MORE THAN A
Tax Return
advice, coaching, and accountability you need to make meaningful progress towards business and financial goals.
MORE THAN A
Tax Return
advice, coaching, and accountability you need to make meaningful progress towards business and financial goals.
What we do
We help small business owners
Identify and implement tax strategies to have more control over more resources to make life better for yourself, your family and your community.
Advisory focused
We take a continuos strategic look at your situation to find small changes that can have big results.
tax planning
We help you understand what the strategies are and what the specific attack plan and options are for your unique situation.
tax preparation
The tax return is the finish line of implementing the advice and strategies so you benefit from them on your tax return.
ENTITY STRUCTURING
How you structure your business can unlock strategies to help you reach your financial goals.
are we a good fit for you?
We look at your situation throughout the year so we can make changes before it’s too late.
Take the quiz to learn how we can help you move the needle in your business:
why we do it
We believe
THE WORLD WORKS best WHEN WE EACH focus ON WHAT WE ARE designed to do.
Let us take care of your strategic tax plan and implementation.
We want you to spend more time doing the things you are good at, knowing you have us on your team to handle the tax and strategy side of your business.
If all we do is focus on filing a tax return, we miss out on opportunities for people to make small changes that can have big results.
We are looking to be professionally curious and take a strategic look at your unique business situation. Depending on your goals and priorities, we will match you up with the right strategy to get you to your goals as quickly as possible.
What Our Clients Are Saying
“Since working with Josh I’ve doubled my annual revenue and have strategic plans in place to reach my personal and professional goals. Excellent advice and timely with responses to questions! I highly recommend Joshua A Jordan if you’re looking for a CPA who cares about your small business.”
Jill H.
"Excellent advice and strategic planning. I appreciate Joshua as my trusted adviser, and have great confidence in referring others to him."
Shaun k.
"All of my clients that I have referred to Josh have been very pleased with the services that he offers. Joshua is very thorough and utilizes strategies that not every CPA has knowledge of or is willing to take the time needed to employ. He's also a humble, likable individual!"
Jack S.
About Joshua
“I want to make a lasting impact with the work I’m doing.
My goal is to lay the groundwork that allows us to help you identify and implement the ideas that really move the needle in a significant way for you and your business.
When we work with small businesses we can see the impact of our work on our community.”
– Joshua Jordan, CPA
Getting Started
with our New Business Clients
We look at your situation throughout the year so we can make changes before it’s too late.
Tax strategy planning to free up your cash quickly. We help you understand what the strategies are and what the specific attack plan and options are for your unique situation.
Helping you understand how the taxes work so you know what you will pay ahead of time to avoid surprises.
How you structure your business can unlock strategies to help you reach your financial goals. We will help you choose the right entity for your business while helping you understand the formalities and the responsibilities that you have related to the entity you choose.
Audit proofing your records.
Fringe benefit planning.
Our team takes proactive approach to help you look ahead into the future so that you can make decisions that will save you money on taxes and avoid some negative tax surprises.
We look at your individual situation and understand your goals and priorities to help you reach your goal through our advice and strategies.
Tax checkins throughout the year to identify new changes, strategies and update projections for your business.
The tax return is the finish line of implementing the advice and strategies so you benefit from them on your tax return.
Tax walk throughs so you can understand the key drivers of your tax situation for the year and ideas for the future.
MAKING Measurable Progress TOWARD MEANINGFUL GOALS.
Let us lay the groundwork to help you identify and implement the ideas that really move the needle in a significant way for you and your business.
Here is our awesome team
CPA and entrepreneur. I spend as much time as possible looking at high level strategies and figuring out how to get the most impact for the least amount of time and money spent.
Joshua Jordan, CPA
CPA, STRATEGIST, OWNER
Jodi is our admin and Josh’s assistant. She helps coordinate scheduling, answers questions about how things work and what you need to do, as long it does not require an accountant to weigh in.
Jodi Mcsween
ADMINISTRATIVE ASSISTANT
We brought on Ali to help us track down and organize all the various tax documents that are needed to prepare quality tax returns, and we’ve got plans to apply her skills to additional projects going forward.
Alison Van Orsow
ASSITANT TO ADMIN/FILE WRANGLER