Katzner Law Group, PC

Katzner Law Group, PC

Reviews Summary

The reviews consistently highlight exceptional professionalism, thoroughness, and responsiveness. The attorney is praised for making complex estate planning accessible, offering clear explanations, and patiently addressing all questions. Clients appreciate the efficient, organized process and compassionate approach, often noting timely communication and a genuine commitment to their needs. Many emphasize feeling at ease and highly recommend the services for their affordability, clarity, and personalized care. The overall sentiment reflects trust, satisfaction, and peace of mind.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Multi-state Experience
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Multi-state Experience
CPA License

Contact Information

Address

360 Lexington Ave 15th Floor 15th Floor

New York, New York 10017

Hours

Sunday Closed
Monday 9AM-7PM
Tuesday 9AM-7PM
Wednesday 9AM-7PM
Thursday 9AM-7PM
Friday Closed
Saturday Closed

Customer Reviews

We recently worked with Gabriel Katzner and his team at Katzner Law Group to navigate the estate planning process, and we couldn't be more pleased with the experience. From the very beginning, Gabriel took the time to thoroughly explain every step, ensuring we understood our options and felt confident in our decisions. His expertise, patience, and attention to detail made what could have been an overwhelming process feel seamless and manageable. Beyond his legal knowledge, Gabriel brings a level of warmth

Gabriel helped our family with what I thought was a complicated estate plan (but easy for him) including setting up multiple LLCs and an Irrevocable Trust. Gabriel was always available and responsive answering our questions and extremely patient as we made important decisions for our family. I'd highly recommend him!

Gabriel was very thorough and understanding while helping us set up our estate plan and trust. He gave simple instructions, was available to discuss our questions even if they were granular, and didn't rush us through the process. We would definitely recommend working with him for your estate planning needs!

Gabriel Katzner was a terrific lawyer and a joy to work with as we created our family trust. He was thorough, clear, prompt in his responses and incredibly patient with all of our questions. He made the entire process free of any tension or confusion. He even made it fun. We recommend him highly and enthusiastically.

Highly recommended. Very responsive, very informative and knowledgeable. Always available - patient, answered all our questions, and made sure that he held our hand throughout the process. 100% no brainer to use Gabe!

Gabriel was extremely helpful and efficient. He and his team communicated in a timely manner and in a way that I could understand. I had a lot of questions and concerns about estate planning and Gabriel was able to guide me through the process in a way that was best for my situation. I am grateful to have found Katzner Law Group and would recommend them to anyone looking for estate planning services.

I don't typically leave online reviews but Gabriel has gone above and beyond in helping my family navigate complex estate planning issues. Gabriel is not only diligent and thorough in his work but he is also a personable individual who really values his clients. Also, unlike other attorneys Gabriel?s pricing structure is upfront from the outset with no hidden fees or surprises! If you're looking for the best in the business look no further - I highly recommend Gabriel to any individual looking to create a s

Reached out to Gabriel to complete a trust. First time for a trust and first time working with Gabriel. He explained the process with the right amount of detail. All communication was clear and timely. He made what could be a complicated process very simple and straightforward.

Gabriel was on the ball every step of the way: he responded to emails swiftly, and was very patient and kind with our many questions, or when we delayed things ourselves. All around a lovely guy and topnotch lawyer!

Highly highly highly recommend Gabriel and Katzner Law Group for any estate planning / family trust work that you need. He made the process extremely easy, explained everything in a way that we could understand, and was immediately responsive to any questions or concerns we had along the way.

We worked with Gabriel on Estate Planning with an extremely tight timeline and were delighted to find him amazingly accommodating, knowledgeable and friendly. He is a talented professional who has tremendous experience and competence. His efficiency in understanding our case and executing the plan promptly have put us at great ease - having made a complex subject both simple and tax efficient. His transparent communication regarding his fees too, was an icing on the cake. We would highly recommend him.

Gabriel Katzner has been wonderful to work with, responsive, kind, and efficient, and I highly recommend his firm, Katzner Law Group, for Estate Planning. The process of gathering information, meeting on Zoom, going over summary documents, asking questions and receiving comprehensive information has been seamless. The whole process happened in a very timely and affordable way, and knowing that Gabriel and his firm are easily accessible for any future questions or concerns provides priceless peace of mind.

Gabriel helped us with an estate issue and was super helpful, quick to respond to any messages, very knowledgeable and reasonably priced. He really held our hand throughout the process and made everything easy for us. It was a pleasure working with him and we would highly recommend him to anyone needing help with an estate in NYC.

