Stephen B. Jordan, EA

Stephen B. Jordan, EA

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About Us - Testimonials - Who We Are...

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                                                DYNAMIC BIZPLAN  
 We are as qualified as anyone you can see! "I overcame my obstacles and broke through my own Geometric Negativity, to allow my success to finally take shape."
Client Testimonials: 
  • "You have always been a true professional and I certainly will recommend your service to anyone who requires it.  Thank you very much for the outstanding service you have provided for my company." 
    • Norman K. - Employment services
  • "I want to thank you for helping me through these last few years, your service has been greatly appreciated!"  
    • Sherri G. - Salon owner   
  • "Please accept my thanks for your efforts with our bookkeeping, I appreciate the excellent job you did for us and if I have any need in the future for your services I will be in touch..." 
    • Pat D. - Real estate broker    
  • "We have enjoyed your professionalism during our business dealings with you over the years." 
    • Roger A. - Furniture & related products    
  • "I want to thank you for your services these past years.  I wish you the best of luck and continued success." 
    • Arthur D. - Architectural custom millwork contractor    
  •  "I thank you for all previous service and wish you much success in your business future."  
    • Donald A. - Equipment rental &  leasing consultant     
  •  "Thank you for your past services.  Good luck in your future endeavors."  
    • Richard B. - Insurance agency     
  • "3 A's - Accurate, Accountability & Affordable:  Steve is extremely thorough and concise!  He turns one of the worst duties in running a business to being a piece of cake. He got me all my legal deductions and I was thrilled with my return.  Thanks again Steve!" 
    • Mike P. - Vending machine owner operator     
  •  "You did a wonderful job for me and stayed on top of my taxes.  Thanks Steve." 
    • Mitchell H. - Framing & finish carpentry  
  •  "Thank you for doing my taxes and for all your hard work, and for all you continue to do for me and my family."  
    • John A. - Siding & replacement windows contractor    
  •  "Thank you so much for all your help with my taxes." 
    • Susan B. - Sales consultant    
  • "Thank you so very much for helping us out.  We know you are very busy especially at this time of the year."
    • Richard D. - Flooring specialist    
  •  "I have come to know you as a great guy - you've done more decent things for me than a slew of pretenders. You are the real deal - what you see is what you get!  Hang in there for the home stretch!  Thank you for all your hard and always top-notch work on my behalf." 
    • Brad D. - Technical trainer    
  •  "I am grateful for your efficient and thorough work on our taxes.  I was worried that our first year filing as a married couple would be confusing and messy, but you took all the worries away.  It is a great feeling to check this off the list with time to spare.  I hope to meet you one day soon to thank you in person.  Hopefully, before next tax season." 
    • Ann C. - Attorney     
  • "Stephen, again, very glad we've met!" 
    • Rick S. - Car care detailer  
  • "More good news, I received a letter from the IRS that I have paid my agreement in full and they are in the process of doing the lien release which I should have in 30 days!  I can't thank you enough for helping me with that whole mess - I couldn't have done it without you."  
    • Melissa G. - Plumbing & heating contractor    
  • "The best thing I ever did was come see you Steve, thank you.  You changed my life."  
    • Chris C. - Wallboard & other specialty contractor
  • "Thank you for all your diligence last weekend and for staying so late on a Saturday night to complete this overwhelming task."
    •  Susan A. - Realtor     
  • "Thank you Stephen, and thank you also for trying to be helpful with your valuable advice.   I have to feel productive or I spiral.  I manage stressors well and control my manic - so I don't spiral.   Meditate, exercise, organic diet.  High functioning.  You have to learn to say 'no'.  Say 'no' to yourself, stop trying to please everybody...  Best wishes." 
    • Latasha K. - Pet groomer
  •  "Thank you for your all your hard work!  Thank you again for all your help – it is much appreciated!!!!  Warmest regards." 
    • Diane W. - Director, Bentley University Low-Income Taxpayer Clinic
  • "I appreciate everything that you've done for me and it's just good to know that there are people that are willing to help." 
    • Linda H. - Nursing assistant
  • "Again, thank you.  I will let you know if the IRS is off my back.  You do great work, and I hope you and your family have a wonderful Thanksgiving.  Thanks." 
    • Sharon P. - Transport driver     
  • "Dear Stephen - My return arrived today and I will bring it to the Post Office tomorrow.  Sincere thanks for your help.  I'll drop you a note when I hear back from the IRS.  You are a real pro!" 
    • Bob S. - Consultant
  •  "Thanks again, you are a life-saver.  I will let you know when I get that letter from the IRS.  Take care..." 
    • Sharon P. - Transport driver   
