As a new small start up business, I needed to find someone I could trust to help with all our financial inquires, tax information, and so much more. Jonathan came as a referral from a networking group and we could not be happier with all he has helped us with. He is very quick to respond and is so knowledgeable in his field of expertise. I highly recommend you visit JP Financial whether you are a small or large company as I feel no job is too difficult for him to handle. We feel over the past year we have become like family which is important to us. Thank you JB!!! read more

I have been working with Jonathan a few years but finally hired him full time last year and that was the best thing I ever did for my business. Last year alone he saved my business almost $30,000 . If you are considering hiring JB I would strongly suggest you do it sooner then later so you can start saving money like I have. He is always a pleasure to talk to and answer every question Iv ever had. Very Professional and amazing!! A++++++++ read more

Choose literally anyone else. I had an introductory call with Jonathan yesterday. I've been a business owner for over ten years and I don't think I've ever had a less professional call with someone in a professional field in my entire career. He came very highly recommended as someone who cares deeply about his clients and has experiences unwinding complex tax situations. The conversation we had was the furthest from that I could possibly imagine. Among choice quotes from Jonathan were: - "I can change you five times my normal rate and maybe that will incentivize me to help you" - "When you think about all that you are needing - the returns for the past years, any financial review that may need to happen, and allowing you have less 'hands on' and transferring the 'leg work,' what do you believe the investment should be for this type of service?" He also made it clear that if I worked with him, I should not take reasonable deductions (like contributing to a SEP IRA), because he wouldn't be able to take the time to help me estimate my contribution. He also is clearly uninformed about basic tax rules, like what the deadline for making a SEP IRA contribution is. A two minute google search confirmed this. Which begs the question - what other tax laws and regulations does he not understand? I would have much rather he just said up front "I'm sorry, I'm booked up and I don't have the bandwidth to help you." Instead, the conversation we had was appalling. Also, naked videos on his Facebook page promoting his services as a tax professional? Really? read more

June 2021 UPDATE: I had completely forgotten about this terrible experience. YELPers, I would refer you to my current financial planners, but this is not an advertisement for them, I simply need you to stay away from this company. My business, ExploreAZ LLC, was founded in January 2020, so we HAD no financials for 2019. I do not know what he is referring to in his comment below. JB is a sweet talker who will say anything to you in order to get you to write a check/make a transfer. If you want a financial advisor who will respond to your needs a YEAR after you make them known, JB is your man. Look no further than this YELP interaction. Good luck with your businesses and I hope you find success elsewhere! read more

It was a pleasure connecting with Jonathan. He incorporates an abundant financial mindset relating to finances in general. It's very reassuring knowing that I can connect with him and that I am not just another number. Thus far he has saved his clients hundreds of thousands of dollars in taxes and his company is growing. I also appreciate the courses he offers and the teaching he offers in his services. I love to learn and know where my money is going and the savings that are occurring. I would recommend working with him for the above reasons. read more

I had the strangest experience when contacting this company for a quote on a tax preparation. Here is a copy and paste from the reply: Thanks for reaching out to us. Based on the information you provided us, what do you think it will cost you to have it prepared for you? Jonathan Bengel, EA President -------------------------------- When I ask for a quote, what professional replies back asking me for a price I'm willing to pay? And when I replied and explained I was confused and wanted a quote, the company didn't want my business and Jonathan said I should go to one of the other companies who gave me a quote. Biggest waste of time I have recently experienced, so I would suggest staying away. read more

Jonathan is extremely competent and well-versed in tax law. He is an Enrolled Agent, which is several notches above your typical tax accountant in terms of training and expertise. I went from being a Sole Proprietor to forming an LLC, and he helped me wade through the logistics and the tax implications of that switch. As a result, he saved me THOUSANDS in taxes this year! I am a "package client" with JB Financial, which allows me to pay a monthly fee and get all of my bookkeeping and tax preparation taken care of. It's been a godsend for me, because while running my business I simply don't have the time to keep up with all of that. I strongly recommend JB Financial for all of your bookkeeping and tax needs! read more

