Business Details
17 Years
experience
Trusted Tax and Accounting Services in Fresno, CA
Jordan Tax & Accounting Services was founded in 2009 by Jean R. Jordan, EA, to provide trustworthy and dependable accounting solutions for clients nationwide. Our practice combines personalized attention with flat-rate pricing to eliminate surprises in billing, ensuring transparency and predictability for all services. With over two decades of experience in tax preparation and accounting, including leadership roles at major firms, we deliver high-quality service through phone, email, and virtual platforms while offering in-person meetings when necessary. Our expertise spans individual and corporate tax returns, IRS representation, bookkeeping, and financial statement preparation, tailored to meet both local and national client needs. We prioritize client confidence by avoiding hourly billing models that can lead to unexpected costs, focusing instead on clear, upfront pricing for all services.Our teams background includes managing tax professionals, HR operations, and complex multi-state returns, ensuring comprehensive support for diverse financial needs. We specialize in tax planning, projections, and responses to tax agency notices, addressing both routine and complex client requirements. Our commitment to quality is reflected in our meticulous approach to tax research, client consultations, and customized solutions that align with evolving financial landscapes. By maintaining a small-firm structure, we guarantee the personalized service and attention to detail that clients expect from their accounting partner. Our mission remains centered on empowering clients with reliable, transparent, and expert-driven financial guidance.
Services
Tax Return Preparation
IRS Representation
Bookkeeping Services
Financial Statements
Business Formation
Details
- Year established: 2009
Highlights and features
- We offer flat-rate pricing for predictable costs.
- Our team provides nationwide service with local expertise.
- Personalized attention ensures tailored financial solutions.
- Founder has 20+ years of tax and accounting experience.
- No hidden fees or unexpected billing surprises.
Associations and certifications
- Enrolled Agent
Services
Tax Return Preparation
We prepare current and prior-year federal and state tax returns for individuals, corporations, partnerships, and trusts. Our process ensures accuracy and compliance while optimizing deductions and credits. Clients receive clear guidance on filing requirements and deadlines.
IRS Representation
Our team advocates for clients during IRS audits, collections, and appeals. We handle communication, negotiate settlements, and resolve tax liens or levies. Expertise includes installment agreements and penalty abatement.
Bookkeeping Services
We manage accounts payable/receivable, bank reconciliations, and financial reporting. Services support small businesses in maintaining organized records for tax compliance and operational clarity. Monthly or quarterly options available.
Financial Statements
We prepare unaudited financial statements, including balance sheets and income statements. These documents help businesses track performance, secure financing, and meet reporting obligations for stakeholders.
Business Formation
We assist with entity selection, tax ID applications, and state filings for new businesses. Services include S-corporation elections and compliance planning to ensure legal and tax-efficient operations from inception.
People
Jean R. Jordan
Founder and Manager
Jean R. Jordan, EA, founded Jordan Tax & Accounting Services in 2009 after 16 years at firms like Murray and Young and Arthur Andersen. She specializes in tax strategy, IRS representation, and financial planning, holding a BS in Accounting from CSU Fresno.
Questions
What services do you offer?
We provide tax return preparation, IRS representation, bookkeeping, financial statements, business formation, and tax planning for individuals and businesses nationwide.
Do you offer flat-rate pricing?
Yes, most services are billed at a flat rate to ensure predictable costs with no hidden fees or hourly surprises.
Can you assist clients outside Fresno?
We serve clients nationwide through virtual consultations via phone, email, and secure document sharing platforms.
How do you handle IRS audits?
We represent clients during audits, negotiate settlements, and resolve collection issues like liens or levies with IRS compliance expertise.
What sets you apart from other accountants?
Our flat-rate pricing, personalized service, and founder’s 20+ years of experience at top firms ensure reliable, transparent financial solutions.