Extremely attentive to every detail, informed, thorough and professional. He was very personable and easy to talk to. Every question I had he answered clearly and promptly. I highly recommend him.

Received great advice from Gabriel. was thorough and patient throughout the process, he was patient and took time to address my concerns

Gabriel Katzner made the process very simple and worry-free. Lightning-fast responses, patient, and easygoing. I'm very happy with the services I received.

Gabriel made the whole process very clear and easy for us and also managed to work with a more aggressive timeline. He was super responsive and transparent and a pleasure to work with. His website is extremely informative and helps give you most of the detail you need to know.

I recommend Gabe for estate planning without reservation. I had put off setting up a plan for a very long time and wasn't sure where to begin. Searching online recommendations for an attorney brought me to the Katzner Law Group?s website. I found his webinar informative and engaging, and proceeded from there. Gabe guided me through the process with ease and I couldn't be happier.

We worked with Gabriel to put together our family trust. From the beginning we had full confidence as he explained things clearly and succinctly. Our situation is complicated, as we have lived and worked in several countries around the world. Gabriel worked through the complexities with ease and made a complicated situation straight forward. He is compassionate and understanding and really cares about the right outcomes for his clients. Lastly, Gabriel works on a fixed fee basis and does any and all work re

I had the privilege of working with Gabriel on several occasions, and I can confidently say that he is an exceptional lawyer who surpasses all expectations in terms of professionalism and efficiency. Not only does he excel in his field, but he also possesses an incredible sense of compassion and genuine care for his clients. This is evident in his unique ability to translate complex legal terms into understandable concepts for his clients. My experience with Gabriel was unparalleled, and I guarantee you won

Gabriel did an outstanding job helping me prepare my last will and testament. He made the process informative and enjoyable despite the tough subject matter. His flat fee pricing is fair and reasonable for his services. I would highly, highly recommend him to anyone looking for estate planning help.

Gabriel was incredibly professional, helpful, and patient in working with us to complete our trust documents. We have peace of mind now thanks to all his efforts.

We have had a great experience working with Gabe to set-up a trust. He is very personable and patient, always quick to respond, and tries to make what inherently is not a very fun process as easy as possible. We're glad to have him in our corner when it comes to estate planning and would definitely recommend him to others.

Absolutely professional throughout the entire process. Estate planning is not fun, nor is it something anybody *wants* to do. Gabriel made it a very seamless process: he is easy to understand, engaging to listen to, clearly knowledgeable, and most importantly he has the personality to talk you and your family through sensitive topics. I appreciate that he was incredibly thorough without wasting any time, made himself (and continues to make himself available) as a resource, and was very quick to respond to

Gabriel was everything we could have wanted in an estate lawyer. He is super knowledgeable, responsive and was always available to answer any of our questions. He took us through the process every step of the way and made it as easy as possible. We also appreciate the personal relationship Gabriel establishes with his clients so it never felt transactional. Highly recommend!

Katzner law prepared my Living Trust. Gabriel was so helpful, knowledgeable and informative. Very organized. He made my part so easy. Pleasant to work with. I highly recommend working with his practice for your estate planning needs.

Katzner Law Group has set a new benchmark for service. This is the finest and most compassionate professional legal care I have ever experienced. Gabriel is responsive and ethically skilled. His efficient navigation of complex matters is extraordinary. Thank you for all your help.

Gabriel made the entire process seamless! Very knowledgable, easy to get in contact with at any point in time, and was extremely efficient.

I had the pleasure of working with Gabriel on my estate planning, and I cannot recommend him highly enough! He was incredibly knowledgeable and patient, taking the time to explain all of the complex legal concepts in a way that was easy to understand. He was helpful and supportive throughout the entire process, providing regular updates and took the time to answer all of my questions and concerns. I felt confident that my affairs were in good hands, and would definitely recommend him to anyone in need of an

Gabriel was great to work with - he was patient, took time to explain the process of setting up a trust, clearly articulated the various options available to us and thoughtfully justified his recommendations. Gabriel is very well versed in the legal technicalities surrounding estate planning and is aware of new developments that could have an impact on his client's plans. He made himself available at short notice and all of our meetings were productive and informative. Given the importance of estate plannin

Gabe came highly recommended to us from some close friends who had a great experience working with him on setting up their family trust. We're especially glad we took their recommendation and connected with Gabe who turned out to be a real pleasure to work with in setting up our own sets of trusts. In many ways, Gabe is a unicorn -- he is an attorney who a) knows their stuff inside-out, b) has a strong work-ethic and incredibly fast turnaround times, and c) actually cares about his clients and takes the t

