Jonathan and Associates, Inc.

Mar 2026

We had moved to Palm Desert in September 2024 and found this great office when 2025 rolled around.

I am not sure why it took so long for me to review Jonathan and Associates.

Richard and his team took such great care of us while giving us a thoroughly professional experience.

The office is very easy to find across from the Palm Desert Library, east of Monterey on Fred Waring.

Our prior tax person in another state was not very forthcoming with communication but you will see the value of going with Jonathan and Associates when you meet them because they are welcoming abd helpful to you every step of the way.

Oct 2017

The people at Jonathan & Associates are warm, caring and professional. Every contact I've had with them has convinced me they are the kind of people who I want to trust with my financial decisions.I have recommended J&A to many of my friends. In every case, those who contacted him raved about their experience. Each of them were impressed with the knowledge and experience that was demonstrated to address their circumstances.I have known Sabby Jonathan for almost 30 years and am proud to count him as more than a financial planner. He is a true friend.

Oct 2017

Had to take a moment to say what a great experience my husband and I have had with Jonathan and Associates. Have moved many times in our lives and had many CPA firms and Mr. Jonathan and his staff are the best, bar none. Knowledgeable, professional and always there to help at a moment's notice. We have found a real gem with this firm and its employees.