David R.
Professional and Fair Resolution to a Complex Tax Matter
I worked with Segal, Cohen & Landis on a tax matter involving several prior-year IRS issues and the potential for an Offer in Compromise. The process ultimately took longer than expected, which was frustrating at times. However, after raising my concerns, Sam Landis personally reviewed the situation and worked with me to reach a fair resolution. He acknowledged that the timeline had exceeded the original estimate and honored that estimate by issuing a refund. The billing team was also very responsive—Danielle and their controller John followed up and ensured the refund was processed quickly. Tax matters can be stressful, but what stood out to me was the firm’s professionalism and willingness to address concerns fairly. I appreciate how they handled the situation and the accountability they showed in resolving it.

