Testimonials

Thank you to Steven Fenster, Esq., excellent real estate attorney with the Law Offices of Schwartz & Fenster, for his time on the phone and advice as to what direction to point a client of mine in.

Anita Rodal
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Thank you to Howard Blum, Esq. - best lawyer uncovering money - of the Law Offices of Albright & Blum, for his time on the phone and advice as to what direction to point a client of mine in.

Anita Rodal
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Thank you to Jason Gorowitz, Esq, of the Law Offices of Jason Gorowitz, for his time on the phone and advice as to what direction to point a client of mine in. Jason was also so very generous with his time several years ago, advising me on additional protection that I needed.

Anita Rodal
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Thank you to Michael Goldman of Michael Goldman Consulting for the instantaneous response when I was looking for a connection to someone at East West Bank. Much appreciated!!

Anita Rodal
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Many thanks to Denise Boroff of Necie Business Insurance and Solutions, for her generosity of time and information. Among the many business services that Denise provides, is AFLAC (a much-needed protection that everyone should have, BTW). I am not even Denise's client for that service (worked with the wonderful Stephen Strocker on that, may his memory be for a blessing), but she was kind enough to let me know about a COVID-19 payment deferral program that AFLAC is offering to its insureds, and to continue to answer my questions. Thanks again Denise!

Anita Rodal
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Thank you to Valerie Dufix, of Dufix Business Loans, lender extraordinaire, who needed a specialized type of funding for a client of hers, and reached out to me as a resource.

Anita Rodal
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Thank you, Eric Olson, of Baker, Olson, Lecroy, and Danielian, for answering my needs request for a contact within the video game industry, for a friend of mine. Much appreciated!

Anita Rodal
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Thank you to Chris Lake of Business Group Resources who referred one of her clients to me, for a business loan. I was able to offer them both a short term and long term solution to their financing needs.

Anita Rodal
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Michael is an expert in the area of valuations and royalty audits, not to mention a wealth of knowledge on the IRS. With 27 years of experience with the IRS, be brings a unique perspective and inside view of the types of things they see and what they looks at when selecting businesses for audits. He is generous with his knowledge and time. I look forward to working with him on a few royalty audits in the future.

Chris Lake Lake
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I'd like to thanks James for referring me to one of his very important clients to consult on R&D credits. This was a security company, so it wasn't immediately obvious to the untrained eye exactly what that might have to do with R&D. But James had the perspicacity to understand and appreciate the potential there and to open a dialog on it with me. After just a few minutes of conversation, it became obvious that there was substantial R&D in what they do, as every venue and every event has custom elements to the planning. Beyond the referral, I very much appreciate that James felt comfortable enough with me to place his trust in me to handle this client. It meant a lot to me because we hadn’t worked together before. Rest assured James, I will treat any referrals from you like gold!

Chris Lake
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