Review
I had an excellent experience working with Herb during my IRS audit. From the very beginning, he demonstrated deep knowledge of IRS procedures and helped me understand the process clearly, which immediately reduced a lot of stress.
Herb guided me step by step on how to communicate with the IRS examiner, what documentation was truly needed, and how to present the information accurately and professionally. He was very strategic in reviewing the examiner’s proposed adjustments, validating the numbers, and confirming that the figures were consistent with my own calculations.
Thanks to his expertise and preparation, the audit process went smoothly and efficiently. There were no accuracy-related penalties, and while interest applied as expected, Herb successfully addressed the penalty issue and ensured everything was handled correctly and fairly.
What I appreciated most was his calm, practical approach and his ability to explain complex tax matters in plain language. I always felt informed, confident, and well represented throughout the process.
I would highly recommend Herb to anyone dealing with an IRS audit or needing a knowledgeable tax professional who truly knows how to navigate the system and advocate for their client.