Customer Reviews for Patrick H. Wanzer

When your world feels like it’s collapsing around with tax issues and there seems to be no end in sight, Patrick is who you need on your side. Patrick stepped up quickly, assessed my situation, discussed with me my potential options and helped create a game plan to freedom again. Because of Patrick, I finally feel at peace in dealing with my tax situations. Thank you Patrick so much.

We were in arrears for many years of Federal taxes and Patrick worked with us to come up with an Offer in Compromise to offer the IRS.

Patrick is a stress-and-worry-reducer. In addition to tax return preparation, Patrick helped us navigate through some issues when we received an unintended IRA distribution, which had the potential to create some big problems if we did not correct it properly. Patrick helped us sort it all out and reduced our stress tremendously. He spotted some errors on prior returns as well. We find tax preparation difficult and stressful, and Patrick helps make it all go as smoothly and painlessly as possible.

Patrick is THE BEST. Getting a letter from the IRS saying that our Offer in Compromise would be nullified without a massive $10K+ payment in a few weeks was panic-inducing. He talked us off the ledge, requested more time from the IRS to sort out the problem, and reviewed our two previous returns. After finding mistakes in how they had been calculated, he submitted our amended returns and worked with the OIC office to keep them informed of what we were doing. Such a relief to have an advocate on our side!

Patrick really took the time to explain very complex information in a way that was easy to understand.