I retained Brian and his firm, and agreed to a sizable retainer payment plan over the coming many months for specific work. Brian then merged (or sold, or left?) his firm with one called CPA Solutions and left me in a very weird spot -- again, after having paid him for specific work on a specific time table. Given how quickly / immediately subsequently his firm's clients were absorbed by this completely other, new company CPA Solutions, I can't imagine it wasn't previously known that this was happening, and I am under the belief that my retainer payment plan was taken while knowing he would not be fulfilling it but that it would bolster the "value" of his portfolio he was handing off to CPA Solutions. I cannot say this for certain, and so I do not express this as a cold, hard fact, but I cannot imagine that things could have been different given the timing. I was left in the lurch, and the ramifications reverberated for 1.5 years and still carry over today. read more