DO THE THINGS YOU ARE GOOD AT.

LEAVE THE TAXES TO US.

Everyone has different gifts and abilities. The world works best when we each focus on what we are designed to do. 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 side and strategy side of your business.

WE HELP SMALL BUSINESS OWNERS IDENTIFY AND IMPLEMENT TAX STRATEGIES.

We want you to have more control over more resources so you can make life better for yourself, your family and your community. - Joshua Jordan

We Identify Small Changes to Get You Big Results

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 each clients situation.

Then, depending, on your goals and priorities, we will match you up with the right strategy to get you there as quickly as possible.

We Help You Understand Strategies + Together Make an Attack Plan

We know the trends and patterns that help people.

It’s hard to see this when you only look at your own tax return each year. Our clients get to benefit from us consistently looking at similar situations and seeing the patterns that arise.

We apply this wide knowledge base to each business to help you achieve your big goals. When we identify what works and what situation it works in, we can bring it over to you too!

This is what we do everyday. I have decades of business experience and over a decade of tax experience that you can draw from.

Implement Our Advice So You Save on Your Tax Return

The tax return is the finish line of the advice and strategies so you benefit from them on your tax return.

We want to make a bigger impact on our world. Preparing your taxes after creating a plan, allows us to help you in a bigger way.

We look at our clients individual situation and understand your goals and priorities to help you reach your goals through our advice and strategies.

Reach Your Financial Goals Faster

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.

For every new client that we take on who has some sort of business or business activity, we condense down our years of education, continuing education and business experience into a bootcamp of knowledge transfer where you learn:

1. what you need to know to make a good choice on your entity structure and

2. how to successfully implement that to get you the tax benefits you are going for. 

We can help you so you don’t have to go to business school and get a tax education.

Our team takes a proactive approach to help you look ahead into the future so you can make decisions that will save you money on taxes and avoid negative tax surprises.

We take away the surprise of large tax bills and plan for the future.

How it Works:

Let’s begin by establishing your needs and coaching you through what you need to know to prepare your business from a tax stand point.

We take a proactive 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 situation throughout the year so we can make changes before it’s too late.

  • We will keep up with your situation throughout the year.
  • We will project what you will owe throughout the year to help you budget for your taxes.
  • We will identify when things change and when extra planning may be helpful.
  • We will also be filing your tax return for you.

Our Services

ADVISORY FOCUSED

We take a continuos strategic look at your situation to find small changes that can have big results.

TAX PREPARATION

The tax return is the finish line of implementing the advice and strategies so you benefit from them on your tax return.

TAX PLANNING

We help you understand what the strategies are and what the specific attack plan and options are for your unique situation.

ENTITY STRUCTURING

How you structure your business can unlock strategies to help you reach your financial goals. 

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.

“We've used Joshua for a number of years now and find him to be very thorough and excellent as our accountant for businesses and personal taxes, as well. I highly recommend him.”

Michelle H. 

BUSINESS OWNER

"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.

Business Owner

"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.

CASCADE FINANCIAL STRATEGIES

MY NAME IS...

Joshua Jordan, CPA

“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

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