1. TaxHelpers - Tax Attorney

    1. TaxHelpers - Tax Attorney

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    Walnut Creek, CA

    TaxHelpers - Tax Attorney

    5.0 (20 reviews)
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    9 years ago

    messaged through Yelp and then we talked on the phone, gave me alot of info cant use him now but I would recommend you call him .

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    Review Highlights - TaxHelpers - Tax Attorney

    He handled all the calls , letters, communication with the IRS and he saved us a TON of money and stress.

    Mentioned in 13 reviews

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    Soodeehul Law

    Soodeehul Law

    5.0
    (59 reviews)

    I'm so glad I found Nerisha on Yelp because she's the only one that I felt was perfect do my living…read moretrust with. Including all the 5 star reviews as proof. I had a video consultation with her where she told me the process and procedures for a living trust for a single individual. She answered all my questions and made it easy to understand. Stress and confusion drastically faded as we moved closer to the finish line. It took almost 3 months to complete, but that's a real good timeframe. Especially when I'm busy with my kids, I had to find the right time to schedule our meetings. I had one consultation via zoom, two zoom meetings, then in person signing. I really like how Nerisha made the process very simple and educated me on everything that was included in the living trust package. The price was fair, if you need to get a living trust done-- do it now! Don't wait like I did because it'll only get more expensive. She's a very sweet and knowledgeable woman. I love how professional she is while being a friendly face with empathy. I will definitely recommend her to all my friends! I can't wait to receive everything in the mail and officially be done adulting!

    My wife and I recently completed our estate plan with Nerisha and the experience exceeded every…read moreexpectation. As a working couple with two young daughters, we had been putting this off for years -- partly out of complexity and partly not knowing where to start. Nerisha made the entire process feel manageable, thoughtful, and thorough. She prepared a comprehensive estate plan including a revocable living trust, wills, durable powers of attorney, and advance health care directives for both of us. What stood out was how carefully she tailored everything to our specific situation -- we have assets across multiple financial institutions, employer stock plans, retirement accounts, and a home with a mortgage, and she addressed every piece with clear, practical guidance. Nerisha didn't just hand us documents -- she provided a detailed cover letter explaining exactly what each document does, how to fund the trust, what beneficiary designations to update, and the precise wording to use at each financial institution. Months later, when we were actually executing on all those steps, that guidance proved invaluable. When we ran into a specific technical limitation on a beneficiary field at one of our brokerages, she responded the same day with exactly the right wording -- no back and forth, no ambiguity. Her notary work was flawless, documents were delivered with scanned digital copies, and her office was responsive every single time we reached out. The peace of mind we now have -- knowing our family is protected no matter what happens -- is something we cannot put a price on. If you are a family with complex finances or simply someone who has been putting off estate planning, I cannot recommend Nerisha highly enough. She is professional, knowledgeable, and genuinely cares about her clients. -- Ninad K., San Ramon, CA

    TaxHelpers - Tax Attorney - taxlaw - Updated July 2026

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