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Licensed Tax Attorneys & CPAs · A+ BBB Accredited · Free Consultation
I'm Logan Allec, CPA — I've reviewed dozens of tax-relief companies, and I founded my own to do it right. If you owe the IRS $10,000 or more, my team will review your case free and tell you exactly where you stand — no pressure, no obligation.
Get My Free Consultation →Free & confidential · Or call 866-8000-TAX
Disclosure: Choice Tax Relief is owned by Money Done Right founder Logan Allec, CPA.
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J. David Tax Law- Basics: One fact shapes everything else: J. David Tax Law, LLC is a law firm, not a tax relief company.
- Pros: An actual law firm: licensed people, checkable credentials, real bar discipline behind them.
- Cons: No fee schedule and no minimum debt published, so you cannot compare prices beforehand.
- FREE CONSULTATION:
Yes
- YEAR FOUNDED:
2014
- BBB RATING:
A+ · 4.94/5 (141 reviews)
- GUARANTEE:
None; Terms disclaim warranties
One fact shapes everything else: J. David Tax Law, LLC is a law firm, not a tax relief company. That decides who regulates the people on your case, and which problems the firm handles rather than refers out.
On the numbers that measure customer harm, it is the best-performing firm in this series, and the only one that names its lawyers. What pulls it down is marketing language its own legal terms contradict, and a proposed class action dismissed before any court ruled on its allegations.
Disclosure: Money Done Right founder Logan Allec, CPA, owns Choice Tax Relief, which competes with the company reviewed here. That is exactly why the scorecard above is based on published, verifiable evidence rather than opinion.
- BBB Accredited: A+ Rating
- Owned by a CPA: Logan Allec, CPA
- Free Consultation: 100% Free, No Obligation
- Minimum Debt: Works with $10,000+
Table of Contents
J. David Tax Law At a Glance
| Free Consultation | Yes |
| Fee Structure | Not published. No fee schedule, no minimum debt. |
| Money-Back Guarantee | None published. Terms disclaim all outcome warranties. |
| BBB Rating | A+ and accredited; separate 4.94 out of 5 from 141 reviews (Jacksonville, Aug 2026). |
| Year Founded | 2014 |
Who J. David Tax Law Is
The entity is J. David Tax Law, LLC, founded January 2, 2014 per BBB, headquartered at 7077 Bonneval Rd, Suite 200, Jacksonville, Florida 32216. BBB also carries the alternate name “J. David Tax Relief.” It lists 22 offices across Florida, California, Texas, North Carolina, Arizona, Georgia, Maryland, New York, Pennsylvania and Washington, DC. The founder is Jonathan David Sooriash, Managing Partner.
The firm names 23 attorneys besides Sooriash on a public roster, which in this category is close to unheard of. A named attorney is a checkable attorney: each holds a state bar license, so there is a public record of their standing and any discipline, and a body that can disbar them. A “senior tax consultant” answers to nobody like that, and only a law firm carries malpractice exposure.
What we verified, and what we could not
- Zayn Thompson, California, bar #341746 — verified against the California State Bar’s own site.
- James Clarke and Lisa Goldschmidt, New York — verified through New York State’s official open-data attorney registration records. Goldschmidt’s record lists “J DAVID TAX LAW” with the firm’s own address and phone.
- Jonathan Sooriash and Edward Warren, Florida — could not be verified. The Florida Bar’s database could not be reached across four attempts. Avvo shows “no misconduct found” for both, but Avvo is a third-party site, not the Bar.
Florida standing was not independently confirmed here. That does not mean anyone is unlicensed — the database was down, not empty. Check it yourself at floridabar.org for whoever handles your case.
Two gaps remain. Five staff titled “Director of Legal Operations” have licensure the site never states, against the firm’s claim to be “staffed exclusively by trained tax attorneys.” We are not alleging anyone practices without a license. Second, its bio calls Sooriash a Chapman University School of Law graduate, while Avvo and Super Lawyers indicate his J.D. is from Florida Coastal and only his LL.M. is from Chapman — incomplete rather than false.
