I had been a single mom working as an independent contractor and had fallen behind in my taxes. By the time they added on fines and penalties the amount I owed was way beyond anything I could pay in my lifetime. Between the harassing phone calls and the tax men showing up at my door I was so scared and desperate.
Steve had me sign a paper that essentially put him between me and the tax man. No more threatening calls or people at my door. Steve filed all of my back taxes for me. He ALWAYS answered the phone anytime I called with a question and was reassuring and straight forward. He had things I needed to do such as make copies of things and provide him with information as needed. It was so refreshing to have only ONE person that I needed to talk to about my taxes.
I was surprised that Steve came to a settlement with the IRS so quickly. My initial debt was in the hundreds of thousands of dollars and we settled for less than a thousand. He also worked with me for my state tax debt. That was much more difficult to settle but we finally did for about 10% of my original debt.
I am happy to say that I am finally debt free. Also, that I have a credit score now that is in the excellent range!
After thinking that I would only be out of debt when I was dead, I am out of debt, have great credit and am looking at buying a house.
Steve Katz does what he does best---represents and advocates for the working people.
PH - Califoirnia
I operate a small business since 2003. I thought I could handle my own taxes with the business. After all, I am in the information technology field and I thought I could it... just follow the directions, or use Quickbooks to manage my business taxes and payroll forms. I did it myself for for a couple years and realized I was doing it wrong. I was receiving lots of letters in the mail from the IRS saying that the I didn’t do something correctly, or the amounts that I put on forms didn’t match the amounts I put on other forms. I sent the IRS as much money as I could. Sometimes the payments I made were applied to other charges I didn't even know existed.
I was continuously bombarded with letters from the IRS. I even received warnings from the IRS saying they would cease my property. At one point they sent a Notice of Levy to take the money form my bank account.
Things were getting scary. I knew that I was in trouble and I thought I owed them about $5000 over the span of
several years, but after assessing the the true depth of the problems I was in, it was over $20,000 after all the penalties and interest.
After consulting with Steve Katz he able to quickly come up with a solution and game plan. He knew the laws and he was proactive throughout the process.
We began the Offer in Compromise process and within a few months things were looking good. We were able to make an offer which cut $20,000 owed down to appx $5000 which could be repaid over the span of 6 months.
Meanwhile I was getting lots of calls and letters in the mail from Lawyers and pushy sales people who pretend to be working for the IRS. Steve assured me knew what he was doing and to ignore those calls.Steve knew up front how the IRS works and that they almost always reject your initial offers. He also knew the laws and how to properly go up against them when they reject you.
The day finally came and I was ECSTATIC! The IRS has accepted our offer and I was able to begin the repayment plan. We made the payments and finally received the official acceptance that everything was complete. A huge burden has been lifted and I am so much happier now. It has been a couple years since then and when it comes to the IRS and my business taxes, I have never felt better. All of our IRS problems are 100% resolved. Steve continues to do my quarterly payroll and tells me where to sign and mail the forms, and exactly how much to send the IRS each quarter. I have learned the value of a good accountant, and will never again underestimate the importance of one.
Steve Katz saved my business, and I recommend him to anyone who is in trouble with their taxes.
SL - Arizona
Steve Katz is your best bet for any tax matters
By LEE H. on 10/31/2016 (Published on RateABiz)
We have referred a number of clients to Steve for complex tax returns, amending incorrect returns from years ago in business cases, and offers in compromise where he continues to pull rabbits out of the hat. We don't refer tax matters to anyone else and Steve does our taxes; he's thorough and knowledgeable with 30+ years of experience as an enrolled agent. Don't go anywhere else!
Knowledgeable, efficient and cost effective
By Kevin Harris on 10/31/2016 (Published on RateABiz)
Steven has an impressive amount of knowledge when it comes to taxes. He led me through the process of cleaning up my books and saving money by more efficiently follow the tax code. Steven has been responsive to questions and has had a great deal of patience when teaching those of us that have little accounting and tax law background. I plan to have him take care of this year's personal taxes as well as the business taxes.
One of the BEST!!
By Jason Halper on 10/16/2016 (Published on RateABiz)
Steve is always up front, honest, and provides factual/common sense based advice. He has helped me through many tough times with tax issues and has never steered me wrong, especially last year when pointing out the IRS was wrong and helping me recover almost $2000. He genuinely cares about his clients and always looks out for their well-being.
High Quality, Efficient and affordable no nonsense service
By Ruth Canamar on 10/01/2016 (Published on RateABiz)
Steve has been my accountant for about 14 years. He has been a saving grace in preparing both personal and business taxes. I am very grateful that he answered my call many years ago. I can't thank him enough for his valuable and efficient services. When he moved to China for a few years he kept doing my taxes and got them done quickly as though he was still in town. I have recommended him to others for years and one client in particular that I referred him to is a very delicate case; he has been extremely professional, attentive, and has gone out of his way to meet client in her own home. I agree with other reviewers, he is very knowledgeable and easy to work with. I will continue to use his services. Thank you Steve!!
Professional and knows what he's doing
By Ana Briceno on 10/01/2016 (Published on RateABiz)
We've used Steven many years. He is very professional and goes out of his way to answer questions or find answers for his clients. I have personally emailed him with questions about taxes or in reference to taxes many times and he replies to my email quickly. He is Always honest. I highly recommend him for any tax purposes.
Fast, great service, smart
By Joe Savarese on 09/29/2016 (Published on RateABiz)
I have known Steve for many years and our paths crossed when my son and I were on a cross country trip. Steve is the smartest person I ever met. I didn't know what he did for a job but I found out on his Facebook page. I asked him if he would do my taxes in the future. He looked at my past taxes and found several mistakes and got me several hundred dollars back. I whole heartedly recommend Steve. I just wish I could be as thorough as he is.
Professional tax help with consistently good communication and attention to detail
By Brian Miller on 09/29/2016 (Published on RateABiz)
Steven Katz has been very good about communicating in a timely manner as we have begun to work together. We are in the process of preparing an offer in compromise to present to the IRS. So far, Steven has been very clear about what he needs from us and has actually explained how these items come into play as we execute our strategy. We are very pleased so far with Mr. Katz's overall professionalism and feel that he takes a personal interest in seeing our business reach a good resolution on our outstanding tax problems.
By Timothy Hoffmann on 09/29/2016 (Published on RateABiz)
Steve is “on it”, all the time. Emails with questions are promptly returned. Steve doesn’t waste my time. He’s accurate, he talks with me when necessary, and continues to personally guide and direct me through all the various “tax” nuances relating to my personal financial matters, business, and business ventures. His professional service fees are more than fair. I’m very pleased and very thankful!
By Mark Rosa on 09/29/2016 (Published on RateABiz)
Steve Katz has been my tax consultant for over 10 years. In this time he has handled my taxes and financial interests in a professional and courteous manner. The first year I used Steve he recovered over 1500.00 in back taxes from previous tax consultants. Steve is very timely and accurate with his responses to questions you may have and always looks out for your best interest. I highly recommend Steve Katz for all your accounting needs.