Business Details
17 Years
experience
Your Trusted Tax & Accounting Partner in Fresno, CA
Jordan Tax & Accounting Services was founded in 2009 by Jean R. Jordan, an Enrolled Agent with extensive experience in tax and accounting. Our firm specializes in providing nationwide tax preparation, financial planning, and IRS representation services while maintaining a local presence in Fresno, CA. We prioritize transparency through our flat-rate pricing model, eliminating unexpected costs associated with traditional hourly billing. Our practice leverages modern communication tools to serve clients remotely while offering in-person meetings when necessary. With over two decades of professional experience, including leadership roles at major accounting firms, we deliver personalized attention to every client.Our services span individual and business tax returns, tax planning, financial statement preparation, and business formation assistance. We maintain rigorous professional standards through continuous education and adherence to IRS regulations. Our commitment to quality service has earned us a reputation for reliability in both local and national markets. We actively engage in tax research and special projects to address complex client scenarios. Our mission remains focused on providing trustworthy accounting solutions that meet diverse financial needs.
Services
Tax Return Preparation
Tax Planning
IRS Representation
Bookkeeping Services
Business Formation
Details
- Year established: 2009
Highlights and features
- We offer transparent flat-rate pricing with no hidden fees
- Our founder has 20+ years of accounting experience
- We provide nationwide service through modern communication tools
- We specialize in complex tax scenarios and IRS representation
- Our small firm structure ensures personalized client attention
Associations and certifications
- Enrolled Agent
Services
Tax Return Preparation
We prepare current and prior year federal and state tax returns for individuals and businesses. Our services include e-filing, direct deposit of refunds, and handling complex multi-state returns. We ensure accurate documentation and compliance with all tax regulations.
Tax Planning
Our tax planning services help clients optimize their financial position through strategic projections and scenario analysis. We develop customized plans for individuals and businesses to minimize tax liabilities while maintaining compliance with evolving regulations.
IRS Representation
We provide professional representation for clients dealing with IRS audits, collections, and disputes. Our services include preparing collection forms, negotiating payment plans, and resolving tax liens and levies through proven strategies.
Bookkeeping Services
We offer comprehensive bookkeeping and reconciliation services to maintain accurate financial records. Our system ensures proper categorization of transactions and prepares financial statements that support informed business decisions.
Business Formation
We assist entrepreneurs with business formation including entity selection, registration, and tax identification. Our guidance covers legal structure options and ongoing compliance requirements to establish a solid foundation for new businesses.
People
Jean R. Jordan
Founder and Manager
Enrolled Agent with 20+ years of experience, including leadership roles at major accounting firms. Specializes in complex tax scenarios and IRS representation. Holds BS in Business Administration with Accounting emphasis from CSU Fresno.
Questions
What tax services do you offer?
We prepare individual and business tax returns, handle tax planning, amend returns, and provide IRS representation services for both current and prior tax years.
How does your flat-rate pricing work?
Our flat-rate pricing guarantees no unexpected charges. You receive a clear quote upfront with no hourly billing surprises, covering all aspects of your tax preparation needs.
Do you handle business tax matters?
Yes, we assist with corporate tax returns, business formation, payroll tax filings, and financial statement preparation for businesses of all sizes.
Can you help with IRS issues?
We provide professional IRS representation for audits, collections, and tax debt resolution. Our services include preparing collection forms and negotiating payment plans.
How do remote consultations work?
We use secure phone, email, and document transfer systems to serve clients nationwide. Most services require no in-person meetings, with optional local appointments available.