I wanted to set up an individual will, but have never worked with an attorney before and didn't know what to expect. Gabriel was a godsend; he was very patient and took the time to listen to my situation, before helping me decide that a living trust was best for my needs. He was quite thorough, always a consummate professional and quickly responded to all of my questions either by phone or email. Gabriel and his team made the entire legal process very quick, efficient and easy. It was a real pleasure work

Gabriel has deftly guided us through the many complexities of estate planning including actual execution of the plan. He has been very helpful explaining the pros and cons of the choices that must be made along the way. Always organized, punctual and a pleasure to work with!

Gabriel did a wonderful job in guiding us through the estate planning process. He is a great professional who is very responsive, responsible, and knowledgeable. We just had our first child and wanted to make sure there was a good structure in place without making it too complicated - Gabriel did just that. He was a pleasure to work with and we would recommend him to others.

I need wayyyy more than 5 stars for Gabe and his team. They were all so wonderful. I spent alot of time researching which attorney would be suitable for my trust needs before I finally found Katzner Law Group. The process was very simple and I had been procrastinating for months. Gabe is very welcoming, professional and will take his time answering all your questions and making sure you are confortable and everything is clear. And boy do I ask alot of questions. He extremely patient and always follows up.

Working with Gabriel was a pleasure. His introduction videos helped to clarify the difference between wills and trusts and I was actually surprised when our initial Zoom session was a one on one with him (I was expecting a screening video with an assistant). Gabriel was down to earth and very personable. He patiently answered every question and even took my call on a weekend when he was on a trip with his family. He worked around my and my elderly parents' schedules for Zoom calls and signings. I would

Gabriel did a fantastic job with my project - a first-time will and trust setup. He was responsive, always on-time, detailed, and great at explaining options to me and ensuring I understood. He stepped me through the process of estate planning quickly and efficiently; I appreciate that he made good use of time. He was also quick with email and phone replies and setting the date/time for the signing. I found Gabriel via the Hyatt Legal Plan, and he exceeded my expectations. I will use him again when I need t

Due to the time sensitive matter of my situation I was in need to create an estate plan for my family. Like most people, my wife and I googled and came upon Gabriel Katzner's website. After reading the glowing reviews and speaking with him, we were certain Mr. Katzner was the right attorney to handle our estate matter. Gabriel was very professional, well versed, kind and compassionate thru out the entire process. We highly recommend him for anyone who is in need of estate planning.

I'll make this easy for you--- If you're looking for an estate attorney, Gabriel Katzner is your guy. Diligent but more importantly a good person. He will do right by you and your family.

This was a very pleasant experience working with Gabriel. From the start he was very accommodating and incredibly knowledgeable. We really liked how he spoke a language that we could understand and allowed us to feel comfortable in everything we needed to sign. We felt his services were truly customized to our needs and he was available to us at any point in the process. No question was too small or big for Gabriel and we always got the short and long story. We would and are highly recommending Gabriel to o

Gabriel provided expert and thorough counsel from beginning to end of the process I retained him to help me finalize. He is professional and courteous, engendering both trust and confidence.

Gabriel was very helpful in setting up a living trust for me. He is extremely accommodating and is very knowledgeable in what he does. From the first zoom call he was very informative and did not waste any time. He also made things very easy for me, and is not a rip off at all as his pricing is very fair for the work he does. Highly recommend.

My husband and II were truly impressed with Gabriel at our very first meeting. He made us feel at ease even when we felt we had overwhelmed him with the many questions we had for him. He is super organized, efficient, knowledgeable and above all, very patient and thorough. No questions and e-mail messages went unanswered and in very explicit and easy to understand language. Actually, we were a bit surprised that our e-mail messages were returned so quickly, normally within hours, not days, which is ver

My wife and I started to look into estate planning as recent newlyweds and we are so glad we came across Gabriel at the beginning of that process. He made everything so simple from start to finish even though it was clear that everything he was doing in the background was extremely thorough. Gabriel was always generous with his time - from the introductory phone call where it was very clear he would be a great fit for us to the numerous meetings to discuss our draft documents and any concerns we might have

Gabriel made the process of setting up our trust and living will SO easy. We had no idea what to expect but he was clear on every step and made it seamless. He also is clearly looking to build a long term relationship vs just get the job done, which we appreciated. We are very happy with the outcome and would recommend him to anyone looking to set up estate planning.

