Jonathan is a nice guy, but terrible accountant for corporate purposes. We have a relatively complex corporate tax problem with the IRS and FTB. Granted, our situation is not the simple 1040-EZ form than Jonathan is likely accustomed to working with. For matters of that size, he may be a fine professional (though likely not). For more detailed tax planning, he is certainly not qualified to assist you.
The advice he gave on closing down old corporations was misinformed and completely incorrect. It's clear that he had done no work or research in this field, even though he held himself out as having specialized knowledge. He provided inaccurate information, tried to bill $800 to complete 6 simple forms (which I handled in less than 10 minutes), and it turned out these forms were not appropriate to file at this stage in the process.
Our personal returns were also mishandled. Mr. January listed incorrect companies for my 1099s. It's as if he used a leftover template with someone else's information and did not proof read his work.
When asked for a refund of the nearly $4000 we paid to have no results accomplished, Mr. January replied, "see you in court." An acknowledgment that he was wrong and a simple refund would have been appreciated and proper given the circumstances.
I'm frustrated to say that Mr. January was of no assistance in providing reliable advice. We will be suing to recover the excessively high fees charged and will be recommending to all individuals that they seek more detail oriented and informed professionals for their tax planning needs.