Business Description:
Tax Services, Tax Returns, Tax Resolution, Offer in Compromise, Settlement, Penalty Abatement, Installment Agreement, Corporate, Individual, Enrolled Agent, IRS, FTB
Categories
tax services
Five Points Advisory Group
900 North Broadway, Santa Ana, CA 92701, USA
(888) 208-3146

Service

Value

Will Recommend

Milton P.

New Orleans, LA

Five Points Advisory Group

Working with Five Points was the best thing I could have done.

Five Points Advisory Group is definitely a five out of five. I was having some major problems with the IRS. They were my fault, and I was trying to get my employer, friends, and family to try and help me alleviate the burden. In the process, I ended up with a levy against my military retirement fund.

James showed me some options, and we decided on the best strategy to pursue. I processed the power of attorney paperwork, he got the levy released, and now we're working on a payment schedule. He made phone calls on my behalf to ensure the right paperwork was in the right hands. He stayed on top of it. Basically, I have breathing room again. I am appreciative and thankful for what he was able to do.

Five Points also ensured that their fees were affordable. We worked out a payment plan, and to top it all off, nothing was deducted until all the paperwork was processed and I was satisfied.

I called several other agencies beforehand, and they all sounded good until they got into the specific details, then the cost was astronomical. Five Points worked with me within my budget. They helped me maintain a decent household income by releasing the the levy. They're like a godsend to me. I highly recommend them.