Gabriel had assisted me in preparing personal legal paperwork. From our first conversation over email, he was very thorough and explained all the steps that would be required for the process. This was during the holiday season, so he was very transparent of his upcoming vacation and made sure that it fit within my timeline. Gabriel was very responsive. He responded to emails very quickly, even on the weekends and always delivered what he promised. He was always on time for our meetings and was prepared

I'm wrapping up an engagement with Gabriel Katzner and would highly recommend his services. He is competent, professional, friendly and extremely organized. Engage him if you're looking for a seamless , painless process. He is easily reachable and responds to emails same day. Since when does an attorney treat their clients that way? They are typically impossible to reach. I did the research same as you, reading reviews. asking around and Gabriel's recommendations were consistently strong. Two other points

We recently worked with Gabriel Katzner and he did an outstanding job above and beyond our expectations! We did not know Gabriel prior to working with him and he answered the many questions we had and showed amazing patience as this was a learning experience for us at the same time. His knowledge and expertise were evident and he explained everything clearly so I could make my decisions along the way in this process. He truly cares for his clients and provides valuable advice that makes all the differenc

Gabriel was incredibly prompt, thorough, knowledgeable, and kind in helping us put together a trust. Very educational and patient. Super detail oriented. We recommend him 100%! Thank you Gabe!

Gabriel was extremely thorough and professional throughout the entire estate planning process. He is a pleasure to work with and has a positive and thoughtful attitude that make the process more pleasant. He is very responsive to emails and phone calls and addresses any concerns promptly and completely. We plan to continue to use Gabriel as our estate attorney and would highly recommend him to anyone who needed similar services.

We have been beyond happy with the work that Gabriel has done on our estate planning project. He is prompt via email and phone, takes the time to explain complex legal issues in terms we can understand and seems to genuinely care about the well being of our family. We really liked the fact that he has a young family himself, so he understands exactly our concerns and what we are trying to accomplish when planning for our children?s future. He is incredibly thorough and detailed ? a priceless quality in y

This is the first review I ever write. I'm very impressed by Gabriel, especially comparing him to the NY Super Lawyer I worked with. Gabriel is a very knowledgeable, capable and smart attorney. However, what impressed me most is his professionalism and caring for his clients. He works very hard and is always responsive to my inquires (even after office hours). He has amazing unique skills to communicate complex legal terms to laymen. Frustrated by a NY Super Lawyer who failed to understand and answer

I reached that time in my life when I realized that finally had to set up a will. I worked hard for my money and did not want to leave it to NY State to figure it out the wrong way! I came across Gabriel Katzner. I read his reviews and they convinced me that he would be a good fit. Gabriel responded after I sent an introduction email. We chatted on the phone a bit and I received a questionnaire to complete. We arranged to meet in person to review the options of a Will versus Trust. He addressed my questio

I worked with Gabriel on my estate planning over a protracted period, so I really got to know him. From start to finish, he was consistently outstanding: knowledgeable, professional, courteous, and most importantly--accessible! Gabriel would answer my emails within a few minutes, never more than an hour, which I found amazing! And not just once or twice, but EVERY time! I deeply appreciated that. My will is now complete and I have Gabriel to thank for walking me through it and making the experience so pleas

The attorney Gabriel is very prompt, kind and efficient. He took his valuable time and had several conference call with me in CA, my brother in VA and my sister in S. Korea. He was very patient and understood our family's need. I contacted several other firms but they didn't explain really clearly But he only does trust and I think he's the best far as I know. I don't write reviews but I had to for this service!!! I strongly recommend him so get free initial consultation. You'll know what I mean!

Gabriel was very highly recommended to us by a colleague, and we can definitely confirm that he made the process to finalize estate planning documents very smooth and efficient. He is very knowledgeable, accessible, and thoughtful. Recently, we executed comprehensive estate planning documents with Gabriel's expert guidance. Throughout the process, he was very accessible and responsive in answering our questions, as we tried to understand the legalese, and see how the various documents fit together and wor

Gabriel was amazing to work with. He is thorough, attentive, delicate, and very family oriented. He helped create our will and made sure that all scenarios were covered in protecting our daughter if something happened to my husband and I. I felt like I was in extremely good hands and would highly recommend him.

