"Total Tax" Service
Here's what you can expect with Jordan & Associates' Total Tax Service...
- Hassle-free return - you receive all applicable Federal, State and City tax forms completely filled out and ready for your signature. If any payment amounts are due, it's clearly outlined with specific instructions on when and how to make payments.
- Taxes done right the first time (or we fix it at no additional charge).
- Up-to-date information and professional advice to help you make wise tax decisions and retain more earnings.
- Free, easy-to-use tax organizer to help you stay on top of your tax return process and minimize your time spent on this important annual task.
Estate and Trust Tax Preparation
Estate and Trust Tax compliance can be a very difficult and confusing process -- but not when you have the right partner. At Jordan & Associates we have the expertise, research tools and resources to prepare these complicated tax returns. We help our clients so that they pay the lowest taxes possible and receive valuable advice on the impact of their personal and business situations.
If you are ever audited, involved in a collection case or have a tax notice you need help responding to, Jordan & Associates is licensed to represent your case before the IRS. From writing letters and filling out forms to meeting with the IRS personally on your behalf, we help you handle all the details, get answers to tough questions and provide expert advice on all your options and possible outcomes.
Financial Planning and Wealth Management
Jordan & Associates has special expertise in the following areas...
- Asset protection, including wills, living trusts, health care powers, estate preservation, asset insulation against litigation and buy/sell agreements
- Retirement planning, including 401K rollovers, IRA's (simple and Roth), repositioning for retirement distribution
- Investments, including stocks, bonds, mutual funds, guaranteed programs and portfolio evaluations
- Insurance, including life (term, whole life, universal life) and annuities (guaranteed)
- Senior (Retiree) advising and long term care