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Current Top Pro
Hired 206 times
6 years in business
(Central Time Zone)
Mon - Sat
9:00 a.m. to 5:00 p.m.
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Currently a Top Pro
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I had a free consultation with Jonathan and it was an extremely efficient and reassuring process! I owed money on a 2016 tax return that I thought I had paid off but later found out had been sent to collections. He helped me quickly establish the root cause of the issue and recommended what day of the week and time to call the IRS in order to get in touch with their customer service (avoiding the lengthiest wait times!). Really appreciated the ease of setting up the appointment and his ability to quickly comprehend the issue and reaffirm the right course of action for me.Jul 12, 2019Verified
Jonathan is a true professional. I had let a Tax issue get beyond my ability to control and Jonathan stepped in and saved the day. He worked with me to figure out my goals, what I could afford to offer and then he negotiated on my behalf with the IRS and came away with a settlement that I could not have been happier with. I could recommend him higher.Nov 9, 2018Verified
We hired Jonathan because it’s almost been a year & we still haven’t received our tax refund from the IRS. We’ve gotten letters but couldn’t really understand the lingo. In 20 mins of hiring Jonathan, he found the problem. We were able to reach out to the IRS & even respond to them right before the thanksgiving Holiday. We overnighted our response & are now waiting again but this time we are in control! Jonathan answered all of our questions in record time. Well worth the money spent. I will update this review after I hear back from the IRS or get my refund because we might not be done fighting. Hire Jonathan for your tax needs! He’s wonderful!Dec 2, 2018Verified
Jonathan is the easy button when doing taxes. I've used him for 2011-2016 estate and personal taxes. He was fast, fair, and thorough. ANY question I had he didn't mind giving me the long answer through my preferred way of contact... email/text. Loved it!Jun 27, 2017
Individual Tax Preparation
Jonathan did an execellent job doing our taxes for the first time. He was patient, detailed, and highly communicative during this process. I will be using him again and have recommended him to family members for next years filings.Mar 31, 2019Verified
License Type: CPA - Certified Public Accountant (TX)
- What should the customer know about your pricing (e.g., discounts, fees)?$150 is the starting price for a simple return. Please understand that every return is different, and pricing is determined on an individual basis.
- What education and/or training do you have that relates to your work?Jonathan received his Bachelors Degree of Accountancy from Miami University (Ohio). He has worked for a "Big 4" accounting firm and a Fortune 500 Company. He is a member of the National Association of Tax Practitioners, the American Society of Tax Problems Solvers, the American Institute of CPAs, and the Texas Society of CPAs.
- What types of customers have you worked with?Jonathan is a CPA who is also a QuickBooks Pro Advisor. He has experience in a broad range of industries from retail and real estate to high tech. He also has significant experience helping clients with a range of IRS related issues including Unfiled Returns, Penalties, Balances Due as well as Liens, Levies and Offer in Compromises.