With our baby having turned one year old, we wanted to prepare an estate plan, and Gabriel did an absolutely outstanding job helping us with that. He never tried to push his services but walked us through our options and helped us form a solid understanding of what we needed. The subject matter is very involved and requires thinking through a number of considerations, completing quite a bit of paperwork, and coordinating this work with financial and other service providers. Throughout the process, Gabriel h

Gabriel is extremely knowledgeable and thorough and made what seems like a monumental task of creating an estate plan very manageable. He's professional, ready and willing to answer any and all questions and follows up in a very timely manner even if it takes awhile for you to come to any sort of decision. I highly recommend his practice.

It has been a pleasure working with Gabriel and his team. He is deeply knowledgeable, service-oriented, prompt and makes a tough topic very accessible. I feel at ease knowing Gabriel will be an ongoing support to me and my family to ensure our estate plan is effective and our wishes are carried out.

I found Gabriel's law firm via the Hyatt Legal Plan at work. Since my first contact, Gabriel has been extremely professional and very responsive. He is detailed in all his explanations and very patient with all enquiries, especially for a first timer like me, that had many questions! Gabriel helped to make this important process very smooth. His law firm was also very efficient during the signing process. I will definitely recommend the Katzner Law Group to friends and colleagues.

With a baby on the way, my husband and I decided it was vitally important for our family to be secure if anything were to happen to either one of us. I reached out to Gabriel initially wanting a phone consultation before hiring him. I was very impressed with the amount of time he was able to spend on the phone with me, completely patient with all of my questions, and there was no pressure to hire him. We did end up hiring him and it has been an extremely pleasant and helpful experience preparing our estate

Gabriel provides outstanding, quality legal services from start to finish. Gabriel helped me prepare a will with ease. He is highly attentive, very responsive, professional and knowledgeable about the business. He works with you to accommodate your schedule and makes himself available for any questions or concerns every step of the way. I highly recommend him and the team!

My wife and I engaged Gabriel for preparation of wills and related documents. Gabriel responded to all our questions promptly and completely, and we had full confidence in his advice. His client onboarding and document preparation process were straightforward and efficient. His office space and support staff were nice. I think Gabriel would be a great choice to consult for any individual's estate planning needs whether simple or complex.

Gabe was phenomenal! He made the daunting task of creating a trust manageable. He always made himself available to answer our numerous questions whether it was responding to emails the same day or taking a call while on vacation with his family. He was thoughtful and thorough in his responses, guiding us through each step of the process. We highly recommend working with Gabe.

We found Gabriel after searching for an estate attorney that would be personal and flexible to our busy work schedules. Gabriel satisfied our requirements and more! He has done a fantastic job of explaining everything in detail several times until we fully understood and were comfortable. He has been incredibly patient with us both with our persistent questions and with our busy work schedules and delays. The final signing process was painless and his diligence and preplanning was evident. We would rec

I contacted Gabriel for estate planning through my company's Hyatt Legal Plan and was very pleased. He appeared knowledgeable, was personable, addressed my questions and concerns, and was easy to contact. If he wasn't available when I called, he called back quickly. He was also very accommodating in terms of meeting or scheduling a phone call. All in all he was responsive, caring, and made what seemed like a complicated process, comfortable and easy.

My husband and I had a fantastic experience working with Gabriel Katzner. He made the legal processes associated with a starting a new family as easy as possible. He is an excellent communicator and made sure to provide alternatives with explanations of the implications so that we could make informed decisions throughout. We highly recommend Gabriel.

Gabriel was extremely helpful and took a lot of time helping us get our trust together. His nuanced knowledge around estate planning and his ability to explain it to a client really stands out. We were really happy with our experience working with him.

I'm incredibly happy I made the decision to work with Gabriel Katzner on my estate planning. If you are thinking about tackling the intimidating task of estate planning for your family, I HIGHLY recommend his service. You won't be disappointed. He is incredibly thorough and detailed and very prompt via email and phone, he explained all of my legal options in detail. He presents the options where appropriate, and will let you come a decision on your own. If you choose to work with Gabriel you will not be di

We had a great experience working with Gabriel. He was very accommodating to our busy schedules, informative, responsive, and to the point. We will definitely utilize him for other legal services in the future, and I have recommended his work to several friends and co-workers.

Gabe Katzner did an absolutely amazing job getting my family's estate planning together. I first went to him with a simple question about wills and he was so helpful, providing more service than required, that I went back to learn more about his full suite of services. We ended up retaining him for comprehensive estate planning, something I knew next to nothing about at the outset. He held our hands the whole way and really made sure we understood each step of the process and were comfortable with the dec

Working with Gabe was super easy and professional. He gave us confidence from our first meeting. He helped us determine the right services for us and was very patient as we took forever to get through them. He was very responsive, working what felt like around the clock, to turn things back around and answer all our questions. I would absolutely work with him again and recommend him to others.

