Client Reviews on DALE A. DOSSEY, CPA, J.D.

    • 5.0
  • 19 Reviews

Most helpful positive review

0 people found the following review helpful

By Richard Sangemino Oct 02, 2019

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Most helpful critical review

There are no negative reviews on DALE A. DOSSEY, CPA, J.D.

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Paige and her group have always done a great job for my family.They worked complex estate problems and have always been extremely responsive to our needs.

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My wife and I worked with Paige Jones to update our estate plan. Estate planning is quite complex, and Paige was able to explain everything in a clear and understandable manner. We never felt rushed, and she took the time to answer all our questions, help us understand the alternatives and implications, and tailor the plan to our needs. We feel very confident in the plan we implemented, thanks to Paige's advice and her staff's support.

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Mr. Dossey was extremely knowledgeable and helpful with our legal matter. His office staff was courteous and in constant communication. I highly recommend them and will continue to use them for future needs!!

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Paige Jones did a wonderful job in helping with our estate planning needs. She is very experienced, and she took the time to explain the various options in a way that my wife and I could easily understand. She developed a tax efficient plan to preserve wealth for generations to come while protecting assets today. I highly recommend Paige for all of your estate planning needs.

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I would highly recommend Paige Jones and her team at Dossey & Jones. She came recommended to us and with good reason. She was very patient in helping my elderly parents with their Wills and Trust. She’s a very friendly person and puts you at ease during what can be an uneasy topic to discuss. She’s extremely knowledgeable in all areas of estate planning, is very thorough and has integrity in her work. They were fast and efficient and offer fair flat rates. You won’t find any hidden fees. I would highly recommend Paige Jones for any service she offers.

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My wife and I recently engaged Dossey & Jones for the purpose of forming a revocable living trust. We had an initial meeting with Paige Jones to get this project started. We then spent several weeks sending emails back and forth to fine tune the documents, followed up by another face to face meeting where we received answers to remaining questions along with some more good advice. After a few more emails back and forth, we finalized our decisions and options and met once more to sign all documents. We were provided with not only original documents, but a complete set of copies along with a flash drive containing the entire package in digital form. My wife and I were very happy with the final documents. Paige Jones was a pleasure to work with, We would highly recommend this firm if you are considering any form of estate planning.

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I had very good experience with Dossey and Jones. Paige Jones is exeptionally experienced.I will always go back to her if I need any more help.

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Jim Dossey was extremely professional and efficient in preparing our family trust. His knowledge was extensive and addressed some issues my husband and I didn't even think about. We were very happy with his services and highly recommend him.

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Deborah Ellsworth was very profession and very helpful with my estate planning. She prepared my will and trusts. I highly recommend her.

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Paige helped us with estate planning. She took the time to get to know us to determine the best vehicles to meet our needs. Our documents were done on time and were in order. We appreciate all her efforts.

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