Business Details
39 Years
experience
Certified Tax & Accounting Solutions for Individuals and Businesses
Stephen B. Jordan has provided accurate, accountable, and affordable accounting and tax services since 1987. With over 40 years of combined experience, our firm specializes in tax preparation, bookkeeping, and resolving complex tax controversies for individuals and small businesses nationwide. Our team leverages advanced accounting software and strategic planning to deliver tailored solutions that minimize tax liabilities while ensuring compliance.We maintain partnerships with leading payroll service providers and prioritize client education to simplify tax obligations. Our commitment to quality is demonstrated through rigorous self-audits and a client-first approach that emphasizes transparency and long-term financial success.
Services
Tax Preparation
Bookkeeping Services
Tax Planning
IRS Representation
Payroll Processing
Financial Statements
Tax Debt Resolution
QuickBooks Support
Business Valuations
Audit Representation
Details
- Year established: 1987
Highlights and features
- We offer 35+ years of specialized tax expertise since 1987
- Our team includes Enrolled Agents with IRS representation rights
- We implement cloud-based accounting systems for real-time financial management
- Our fee schedule maintains complete transparency with three clear pricing tiers
- We provide nationwide tax controversy resolution services for all 50 states
What people say
Phenomenal work
Tremendous reputation
Outstanding client service
Sharp problem-solving
Real solutions
Services
Tax Preparation
Comprehensive preparation of individual and business tax returns including Form 1040, 1120-S, and 1065. Our service includes W-2 and 1099 reporting, deduction optimization, and state tax filings across all 50 states. We specialize in handling complex scenarios like rental properties, investment activities, and home sales while maintaining 100% compliance with IRS regulations.
Tax Controversy Resolution
Specialized representation for tax debt issues including levy releases, installment agreements, and offers-in-compromise. Our Enrolled Agents negotiate with the IRS to resolve back taxes, penalty abatements, and currently not collectible status. We offer tiered pricing packages from $250 to $2,000 based on case complexity and debt amount.
Bookkeeping Services
Cloud-based bookkeeping solutions using QuickBooks and Oracle platforms. Services include monthly financial statement preparation, payroll processing integration, and budgeting support. We offer scalable solutions for businesses requiring year-round accounting support or seasonal assistance during tax periods.
Tax Planning
Proactive tax minimization strategies through annual and mid-year planning sessions. Our approach focuses on long-term objectives while optimizing current tax positions. We provide specialized planning for business owners, self-employed individuals, and taxpayers with complex investment portfolios.
QuickBooks Consulting
Full spectrum QuickBooks support including system setup, file reviews, and training. Our certified professionals optimize accounting workflows and ensure proper software configuration for accurate financial reporting. We provide both virtual and in-person assistance for small business accounting systems.
People
Stephen B. Jordan
Enrolled Agent
Stephen B. Jordan has provided tax and accounting services since 1987. With over 96,000 hours of experience, he specializes in tax controversy resolution and represents clients before the IRS. Recognized as a trusted expert by peers, he maintains active membership in professional tax organizations.
Karen DiGregorio
QuickBooks Specialist
Karen DiGregorio offers virtual bookkeeping services through Blink Services, LLC. As a QuickBooks expert, she provides cloud-based accounting solutions and software training to small businesses nationwide.
Elly Wrenn
Mobile Bookkeeping
Elly Wrenn delivers mobile bookkeeping services with expertise in QuickBooks Online. She supports businesses with remote accounting operations and financial record management.
Questions
What tax services do you offer for small businesses?
We provide business tax return preparation for all entity types, payroll tax services, quarterly estimated tax planning, and year-round accounting support through cloud-based systems.
Can you help with past due tax returns?
Yes, we specialize in preparing delinquent returns and resolving back tax issues with the IRS for both individuals and businesses across all 50 states.
Do you offer virtual accounting services?
We provide cloud-based bookkeeping, QuickBooks support, and remote tax consultation services using secure document transfer technology for clients nationwide.
What payment plans are available for tax debt?
We negotiate installment agreements, partial payment plans, and offers-in-compromise to resolve tax debt based on individual financial circumstances.
Are your tax preparation fees transparent?
Yes, our pricing uses three clear tiers (Simple, Moderate, Challenging) with detailed breakdowns of all additional service charges.
How do you handle IRS audits?
Our Enrolled Agents represent clients during audits, providing full documentation support and negotiating optimal resolutions while minimizing tax liabilities.
Videos
