Senior settlement officer with a focus on high-dollar tax cases. Thomas has helped clients resolve millions in tax debt through strategic negotiations.
Good knowledge but communication could be more frequent. Had to reach out for updates rather than receiving proactive communication. Karen delivered good results but the process felt less organized than expected. Final outcome was acceptable.
Karen has excellent knowledge of California state tax issues in addition to federal matters. She handled both my state and federal tax problems efficiently. Professional approach and good communication throughout the process. Very satisfied with the results.