Doing taxes is always been a very stressful thing for me. I am an independent contractor and I usually have many many many W-4 etc. I'm also in the entertainment industry so I end up having to work with several different employers so tax time has always been such a stressor. Johnathan and his team truly goes above and beyond for their customers. They stayed in contact with me and made sure that I knew about all the deductions that I, as a person in the Entertainment industry, am able to have. When there is a confusion or something unknown, they go and find the solution for me. They are knowledgeable, detail oriented and just plain good people. I will always use JB Financial for my taxes. Highly recommended! read more

Jonathan's execution, planning, organization and mentoring is exactly what you want from an accountant! He is very knowledgeable and up to date. His work with data is on-point. A plus to his service is that he is a great tax coach. His personality and willingness to work with you helps you make the correct moves to get you where you want to be. Again, very impressive with his work ethic and extremely knowledgeable with coaching. read more

Orginal Post: 07/26/2018: Jonathan is the truth! There are not enough superlatives to express the complete satisfaction I have with Jonathan and his work ethic. His friendly, honest and engaging personality, coupled with his unquestionable knowledge and experience is nothing short of impressive. We had an extremely difficult case and he handled every detail the way you would expect from a first class professional. While he'd probably blush if he read this, I can tell you, he earned every word of this testimonial. If you have an IRS or accounting issue, I urge you to stop reading this right now, pick up the phone and request he handles your issue. Do it now! You will be glad you did. Update 03/01/2019: After many agonizing months of preparing our offer and compromise and waiting for an IRS response, our offer was accepted! I'm over the moon! Leveraging Jon's exceptional experience with IRS guidelines and anticipated responses, he got our offer and compromise accepted for 10 cents on the dollar! Yes you read that right...ten cents on the dollar! I can't begin to thank Jon and his team enough for their empathic support and expertise dealing with the IRS. I wouldn't trust my hard earned IRS situations with anyone but JB Financial and neither should you! read more

Jonathan really listens to you and immediately begins with solutions to your business and tax woes. Fully versed in today's changing tax law, and with years of experience, I recommend him in the highest terms. Additionally, he is delightful to work with. read more

I have been consulting with different accounting services and JB has been the best so far to meet with. Compared to the competition, JB provided much more detailed, direct recommendations that fit my particular niche of objectives. He even recommended creative strategies that I had not thought of to meet my objectives. I can tell that his experience, knowledge, and commitment is well worth the extra costs that may be perceived. Recommended for anybody looking for a personal, objective, and experienced accounting and tax services. A consult is well worth the money for the detailed break down and to understand the potential relationship; it feels like JB really wants to work with you with a passion for saving you money and time at level that I have not experienced. read more

Smart, prepared, funny ....who knew seeing an accountant could be enjoyable? Jonathan is great as other reviews have mentioned. I found him through Yelp and the reviews were spot-on. He did quite a bit of research for my particular situation and had it all at his fingertips when I arrived. He walked me through all of it explaining everything in detail. I really appreciated how low-key he is. It's nice to interact with someone and get a sense of who they are. Just one more thing I appreciated. The most important part of this is that through his research, Jonathan ended up saving me money. Worth every penny and then some.....Thanks Jonathan. read more

Rockstar accountant, business enhancer, tax guru and copious book-keeper, very accessible, and always willing to help!

Jonathan offers an amazing service to his clients! He is very knowledgeable, friendly, helpful and kind. Thank you, I sincerely appreciate your service and advice. read more

Very thorough and friendly. Looked at our taxes from all perspectives. My to-do list when I left was HUGE and full of tax-saving opportunities! That's what you want at tax time. read more

Not only is Jonathan an amazing account but he's a great guy as well. As a small business owner myself, I look for people who I align with personally and in business, and Jonathan fits both of those categories. He has been doing my personal and business tax returns for years and I couldn't be happier with his service. He was even able to squeeze me in, last minute, for some special tax planning issues I was dealing with on a dead line. His planning will help steer you in the right direction. He is excellent at what he does! read more

