision about hiring their firm. Not only were they the most engaged in our case, they also offered a fee structure that would work with our budget! They were straightforward about what they could do, and what it would cost. The peace of mind of having them on our side and knowing that we wouldn't end up bankrupt was priceless! Once we hired them, they were just as available and diligent. No matter when we had a question or doubt, our attorney was available to answer our call and speak to us. They gave careful consideration to strategies we considered or had suggested to us by other attorneys, and were thorough in laying out the possibilities and risks of each one. We always felt confident following their advice and knowing we had the best expertise on our side. If you have a legal issue within their areas of expertise, go ahead and do your due diligence consulting with a few firms, but you can be sure that with Moskowitz, you will get what you are promised! read more

Steve Moskowitz and his team are the best at what they do. Five years ago, I was shocked to receive an audit letter from the IRS about my tax return from 3 years earlier. With 3 years interest included, it was a large bill. I had never been audited before. .So I went to my then-accountant and asked for help with dealing with the audit. He told me just pay the bill. No more help than that. Time for a new accountant. I had heard Steve Moskowitz's commercials on the radio for several years and I liked the idea of having tax lawyers/accountants looking out for me. Then I received several more threatening letters from the IRS, so I set up an appointment with Steve. I brought my paperwork and we talked through the audit process. I worked with a team of his specialists. Everything Steve said came to pass and I wound up paying less half than what the IRS requested. Moskowitz LLP has handled all my accounting ever since. Later, my sister and I decided to sell our parents' home, since they had both passed away. The home was in another state and there was no mortgage, but capital gains were complicated in my sister's and my case. So I talked with Steve again and he set a team to work on the calculations, so I was set for the sale. The sale took a while. Along the way to the sale, Steve made me aware of the different options available for deferring capital gains and the fact that my wife and I needed an estate plan. So Steve had different teams of people help us go through those. I was amazed at the tax traps they helped me to legally avoid. Then the sale finally happened. I talked through the sale paperwork with the settlement people. Everything was set. Tight time deadline. Then the paperwork actually came and it was talking about additional issues that had not been discussed with me. I could not sleep that night. Early the next morning I called up Moskowitz LLP and said I had an emergency and needed to talk with Steve. He was on a call, but he called me shortly afterward. After some discussion, Steve conferenced in one of his tax attorneys, who was actually licensed in the state where the sale was taking place! The attorney rearranged his schedule, I uploaded the sale documentation, the attorney reviewed it, and answered my questions that very morning. The sale went through and I am very happy. Steve Moskowitz and his team are friendly, professional, knowledgeable, and can respond to emergencies. If I could, I'd give them 100 stars, rather than just 5! read more

The Moskowitz LLP firm is well known throughout the SF Bay Area for many years - kept hearing their marketing on the local radio stations - decided to call them regarding the ERC program / I decided not to pursue that program feeling that my small business would not realize much - BUT in the meantime I spoke to Steve (the owner) a few times - in those conversations he was always polite and patient in explaining the process involved (which is not an easy thing to do with tax issues) Also his staff that I had spoken to directly (Cliff, Shawna, etc.) were also friendly and efficient at the same time - even though I did not use their services this time around would not hesitate to call them in the future for other tax or legal matters if necessary ! read more

Stephen Moskowitz took hundreds of thousands from my wife and me. He did nothing but string us along for years. This follows a pattern I have been able to verify from another of his clients, a friend of mine, that he did the same thing to him, and my friend lost tens of thousands. And I know third hand of many more. All, nearly identical in his mode of operation . He made promises to us that he did not fulfill, and I have no doubt he never intended to fill. His MOA is to slickly get an enormous amount of cash up front on a "flat fee" agreement. Then he does as little as possible; and the very little he does he uses to justify keeping everything you turned over. We cannot give a low enough rating for this man. A negative 100 would be more accurate. We have filed a state bar complaint and have taken him to court in an attempt to recover fees he received but could not have possibly earned because the events required to trigger his work on that prepaid matter had not occurred before we demanded our fees back. No work could have possibly been done. Additionally, he directly lied to us about how much he paid to subcontract out a matter and lied to the subcontracting attorney as well as to the latter's rightful share of the case. If you go to Stephen Moskowitz, you are going at your own peril, to an attorney "shark" who is the epitome of what has given the legal profession a bad name. Expect nothing but emptying of your bank account. Please look at the other negative reviews of him here. They match what happened to us. read more