Services Offered
The IRS list is broad: offer in compromise, Fresh Start, Currently Not Collectible status, penalty abatement, installment agreements, appeals, levy, lien and garnishment release, audit defense, criminal investigation defense, innocent spouse relief, passport revocation, US Tax Court litigation, payroll tax including Forms 940 and 941, and unfiled returns. It also names state agencies: New York’s Department of Taxation and Finance and California’s FTB, CDTFA and EDD.
Two things a tax relief company cannot do
These are the actual reason to hire a law firm. US Tax Court litigation: if the IRS issues a notice of deficiency and you want to fight it, that happens in court, and a relief company cannot take you there. It hands you to an outside attorney when you are already thousands of dollars in. Criminal investigation defense is a lawyer’s job from the first call, not a sales floor’s. If either might apply to you, it is the whole ballgame.
How Does J. David Tax Law Work?
Stage 1: The free consultation
The consultation is free. What is not disclosed is whether an attorney or a salesperson runs that first call, so ask at the start. Then ask the question that protects you: get the name and bar number of the attorney who will handle your case, and look that person up before paying. Reviews name both attorney and non-attorney staff as contacts.
Its lead generation includes a co-branded Sean Hannity landing page with an “Attorney Advertising” disclosure. Read that for what it is: advertising, not vetting.
Stage 2: The engagement letter and the case work
The engagement letter governs your matter, so anything you were told on the phone has to appear inside it. An attorney then works the case toward whatever fits: an installment agreement, penalty abatement, hardship status, a garnishment release, or a Tax Court filing. Ask who updates you, and how often.
J. David Tax Law Cost
The firm publishes no fee schedule and no minimum tax debt. Everything past the free consultation is quoted after a call, so you cannot compare a J. David quote against anyone else’s in advance.
A blog post on its site cites hourly rates of $200 to $500, up to $800 to $1,000 or more in major metros, plus flat fees of $2,000 to $10,000 or more. That is general market education about what tax attorneys charge, not this firm’s prices.
The guarantee contradiction
This is the most important consumer point here, and we cannot resolve it from outside the firm.
- The Terms & Conditions disclaim all outcome warranties, stating services are provided “AS IS” with no guarantee of results.
- The /our-process/ page says the firm works “closely with you to align on a strategy that achieves guaranteed success.”
- ConsumerAffairs, Solvable and RetirementLiving all state that no money-back guarantee is offered.
Those three sit side by side, and we are not accusing anyone of lying. The practical reading: no lawyer can guarantee an IRS outcome, and the Terms are the operative document. If anyone promises you an outcome or your money back, get it into the engagement letter before you sign.
J. David Tax Law Complaints and Customer Reviews
Three BBB metrics get mixed up constantly, so keep them apart. On its Jacksonville profile as of August 2026, the firm is BBB Accredited with a letter rating of A+, accredited since February 6, 2015. Separately, 4.94 out of 5 from 141 customer reviews. Separately again, 2 complaints closed in the last 12 months, 11 in the last 3 years.
A BBB letter grade is not a customer-satisfaction score. The BBB states customer reviews are not used in calculating it, so the grade and the star rating measure different things. A company can hold an A+ while its customers are miserable.
Here the two agree, and we will say it plainly: this is the best complaint record of any company we have reviewed in this series. Eleven complaints in three years against 141 reviews, for a firm running 22 offices since 2014, is genuinely low.
Two caveats. Its complaint responses tend to be detailed rebuttals characterizing delays as client-caused. And BBB maintains at least four profiles for this one LLC — Jacksonville, Washington DC, San Diego and Orlando — each with a different accreditation date, so a page showing other numbers is not an error.
Elsewhere: ConsumerAffairs, roughly 5.0 from 97 reviews. Avvo, 10.0 out of 10 from 61 reviews, though that covers Sooriash personally, not the firm. Solvable, 4.5 or better from 69 reviews, but Solvable is a lead marketplace, not a neutral review site. Trustpilot, Yelp, Martindale, Lawyers.com and Google were blocked, so we publish no score for them.
