Moskowitz LLP

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 Moskowitzs 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 sisters 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 definitely respond to emergencies. If I could, Id give them 100 stars, rather than just 5!

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.

Thank you to the entire Moskowitz Team! My ERC refund greatly exceeded my expectations. The entire process was expertly handled with superb communication and attention to every detail. Every call I made was answered, or returned in a timely manner. The staff is very professional, helpful, and thorough. I am extremely happy with the service I received. I recommend Moskowitz LLP 100% for handling any Tax situation.
Tim Cowell, CEO
Radiology Partners, LLC

At the last minute, I hired Moskowitz LLC to do my taxes as well as a previous year. They took care of it with flying colors! If you need the job done right and quickly, hire Moskowitz!

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.

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!

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."

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.

I applied and was approved for 4 ERC payments and only received 3. I waited for approximately 1 year to get the final payment without success. I contacted Steves office frequently trying to get an answer of when I would get the final payment. I was offered an accelerated program that Steve suggested and I got my final payment in full before I even got the bill from my credit card company for the fee. All I can say is it was super quick and well with the extra fee to secure the paymentthanks to Steve and his staff!!
Rob A

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. We are literally a Mom & Pop business and a very small account for a CPA firm. 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 got me through. I can't thank her and the whole team at Moskowitz enough!

As a real estate broker and attorney I had prior occasions to hear Moskovitz talk on tax matters in professional meetings. I therefore knew that as a CPA and attorney, he was knowledgeable.

When I had a tax matter arise for a business entity I controlled, I contacted his tax law office.
I initially thought the fee he quoted was a bit high. I went with the firm anyway .
The results from their representation were fine and the amount of work they spent on the case justified the fee charged.

Want to give a Very High recommendation to Steve MoskowitzLLP and his staff - Jialin; Mary; and Sheri. They addressed my tax issues with outstanding results saving me a substantial amount of taxes due, far exceeding my expectations.
. They answered all my questions, concerns, and options and I will continue to utilize their professional services and expertise for all my past, present, and future tax matters.

I had no idea there was a reporting requirement for even a very modest asset held overseas until a friend mentioned there were big penalties if you dont file the right forms. The team at Moskowitz was very helpful and explained the IRS process to me in terms I could understand, giving me peace of mind, taking away a lot of stress and worry.

Steve helped me overcome a massive financial issue in my household. I was frustrated and extremely scared about my tax problem and Steve was able to figure out every angle. After working with Steve, I knew he really cared about me and family. He called to check up on us and was always keeping us updated about our situation. I highly recommend Moskowitz LLP for their professionalism and attentiveness to our case. Thank You for everything.

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 money from the ERC and i am ecstatic. Thank you Steve for helping me with this. Based on my experience, I would highly recommend Moskowitz Llp.

JG

Steve has been a trusted resource for me and my family for over 10 years. He is very personable and can relate to ANY circumstance you might have because of his nearly 40 years of experience. What I appreciate most about Steve is that he took the stigma, or the fear out of the equation and helped me to realize that there is always a solution, and Steve always finds one.

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!

Steve and his team not only sorted through my personal tax issues, but those of my father's estate as well. They took a great load off my shoulders; thank you!

Steve Moskowitz and associates have done an excellent job with our taxes. We had some really substantial issues with not filing returns and some back taxes owed to the IRS. Steve and his team have really made us feel comfortable and have been solving one issue at a time in a way that has us feeling very comfortable. If you have issues, I would highly recommend the Moskowitz team!

To whom ever reads this:
I would like to start out by stating that the situation that I found myself in was completely of my own doing. When I supplied my tax preparer with my information I failed to realize that I did not have all of my 1099s for that year. So he could not input materials that he was not supplied.
When you have someone prepare your taxes and something does not seem correct question it.
It seemed to me that my tax amount should have been higher but I did not question it at the time.
My experience with Moskowitz LLP was very good. I received a letter from the IRS stating that I had unreported income of nearly 400K and that they believed that I owed approximately 82K in back taxes.
I immediately called Moskowitz LLP whom I had heard advertise on the radio that they could deal with items like this, I left a message. That same day I received a call from Mr. Moskowitz and had a discussion on what I believed had happened (these funds were from an inheritance not income). He explained how his company worked, with a flat rate down payment (which to a 70 year old seemed a little expensive, but after thinking about it in these times it really wasnt unreasonable) that covered I believe the first 30 hours of his firms time, and if it took longer than this to resolve the issue that there would be an hourly charge accordingly. He also stated that in the end I might end up owing IRS the full amount but he hoped that I would not.
The system that they have is very easy to use even for a 70 old. I down loaded copies of the initial letter from the IRS to get started then downloaded further correspondence as I received it.
It took a couple of months with them going back and forth with IRS but the issue was resolved with me owing the IRS approximately 3.3K instead of the 82K they were originally looking for.
I would have no hesitation telling anyone to go to Moskowitz LLP with any issue regarding the IRS.