Jonathan Resnick, CPA delivers personalized tax, accounting, and business consulting services built around your goals — with the responsiveness and integrity that keep clients coming back year after year.
We offer a comprehensive range of tax, accounting, and consulting services — built for individuals, executives, and small business owners who demand expertise and personal attention.
Thorough, accurate personal tax returns that maximize deductions and minimize your liability — filed right the first time.
Forward-looking tax strategy designed to reduce surprises and capture savings before year-end.
Clean, organized books that give you a real-time view of business health and the clarity to make confident decisions.
Expert advocacy — Jonathan manages all IRS communications and negotiations on your behalf.
Accurate, compliant payroll processing tailored to your team size — freeing you to focus on growth.
Whether your books are weeks or years behind, we bring order to the chaos and put systems in place.
One-on-one guidance to manage financial risk and build a plan for long-term wealth and family security.
Every client works personally with Jonathan Resnick — not shuffled to junior staff. You get experienced eyes on your finances every time.
Tax season never truly ends. Jonathan stays in contact throughout the year, proactively alerting you to IRS code changes that affect your situation.
If the IRS comes calling, Jonathan steps in on your behalf — handling all communications and working to resolve your case so you don't have to navigate it alone.
Expert CPA services priced for individuals, executives, and small businesses. Fees are discussed upfront with no surprises.
Your financial information is handled with the highest level of confidentiality and professionalism. Privacy is a core part of how this firm operates.
Jonathan's Fordham MBA in Accounting and economics background from SUNY Binghamton mean your finances benefit from deep analytical expertise.
Jonathan Resnick has been a practicing CPA in California since 1992. With an MBA in Accounting from Fordham University and a BA in Economics from SUNY Binghamton, he brings both the academic foundation and the decades of real-world experience that complex financial situations demand. His firm is built on three principles: professionalism, responsiveness, and quality.
A significant part of this practice is built on repeat referrals — clients who trust Jonathan's judgment so completely they send family members, colleagues, and business partners his way. That trust is earned through consistent follow-through: calls returned promptly, questions answered thoroughly, and clients kept informed throughout the year — not just at tax time.
His input is grounded in well-researched information, careful attention to each client's unique circumstances, and an ability to see the big picture when it comes to financial and business strategy.
Start with a no-obligation conversation. Share your situation, ask your questions, and leave with a clear sense of how Jonathan can add value.
No cost, no obligation — just a real conversation about your financial situation.
Strategies built specifically for your goals, industry, and risk profile — nothing off-the-shelf.
Jonathan develops a tax and financial plan built specifically around your goals, industry, and risk profile — nothing generic, nothing off the shelf.
From filings and bookkeeping to IRS correspondence and payroll — every detail is handled with precision and the care your finances deserve.
Every detail handled with precision — filings, bookkeeping, payroll, IRS correspondence.
Jonathan stays in touch, shares relevant updates, and is available whenever you need guidance.
The engagement doesn't end when the return is filed. Jonathan stays in touch, shares relevant updates, and is available as a resource whenever you need guidance.
"We pride ourselves on being very efficient,
affordable, and extremely discreet."
Jonathan Resnick, CPA · Newport Beach, CA
Yes. The firm works with individuals, business owners, executives, and independent professionals — handling everything from personal tax returns to full-scale business accounting and payroll.
Absolutely. We specialize in exactly this. We take over your books, get them current, and build the systems that keep you organized and informed going forward.
Jonathan provides IRS audit representation, stepping in to handle all communications and negotiations on your behalf so you can focus on your life and business.
Yes — no cost, no obligation. It's an opportunity for you to explain your situation and for us to explain precisely how we can help.
You work directly with Jonathan. Every client receives his personal attention — that level of direct access is a cornerstone of how this firm operates.
Fees are discussed upfront before any work begins. Rates are designed to be affordable for individuals and small businesses, and there are no hidden charges.
Yes. We offer payroll solutions tailored to your business's size and structure, so you can stop managing payroll manually and get back to running your company.
Jonathan proactively communicates relevant IRS code changes and regulatory updates throughout the year, not just during tax season, so you're never caught off guard.
Whether you're behind on your books, facing an IRS issue, or simply want a more responsive CPA who treats you like a priority — the first step is a free, no-pressure conversation.