Gabriel was very knowledgeable and efficient, yet patient in understanding my specific circumstances to come up with a solid plan right for me. I would definitely recommend working with him, as I plan on doing so again in the future. Added bonus was being able to doing all of our meetings over Zoom.

We found Gabe through my husband's employer for trust and estate planning. He was extremely efficient, organized and knowledgeable. He was timely and responsive to all of our questions and helped us through what can be a complex and difficult to understand process by simplifying and pointing out what to focus on. He is pleasant to deal with. I would highly recommend him to anyone for trust and estate planning. We are pleased we found him.

My comments echo the other very positive reviews here. Gabriel prepared a revocable living trust and related documents for my wife and me. He also prepared the documents that parents need when our son turned 18 so that we could make health and other decisions for him if it became necessary (e.g., living will, power of attorney, etc.) Gabriel is very knowledgeable, efficient and timely. He is also a very pleasant guy to deal with and more than fair when it comes to fees. Very highly recommended.

For many years, I considered having my last will & testament drawn up. I was fortunate enough to be referred to Mr. Gabriel Katzner. From day one, he was easily accessible by email. Gabriel always followed up with me. I had specific request and lots of questions. Gabriel responded to all of my emails. Usually, within the same day. When I reached out to Gabriel to finalize everything, he even called me while in California with his family. I greatly appreciate Gabriel's professionalism in managing my reque

Gabriel was very professional and knowledgeable with estate planning. I've been searching for the right lawyer to handle my estate planning for a while; many lawyers through the Hyatt legal plan were not responsive nor were very helpful. Gabriel was different, he explained the plans that were more suitable for us. Although we didn't select the complex estate planning, Gabriel was just as happy working us with the plan covered by Hyatt. I will definitely use him again in the future.

Gabriel was a pleasure to work with. I called around to several estate planning providers and choose him because he was the most personable, professional and walked me through the process in great detail. Additionally, his prices are very competitive. We're very happy with how smooth this process went and have recommended him to our friends.

In these uncertain times I'm so pleased that we worked with Gabriel and his team to get our affairs in order. Its hard to get all of the documents and everything together to get this in progress but Gabriel was helpful and gently kept the momentum going as he prepared all of our documentation. In particular I appreciate that Gabriel always made time to answer our questions however small or trivial and was only a phone call away. I highly recommend Gabriel and his team

Gabriel did an amazing job explaining all of the options available to me and my family, and helped me find the best path forward. He was affordable and carefully walked my wife and I through the entire process of creating a full trust, to best protect my children. This process was easy, and I feel great about what we were able to put together.

Gabriel was very helpful with estate planning. He is very responsive by email, and knows how to ask enough questions so that he can provide useful recommendations and options you may not have considered. I'm very pleased and strongly recommend him and his team.

Gabriel was great to work with. He was efficient and responsive. Since this was my first experience setting up an estate plan, his knowledge and experience was invaluable. I found him through my employer and I'm glad i did.

Gabriel was professional, courteous, responsive and knowledgeable with all aspects of our estate planning. We had some individual questions and concerns that were answered beyond satisfaction. I couldn't have been happier and would not hesitate to recommend him to my friends and family.

Gabriel was so thorough and helpful in drafting our trust and giving instructions on how to follow through. Best of all, when we urgently needed follow up assistance out of the blue a year later, Gabriel dropped everything (while on a family vacation) to draft an opinion letter that helped our real estate attorney ensure that title to our condo was proper. You'll be glad you chose Gabriel to help with your estate planning!

My wife and I worked with Gabriel on our estate documents and we had an excellent experience. Gabriel is extremely knowledgeable, supportive, and great to work with. He was always very responsive in answering all of our many questions. We highly recommend him!

Gabriel Katzner made it seamless for me to get a will in place. As someone with a busy schedule it was important for me to have someone who could guide me through the process and lay things out in a clear and concise manner. In addition to preparing a will Gabriel did a great job with laying out the different options of doing a will vs. a trust and answered all of my questions in a timely manner. Timely, efficient and knowledgeable are a few of the words I would use to describe my experience with Gabriel.

I could not be happier with my experience working with Gabriel Katzner. He is professional, accessible and clearly explained all my options. He patiently answered my questions and was thorough in his explanations. My experience with Gabriel was so positive I recommended him to several friends.

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Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.