Business Details
17 Years
experience
Your Trusted Partner for Accounting Solutions in Fresno, CA
Founded in 2009, Jordan Tax & Accounting Services has established itself as a trusted provider of comprehensive accounting solutions. Our firm combines decades of collective experience from industry leaders like Arthur Andersen and KPMG with a client-centric approach to deliver reliable financial services. We specialize in tax preparation, IRS representation, and bookkeeping, serving individuals and businesses nationwide through secure remote communication. Our commitment to transparency is demonstrated through flat-rate pricing, eliminating unexpected costs while maintaining personalized attention. With a focus on continuous professional development, our team stays current with evolving tax regulations to ensure compliance and accuracy.We prioritize building long-term relationships by understanding each client's unique financial situation and providing tailored guidance. Our streamlined processes and emphasis on clear communication ensure clients receive efficient, stress-free service. Backed by formal education in accounting and mathematics, our founder Jean R. Jordan brings technical expertise and practical insight to every engagement. Whether handling complex tax scenarios or routine filings, we maintain rigorous quality standards to protect our clients' financial interests. This dedication to excellence has earned us a reputation for dependability in both local Fresno communities and national markets.
Services
Tax Return Preparation
IRS Representation
Bookkeeping Services
Tax Planning
Financial Statements
Details
- Year established: 2009
Highlights and features
- We offer flat-rate pricing with no hidden fees for all services
- Our founder brings experience from top-tier firms like KPMG and Arthur Andersen
- We provide nationwide service through secure remote communication channels
- Our team maintains rigorous quality standards for tax preparation accuracy
- We guarantee personalized attention through our boutique firm structure
Associations and certifications
- Enrolled Agent
What people say
Flat-rate pricing
Expert tax knowledge
Personalized service
IRS representation
Accurate filings
Services
Tax Return Preparation
We prepare accurate federal and state tax returns for individuals and businesses. Our service covers current year filings, prior year returns, and amended returns with complete documentation. Clients benefit from our expertise in complex tax scenarios and multi-state filings while enjoying predictable flat-rate pricing.
IRS Representation
Our Enrolled Agent provides professional representation for IRS audits and collections. We handle tax notices, payment plans, and penalty abatements with direct communication to resolve issues efficiently. Clients receive expert guidance through complex IRS procedures while maintaining compliance with tax regulations.
Bookkeeping Services
We maintain accurate financial records through comprehensive bookkeeping and reconciliation services. Our system tracks income, expenses, and account balances to ensure financial clarity. Businesses benefit from organized records that support informed decision-making and smooth tax preparation processes.
Tax Planning
We develop customized tax reduction strategies through detailed projections and scenario analysis. Our planning services identify legitimate deductions and credits while minimizing future liabilities. Clients receive proactive guidance to optimize their financial position throughout the tax year.
Financial Statements
We prepare audited financial statements including balance sheets and income statements. Our reports follow accounting standards while providing clear financial insights. Businesses use these documents for loan applications, investor reporting, and internal financial management with complete accuracy and professionalism.
People
Jean R. Jordan
Founder and Manager
EA with 20+ years experience from KPMG and Arthur Andersen. Specializes in complex tax returns and IRS representation. Holds BS in Accounting from CSU Fresno with mathematics minor. Manages all client engagements personally.
Questions
What accounting services do you offer?
We provide tax preparation, IRS representation, bookkeeping, financial statements, and tax planning services for individuals and businesses.
How does your flat-rate pricing work?
We quote all fees upfront with no hourly charges. You know exact costs before work begins with no hidden fees or unexpected charges.
Do you serve clients outside Fresno?
Yes, we serve clients nationwide through secure remote communication including phone, email, and document transfer services.
What experience do your accountants have?
Our founder has 20+ years experience from top firms like KPMG and Arthur Andersen, with specialized IRS representation expertise.
Can you help with IRS tax problems?
Yes, we provide professional IRS representation for audits, collections, payment plans, and penalty abatements with proven results.
Do you offer free consultations?
Yes, we provide complimentary initial consultations to discuss your specific accounting needs and service options.