“They stopped the letters and wage garnishments and negotiated with the agency on my behalf…saved me over $46,000!” Dean B., BBB, July 8, 2026
We could not verify that outcome, and results like it are not typical. From the other side:
“I hired J David Tax law about a year ago and had an ABSOLUTELY TERRIBLE experience which resulted in a $38,000 PENALTY.” “Barin,” Madison, WI, ConsumerAffairs, October 19, 2019
Note the date: 2019, well before the recent record above.
Is J. David Tax Law Legit?
It is a licensed law firm with attorneys we verified in two states. One lawsuit needs care, in both directions.
The Iverson class action
Iverson, et al. v. J. David Tax Law, LLC was filed in the U.S. District Court for the Western District of Wisconsin, Case No. 23-cv-718-jdp, before Judge James D. Peterson. It was a proposed class action, and every claim in it remained an unproven allegation from start to finish.
The complaint alleged, and no court ever ruled on whether any of it was true, unreasonable or illegal fees; legal malpractice “including… negligence regarding unlicensed lawyers”; and Wisconsin consumer-protection violations for “misrepresenting the firm’s qualifications and fee practices.” Those unadjudicated allegations were never tested at trial, and no finding was made that the firm did any of them.
On June 4, 2024 the court denied the firm’s motion to compel arbitration and denied a motion to dismiss. Those are procedural rulings about whether and where the case could proceed. Neither touches whether the still-unproven allegations were accurate.
On January 3, 2025 the case was dismissed with prejudice by stipulation, meaning the parties agreed to end it. No settlement terms are public, and reporting notes the filing includes few details on the outcome. Whether a class was ever certified is unknown.
That cuts both ways. The allegations were never proven, so do not treat them as things the firm did. A stipulated dismissal is not a verdict of innocence either. A case that ends by agreement ends without an answer.
What the searches did and did not find
We found no FTC action, no state attorney general action, no other lawsuit, and no bar discipline against the firm or any named attorney, subject to the Florida gap above. CFPB records and PACER were not directly queried. The searches found nothing, which is not a certified clean record, but it is a quieter file than most here.
J. David Tax Law Pros and Cons
Pros
- An actual law firm: licensed people, checkable credentials, real bar discipline behind them.
- Names 23 attorneys plus its founder publicly, which almost nobody here does.
- The best complaint record in this series: 2 BBB complaints in twelve months, 11 in three years.
- 4.94 out of 5 on BBB, roughly 5.0 from 97 ConsumerAffairs reviews.
- Handles US Tax Court litigation and criminal investigation defense in-house.
- 22 offices, free consultation, no enforcement action or bar discipline surfaced.
Cons
- No fee schedule and no minimum debt published, so you cannot compare prices beforehand.
- The Terms disclaim all outcome warranties while the process page promises “guaranteed success,” and three sites report no money-back guarantee.
- Five “Director of Legal Operations” staff have undisclosed licensure.
- Florida bar standing for two attorneys could not be independently confirmed.
- Iverson, a proposed class action, was dismissed with prejudice by stipulation, with no public terms and no ruling on the unproven allegations.
- Whether an attorney or a salesperson runs the first call is not disclosed.
Alternatives to J. David Tax Law
The most useful thing this table tells you is what none of these firms will: not one publishes an actual price. All you can compare in advance are the guarantee terms and what kind of organization you are hiring. Read the star ratings with their review counts attached: Choice’s 5 out of 5 rests on a single BBB review, Optima’s 4.07 rests on 1,987. Those are not comparable samples, and the complaint counts scale with client volume too.
