Alan F Segal & Associates, PC

I spoke with Mr. Segal for the first time today and I feel relieved already. I am in a bad situation with IRS and Mr. Segal spoke with me on the phone and was very professional and kind. I am looking forward to meeting with him and getting my life back on track and get straightened out with IRS.

I have worked with Mr. Segal on multiple tax matters dating back to 1990. He clearly knows how to «get things done» at the IRS and specializes in working out arrangements that take stress and burden off the taxpayer. He is genuinely concerned about his clients and takes time to explain issues and options clearly. He often says «I love what I do,» and it shows.

Alan has been instrumental in helping my Mom get through a pretty rough tax problem due to the passing of my Dad. Throughout the process, Alan has provided ample information about what the IRS has requested and has even gone above and beyond to ensure the issue was resolved in a timely manner and thoroughly explained each step of the process to me and my Mom. If I have a tax problem, I’m certainly going to call Alan.

Alan did a great job with my personal taxes two years in a row. He saved me money, legally, using methods that were beyond my comprehension. I had moderately complex returns, with a home office, personal business, and I wasn’t taking my standard deduction.
Unfortunately in the second year we had a disagreement about a detail on my taxes, and he spent quite a bit of time on a detail that I considered trivial. I think he wanted to stay in the clear legally, but I didn’t appreciate being billed for that extra time.
I’m not sure what a reasonable price is for personal taxes but the first year I felt like it was a good deal, and the second year it was more than I was willing to pay.

If ZERO stars were possible… it would be the review.
Just hung up the phone with Alan who was supposed to be handling a tax situation for my mom. They have essentially done NOTHING in nearly a year and the IRS has followed the path it would have naturally followed, which in this unusual instance was a good one, but we have been billed (and have yet to see a draw down ledger on the retainer) by Alan and his team.
Additionally, documents that we submitted to Alan were not forwarded to the IRS and there has been EXTREMELY sporadic communication… only initiated by me… and only sometimes returned.
They’re not cheap and their service is terrible. I would look into another firm if you’re seeking tax help… wish I’d know 18 months ago.
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Update (8-​8-​2012)…
I was contacted by Alan via Unilocal messenger asking me to modify my review. I will attempt to do so here. While my experience with Segal is as stated above, he did provide credits for hours and services during the course of their retainer. I am certain he will post a response to this review, however I stand behind my earlier comments in this review.