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STEPHEN B JORDAN EA

Tax Preparer
Windham New Hampshire 03087

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3 A's - Accurate, Accountability & Affordable!

Contact Details

Company Name
STEPHEN B JORDAN EA
Location
30 Mountain Village Rd
Windham, New Hampshire, 03087
United States

Professional Background

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Year Established
1987
Hours of Operation
M -F 10am - 5pm
Sa. 10am -3pm
Su. closed
Accepted Forms of Payments
Cash, Check, Paypal, VISA, Mastercard, Discover
Credentials
Entolled Agent #57435
EIN #02-0502623
Honors & Awards
• Massachusetts Society of Enrolled Agents (MaSEA) • National Association of Tax Professionals (NATP) • National Association of Enrolled Agents (NAEA) • Northern New England Society of Enrolled Agents (NNESEA)

About STEPHEN B JORDAN EA

Payment cards accepted: Visa, MasterCard, Discover or PayPal
SUGGESTED FEE SCHEDULE
Your Personal & Small Business Tax Specialist since 1987. Open year-round.

Enrolled Agent ○ Trust-Worthy Tax Service 

• 3 A's - Accurate, Accountability & Affordable! 

• Improve and optimize your tax affairs...

• Most of all, we do care about your results... Give us the chance to help you keep your tax bill as low as possible, and keep the IRS off your back at the same time! 

• We are honest, trustworthy and open, who respect the other person. Ideally that respect will grow each day. That is the best we can hope for.

• OUR MISSION STATEMENT...Is to be a world-class provider of personalized, affordable and professional tax service delivered with consistent quality and value to individuals and growing businesses.

• As an Enrolled Agent, required to satisfactorily complete Continuing Professional Education in the field of Taxation and Ethics at a minimum of 30 hours per year. "Steve" has followed a rigorous post-graduate training schedule, taking a minimum of 4 weeks per year in continuing education.
  ○ Year round tax consulting & planning...

  ○ We are social, reach out to us...

  ○ Haven't Filed in a While? - We can Help! 

  ○ Present or Past Due Returns - Our Specialty! 

  ○ Anyone off the EZ-form ($100K income), should see an Accountant who knows the loopholes!   

  ○ Your tax savings will be money in the bank!

● FREE QuickBooks® consulting for Growing Businesses. The fastest, easiest way to manage your business. #1 Best Seller.

Stephen B. Jordan is an Enrolled Agent with a sharp analytical mind, excellent problem-solving abilities and proven accounting skills. An outstanding communicator and trustworthy individual, For more than 37 years, Steve has served unending individual and small business clients.  He is a responsible, smart worker, with a consistent track record for delivering accurate and timely reports and tax returns. Steve maintains expertise through continuous learning activities needed to stay competent in accounting and taxes. 

°        Steve’s experience includes:

·        KPMG Peat Marwick (1982 - 1985) Performed and supervised audits and prepared financial reports for Fortune 500 companies such as Gillette Co. and Liberty Mutual Insurance Co., as well as medium size banks, municipalities and insurance companies. Computer audit/processing specialist.

·        Wolf & Company, CPA’s PC (1985 – 1986) Audit supervisorand computer audit/processing specialist (CISA®). Served clients processing EDP control audits and prepared financial reports for banking and S&L clients. 

·        General Cinema Corporation (1986 – 1987) (consumer goods division) Senior internal auditor,performed operational audits at Pepsi-Cola plants and co-wrote the Users’ Manual for the SuperVideo Point-of-Sale register system.

·        In 1987 Steve started his own accounting & tax practice as an Affiliate/Accountant with Comprehensive® Accounting Corporation (1987 – 1990) Steve's office averaged over 98% on monthly bookkeeping production for an office its size under 100 clients. 

·        Referral Partner for Tax Defense Network (2014 – Present) 

·        Lorman Education Services (2014 – Present) Live speaker, author, writer, teleconference expert - tax related topics

·        Community outreach volunteer resolving federal & state tax controversies and preparing past due returns:

NH Pro-Bono, Low Income Taxpayer Project (2011 - 2017)

Bentley Low Income Taxpayer Clinic (2010 - 2013)

·        Adjunct faculty of accounting and taxation:

Franklin Pierce College (1988 - 1989)  Instructed Accounting Principles I & II

New Hampshire College (1993)  Instructed Federal Taxation I & II

Hesser College (1999) Instructed Intermediate Accounting I & II

·        Written accounting and tax articles for the EA Journal and National Public Accountantprofessional journals.

·        Regularly speaks at self-help tax strategy seminars

°        Steve’s education includes:

·        Society of Certified Senior Advisors (2012)

·        MST, William Howard Taft University (2009)

·        College for Financial Planning (2002)

·        Graduate Certificate - Taxation & Audit, Southern New Hampshire University (1997)

·        MBA – Information Systems/Accounting, Indiana University (1982)

·        BS – Business Administration, University of New Hampshire (1980)

°        Member of the NATP, NAEA, MaSEA and NNESEA.

°        He currently lives in Windham, NH, outside his practice, enjoys a variety of fitness activities, cooking, reading, the arts and visiting his grandchildren.