How impact-minded entrepreneurs are unlocking existing resources to grow their businesses and increase their influence now.

Can we save you 5k, 10k, or more on Your Taxes?

Book your free Discovery Session with a CPA to find out.

Tax Strategies for World-Changers

Hey, impact-minded entrepreneurs, we’re making a really slick, professional video that explains all about who we are and what we do, in a compelling way…

This is not that video.

If you can hang with me for just a few minutes though, this video might have just enough info  for you to discover how a boring thing like tax strategy can actually play an exciting role in your future.

IF YOU ARE LOOKING TO:

GRow

HAVE MORE MONEY TO INVEST IN GROWING YOUR BUSINESS

Start

START A NEW PASSION PROJECT

Contribute

CONTRIBUTE MORE TO THE CHARITIES AND CAUSES YOU CARE MOST ABOUT

Recharge

OR TAKE A BREAK AND GET AWAY BY YOURSELF, OR WITH YOUR FAMILY, TO RECHARGE

WE MIGHT BE ABLE TO HELP YOU.

We work with impact-minded entrepreneurs, helping them identify and implement the tax strategies that will accelerate their impact and make this world a better place to live.

Here’s what Jill said after she began working with us:

JILL H.

“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 responses to questions! I highly recommend Joshua A Jordan If you’re looking for a CPA who cares about your small business.”

Just like Jill, we will make sure you are aware of the options that are available to you with your business and help you steward your resources to reach your goals faster and easier.

If you could invest a dollar in the stock market and maybe get 10 cents of earnings on that dollar in a year

(if the market doesn’t crash)... OR

You could invest that same dollar in tax planning that would make you $2, or $4, or more in that same year,

Which would you choose?

So here's how this works:

We are an advisory-focused tax practice.

We take a continuous strategic approach to your tax situation to find changes you can make in order to redirect money from taxes towards achieving your most important goals.

We help you understand which strategies make sense based on your unique situation, and put together an action-plan for you to implement. The tax return is an important part of the feedback loop in this ongoing process. It’s where you get to see the fruits of your tax-planning labor, but it’s not where the magic actually happens.

(AND MOST PEOPLE DON’T UNDERSTAND THIS!)

How you structure your business and arrange your tax affairs can unlock new options to help you reach your financial goals.

CAN YOU WORK WITH US?

Maybe. We’re definitely not trying to work with everyone. But if you’re an entrepreneur, and your vision for your business is greater than just putting money in your own pocket, and you’re actively trying to solve real problems in the world, then we want to hear from you.

Are you ready to unlock strategies that will:

  • Allow you to invest in your business?
  • Give you more freedom to rest & recharge, by yourself, or with your family?
  • Help you change the world?

It may seem like we’re some sort of magicians with money & taxes, or possibly number transponsters, (if that’s even a real thing), but we’re actually analytical tax accountants and strategists who want to help you change the world (in a good way). 

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

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.

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