In the ongoing legal battle involving J. David Tax Law LLC, the firm’s former clients have successfully moved forward with class action malpractice claims concerning the firm’s handling of IRS-related cases. Former clients Larry and Dawn Iverson, George E. Howell III, and GH Heating & Air LLC presented allegations of negligence against the tax law firm. They claim that they were charged non-refundable fees and were given tax advice by individuals not licensed in Wisconsin, resulting in prolonged disputes with the IRS.
Despite the firm’s motion to dismiss the allegations, the class claims were upheld, although claims regarding ‘unreasonable’ fees were dismissed due to a lack of support. This initial victory for the plaintiffs means they can now seek further proof to substantiate their malpractice claims. More details on this development can be found in the original report by Bloomberg Tax.