| J. David Tax Law | 🏆OUR PICK🏆 Choice Tax Relief |
Optima Tax Relief | Community Tax | |
|---|---|---|---|---|
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| Free Consultation | Yes | Yes. Length not published. | Yes | Yes |
| Fee Structure | Not published. No fee schedule, no minimum debt. | Not published. Publishes a $10,000 minimum debt, which the others do not. | Two-stage: investigation fee, then resolution fee. Amounts not published. | Describes flat, fixed pricing. Amounts not published. |
| Money-Back Guarantee | None published. Terms disclaim all outcome warranties. | None published. | 15-day refund of the investigation fee only. Fees for later phases are expressly excluded. | No money-back terms published. A general satisfaction statement only. |
| BBB Rating | A+ and accredited; separate 4.94 out of 5 from 141 reviews (Jacksonville, Aug 2026). | A+ and accredited 5/31/2022; separate 5 out of 5 from 1 customer review; 0 complaints on file. | A+ and accredited 6/18/2012; separate 4.07 out of 5 from 1,987 reviews; 788 complaints in three years. | A+ and accredited 7/1/2015; separate 4.21 out of 5 from 142 reviews; 35 complaints in three years. |
Choice Tax Relief is owned by Logan Allec, CPA, founder of Money Done Right. It states that it is staffed by CPAs and tax attorneys and works with taxpayers owing roughly $10,000 or more. We did not independently verify staff licensure at Choice, Optima or Community Tax for this review, so nothing in this table is a credential comparison.
Disclosure: Money Done Right founder Logan Allec, CPA, owns Choice Tax Relief, which competes with the company reviewed here. That is exactly why the scorecard above is based on published, verifiable evidence rather than opinion.
Optima Tax Relief is the only one here using the two-stage model, where day one’s number is not the total. Community Tax describes flat, fixed pricing but publishes no amounts. Choice Tax Relief publishes no fee structure at all, and neither does J. David.
Who J. David Tax Law Is Best For
- Anyone whose case could reach US Tax Court, or who faces a criminal tax investigation.
- Taxpayers with New York DTF or California FTB, CDTFA or EDD problems.
- Business owners with payroll tax exposure on Forms 940 and 941.
- Anyone who weights complaint volume heavily.
Who J. David Tax Law Is Not For
- People who need a price in writing before talking to anyone. No firm here does that.
- Anyone counting on a money-back guarantee, since the Terms disclaim outcome warranties.
- Taxpayers who took “guaranteed success” literally.
- People with small balances who need a minimum first, since none is disclosed.
Final Thoughts
J. David Tax Law comes out of this review better than most. The complaint record is the best in the series, the ratings are strong on two verified platforms, and the firm tells you who its lawyers are. Being a law firm is not a slogan here: it means bar oversight, malpractice exposure, and the ability to litigate in-house.
Two things stop this from being an easy recommendation. The pricing blackout is industry-wide but still leaves you unable to comparison-shop. And the gap between “guaranteed success” and “AS IS, no warranty” is yours to close before you sign. Get every promise into the engagement letter, get your attorney’s bar number, and check Florida standing at floridabar.org.
Outcomes in tax resolution depend entirely on your individual circumstances, including your income, assets, equity and filing history, and no firm can guarantee a specific result.
Frequently Asked Questions
- Is J. David Tax Law legit?
- Is J. David Tax Law a law firm or a tax relief company?
- How much does J. David Tax Law cost?
- Does J. David Tax Law offer a money-back guarantee?
- What was the J. David Tax Law class action lawsuit?
- What is J. David Tax Law’s BBB rating?
- How do I check whether my J. David attorney is licensed?
Still deciding who to trust with your IRS debt?
Here's what I'd do: before you hire anyone, get a free case review from a licensed CPA. My team at Choice Tax Relief will tell you what your options actually are and what it should cost — even if you don't hire us.
Get My Free Case Review →For $10,000+ in IRS back taxes · Free & confidential · Or call 866-8000-TAX
Author:
Logan is a practicing CPA and founder of Choice Tax Relief and of course Money Done Right. After spending nearly a decade in the corporate world helping big businesses save money, he launched his blog with the goal of helping everyday Americans earn, save, and invest more money. Learn more about Logan.
Reviewer:
Logan is a practicing CPA and founder of Choice Tax Relief and of course Money Done Right. After spending nearly a decade in the corporate world helping big businesses save money, he launched his blog with the goal of helping everyday Americans earn, save, and invest more money. Learn more about Logan.