"Wait till you see her in court. She's a shark! They call her the Terminator. She never lose a case. Now you make her mad. She double the damages. Hasta la vista, baby." - Ping to Elaine, Seinfeld It's been 2 years since I walked into the Moskowitz offices with a stack of IRS notices... This review is LONG overdue. I recently received a call and trailing letter from the IRS that since our final payment for services was made, our power of attorney was no longer needed. As our ongoing tax payments (well negotiated and quite manageable) were auto deducted, it's easy to forget the situation even existed. Right from the start, Mr. Moskowitz assured me it was gonna be alright... In that initial consult I felt a real connection to a guy who laid out what was to occur and that I would not have to deal at all w/ the IRS. Too good to be true I remember thinking, but once I signed on w/ them, they took care of it all, having that burden lifted felt good - damn good. While I never dealt w/ Steve again after that 1st meeting, (Chris & his team covered all the bases) I recall his steady confidence putting my wrecked brain at ease. With those woes behind us, I look forward to engaging them to handle our yearly taxes... Having them in our corner is somehow reassuring. If you have a tax situation, RUN don't walk, to see these folks, you'll sleep better after talking to them. Thanks folks... Much Mahalos !! read more

I have been with Steve's firm over the last 3 years. It was all new to me being audited and threatened with letters by the IRS of audit. Then recalculating previous tax years and deciding I owe more with penalties and interest. And even having to prepare for tax court. The whole time I felt I was in good hands with this law firm. Each lawyer and their legal assistants that were handling my cases, treated me professionally, supportive and were always updating me with how it was progressing and if I had questions for them. One tax year, they even managed to get an IRS demand and threat of tax court thrown out for legal reasons the IRS would have never told me if I was on my own! I was looking at revised audits for 4 years and demand estimated back payments and penalties well over $150,000! It's been reduced to under $14,000 settled on. Since then, they have helped me plan a strategy to get my house in order and getting me on track and take advantage of tax deductions and estate planning that will help me in the near future and long term. Grateful. I had to learn to manage my expectations of what is allowed legally and what is not. Sobering for sure. It was tough to have to still pay back taxes with business writeoffs not allowed after the fact but there was a lot they fought the IRS over and had them back off and relent. Sticker shock was an understatement for the firms legal services in fees for sure. But I get the same reactions from potential customers for my business when they reach out for professional services needed in my field for the first time too! It's all relative. My reviews average 5 stars for over a decade but I have gotten a few 1 stars over services I never even rendered to them. Many have agendas and decide they need to be significant in their reviews. It's normal. I have had a most positive experience dealing with Steve and his staff. I trust them. read more

If I could give 0 stars I would!! Steven Moskowitz called me back personally after I called his receptionist trying to find out if he handled employee tax credits since I employed 60 employees. I knew right of the bat he was a used car salesman scam artist. I tried to explain my situation and just ask a simple question to find out if this was something that he does for clients. He cut me off avoided the question and told me he wasn't always and attorney he used to drive cabs. He was trying to look like the simple down to earth human. What a joke. He then said yes I handle tax employee credits and have done 100 of them. Here is the problem my question was regarding if I qualify as an employer and if my situation would work for the credit. He then said I have never ran into your situation( lol it's a common one) but if you pay me $7500 I will look into it for you even though I done 100 cases. This idiot should be disbarred on the spot. Run as far as you can from this guy!!!! read more

Absolutely a crook! Promise us his personal services, then passed us off to an associate in the office. We would wait days for a return call, never received a satisfactory answer, ten wait additional days for the associate to get the required and requested information! We would have been better representing ourselves! read more