Specialties
Individual Income Tax Planning and Preparation
Tax Research and Consulting on Complex
Family Wealth Planning
Retirement Planning
Estate, Gift, Trust, and Charitable Tax Planning and Preparation
Entity Classification and Selection Planning
Sole Proprietorship Tax Planning and Consulting
Joint Venture and Partnership Tax Planning, Preparation and Consulting
S and C Corporation Tax Planning Preparation and Consulting
Strategic Tax Planning and Research
Tax Controversies and Audit Representation
Import and Export Consulting and Planning including IC-DISC
Research & Development Credits
History
Established in 1990.
Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.
Meet the Business Owner: Sabby J.
Sabby has been in public accounting since 1978. He graduated with a Bachelor's Degree in Accounting from USC and a Master's Degree in Business Administration from University of Redlands. After two years with Coopers & Lybrand, he spent a number of years as a partner with a large local firm, then in 1990 left to establish his own firm, Jonathan & Associates. He has served as our Managing Partner ever since. He is a member of the Palm Desert City Council, has served as National Chair of the Taxpayer Advocacy Panel, and is a past recipient of the Palm Desert Chamber of Commerce George Berkey Citizen of the Year award. Sabby specializes in Tax and Financial Planning, Estate & Trust Planning, and Litigation Support.