Jonathan is an extremely knowledgeable and friendly professional. I'm new to Phoenix and he not only went over details for the taxes I was filing, but went over all the different areas in the metro area I could live in and was knowledgeable about the different tax rates each city has. He really went the extra mile to get to know me and understand all the documents I brought him in order to prepare my taxes. My taxes aren't as complex as a business owner or landlord, but it's still more than complex enough for me to try and file myself with my HSA, tuition, and stock purchasing all adding a layer of difficulty. I am happy I went with a professional who truly understands the entire process. read more

I am friends with Jonathan and I feel he did a good job of knowing when to be my friend and when to be professional while doing my taxes. He told me about a deduction I didn't even know was possible and that saved me from owing the government money. His prices are really reasonable and I would definitely tell people to go to him rather than the other big name taxes prepares who charge more. The reason being is he treats you like a person (knows your name) rather than a number. He also goes the extra miles for his clients. read more

Jonathan has been doing our taxes for two years. His follow up and friendly expert service gives us peace of mind. Reasonable rates and helps us be stress free from worrying if we did the turbo tax thing right.... so much better than turbo tax!!! read more

Omg! I really have never received such outstanding customer service as I did with Jonathan. He really cares about tax law which is awesome for me. I couldn't sleep worrying about what was going to happen with my taxes. He set me at ease and I will definitely use him in the future. read more

Jonathan was very helpful. He got in touch with me right away. He answered all my questions and explained options available to me. I would definitely call him should I need his services :) read more

Jonathan Bengle EA is a fantastic tax accountant with the highest ethical standards. Whenever I can I refer him clients to have their needs addressed. From personal returns to complex business returns Jonathan is the man to see. read more

Jonathan is very knowledgeable and always available. He is helping me amend my 2014 taxes (which my last accountant filed improperly). With the confidence I have in Jonathan, I will be coming here for my business taxes. Highly recommend JB Financial read more

Jonathan provided a ton of knowledge and expertise to ensure my taxes are in order for the current year. He's very thorough and pays attention to detail, looking at tax situations from all angles. Very knowledgeable from both the business and personal sides. Highly recommend! read more

I have never met someone as passionate as Jonathon. He truly cares about his customers and makes sure to take care of them to the best of his ability. I wouldn't trust anyone else with my tax needs. Also, for the service that you receive, his prices are very reasonable. I highly recommend Jonathon and the team at JB Financial. read more

Jonathan is a consummate professional. He knows a lot about taxes and bookkeeping, is proficient at tax prep and is always accessible and friendly. He's always positive and helpful. I highly recommend JB Financial and I enjoy working with him very much. read more

What I like best so far about the package with a flat fee is the ability to get tax advice all year. As a brand new small business owner the package breaks up the cost of tax prep and tax advise into monthly payments. I can get advice and education little by little, when I need it. read more

If you want a smart tax accountant you've found the right guy. Jonathan and his team at JB Financial are extraordinary. I trust my finances to him and recommend him to everyone. HE manages my business and personal accounting and I couldn't function without him. read more

On first consultation, already Jonathan was reviewing all my tax records and giving recommendations. I feel much better and we put together a very good plan for my future taxes. Thanks for great service. read more

Stop what you are doing and give JB Financial a call if you have any type of Tax issue or question. Don't go to H&R where you are just another customer. Jonathon genuinely cares about his customers, and will crank out your taxes step by step with you. Jonathan has answered numerous questions for me personally on my taxes, informing me of programs and options I did not know existed to ensure that I get the maximum return possible. A+++ Business! read more

This was my first time needing / using an accounting service. Jonathan was great about accommodating my work schedule to arrange a meeting, keeping me organized, and providing helpful information for the future. I am very happy with my experience! read more

I did my out of state Taxes with JB Financial and he explained everything to me and was very professional! I'd definitely recommend this company, you're in good hands read more

Jonathon and Michael are great at what they do! I love working with them and would recommend them to anyone. Excellent service for a competitive price! read more

Jonathan is professional and courteous. He is incredibly knowledgable and trustworthy. I would not think of going to anyone else to help me with my taxes. I recommend him implicitly. read more