Jonathan Bailey CPA   AQuest Tax Solutions
Jonathan Bailey CPA   AQuest Tax Solutions

Jonathan Bailey CPA AQuest Tax Solutions

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Introduction: Where most CPA's focus on tax preparation and accounting, we focus our attention on proactive tax planning to help clients save money on taxes and prepare for retirement. I really enjoy finding strategies to allow people to save money now on taxes or become more efficient in the future during their retirement.
Overview

Hired 3 times

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4 employees

16 years in business

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Reviews
Exceptional 5.0

8 reviews

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Carol D.
Dec 9, 2016
Jonathan has been my tax advisor for the past 3 years. His first act was to review the previous 2 years tax returns (completed by me with a common tax application) finding some errors on some unusual tax laws. He then filed amended returns and followed up on any questions they had. I introduced him to my financial advisor and they worked together to help me navigate my transition into retirement from full time teaching (professor) to part time work as an author. Tax planning with royalties is difficult but he has saved me from some terrible tax bills with planning. Jonathan is an excellent tax planner and advisor. He is very knowledgeable about taxes and the application of tax law. Jonathan is personable, professional and thorough.
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Mike C.
Nov 29, 2016
Jonathan has been our CPA for a few years. He is always very thorough, knowledgeable and up to date on the latest happenings in the tax world. When it comes to tax time I know we don't have to worry because he has us covered!
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William G.
Nov 29, 2016
Jonathan Bailey is an outstanding CPA with emphasis on taxes - how to pay the least while getting the most from the tax code since he also teaches tax law. He is cordial, listens well, has great ideas, and knows how best to implement them. He has given us tax strategies that have made the most of our retirement investments. We highly recommend him. He is a resource you want in your back pocket.
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Seth R.
Nov 29, 2016
Jonathan has been a fantastic resource in planning and realizing our families financial planning dreams. Highly recommend.
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Dan L.
Nov 30, 2016
Very professional and always looking for options. Also very important long term planning and discipline that he forced me follow in regards to retirement planning.
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Jonathan Bailey