  •  "We wish to thank you for the time and effort you expended to help the client resolve his federal tax controversy.  Please accept our special thanks for extending your services on a pro bono basis to ensure that this client was able to receive the necessary legal assistance that otherwise would not have been an option.  Professionals like you make a big difference in the lives of those in need and allow programs like the Low-Income Taxpayer Project to succeed. Your work is of great importance and very much appreciated!" 
    • Virginia M. - Associate Executive Director - NH Pro Bono Referral Program - Low-Income Taxpayer Project  
  • "Stephen -- I wanted to reach out and wish you a Merry Christmas and a Happy New Year...  In the cleaning business you meet many great people.  I have certainly enjoyed cleaning and working at 45 Stiles Rd with you -- I hope that 2012 will be a great year for you..." 
    • John N. - Cleaning service crew    
  •  "Thank you for all your help! Best Wishes," 
    • Matthew S.  - Entrepreneur  
  •  "Thank you for helping us get things straightened out with the government.  We appreciate all that you've done for us.  Thank you again for helping us get on the right track.  Have a great day." 
    • Richard D. - Flooring specialist   
  •  "Thanks for everything." 
    • Lisa A. - Painter  
  •  "Thanks for your help, at a time when I really need it.  You my friend, are a kind & personable individual--interested in helping people in trouble.  When will you be free of me?" 
    • Robert S. DDS - Dentist  
  •  "Hi Steve, I hope all is well. I just received your final case disposition form for Mr. W, and I wanted to take some time this morning to thank you for your time and for your truly inspiring generosity.  This was a BIG case, both in depth and in breadth. In giving this much of yourself, youve made a tremendous difference not just for this needy client, but for the Low-Income Taxpayer Project as a whole. We depend on volunteer time to help us!" 
    • Barb H. Esq. - Coordinator, Low-Income Taxpayer Project  
  •  "Dear Mr. Jordan, Thank you for your great help getting through a difficult time." 
    • David B. - Consultant, In-Retirement
  •  "Dear Steve, Thank you so much for all your help with our tax audit.  You truly were a Godsend. Gratefully yours." 
    • Kevin & Elizabeth P. - Carpenter & Homemaker
  •   "Thank YOU, sir.  And your Bentley organization.  I can't imagine Diane Wilson assigning a better advisor, with your diligence, expertise, responsiveness and kindness.  You have helped me a great deal!  Bob" 
    • Robert S. - Consultant
  •  "Thank you so much for the professionalism and help." 
    • Rene O. - Salesman
  •  "Thank you so much for all your assistance on this case.  I will close it out on my end." 
    • Diane W. - Director, Bentley University Low-Income Taxpayer Clinic
  • "I just got a glowing report back from Mr. R about the work you did for him preparing and filing his missing tax returns. He's very appreciative, as am I. Thank you! Take care, Barb" 
    • Barb H. Esq. - Coordinator, Low-Income Taxpayer Project
  • "I hope your are doing well.  I want to thank you for all your help." 
    • Kenneth R. - Salesman
  • "Hope all is well with you and things are going as smoothly as possible during this busy season for you!" 
    • Brad D. - Technical trainer  
  • "I thought I’d pass along some thanks I received from Jacqueline S.  'Thank you so much for your assistance! I found Stephen Jordan to be very helpful. Thank you for recommending him to me.'  And I thank you, too! I really appreciate your quick, excellent work for this needy client."
    • Barb H. Esq. - Coordinator, Low-Income Taxpayer Project
  • "Dear Stephen, Thank you for sharing your valuable time, expertise and generosity.  I will let you know the outcome of your plea on my behalf with the IRS.  It was such a pleasure meeting you.  Perhaps we can continue our conversation at a later date.  I would like that.  With thanks and appreciation -- Jacqie"
    • Jacqie S. - Therapist
  • "Mr. Jordan was extremely professional and knowledgeable.  After discussing my case and options, we decided that an Offer-in-Compromise was my best option and promptly did the necessary paperwork.  I received a letter today stating they (...IRS) have accepted my Offer."
    • Mike K. - Machinist
  • "Thank you so very much for helping me with the tax forms.  I am grateful to you and the long hours you spent with me.  I could not have done that alone. Blessings," 
    • Celeste L. - Nurse
  • "Steve, Thank you for your help with the tax liens last year –your directions worked great - the liens were released immediately." 
    • "Cedar Pete" L. - Lumber Broker
  • "I attended your seminar at The Yard in 2014 and found your teaching methodology informative and beneficial.  I would like to know if you will be putting on another this year? Thanks."
    • Charles B. - Accounts Payable Specialist
  • "Mr. Jordan, Mrs. H. and I have signed the original PDF and have attached the signed copy with the same password as the original. Thank you for your extra effort  this year on this complicated return." 
    • Keith H. - IT Professional
  • @#$%&!
sbj b&w gif Stephen B. Jordan EA specializes in tax consulting & QuickBooks®  for a wide variety of clients.
uncle samYou should be aware of the difference between: tax avoidance vs. tax evasion. 
Tax avoidance is the legitimate minimizing of taxes, using methods approved by the IRS. Businesses avoid taxes by taking all legitimate deductions and by sheltering income from taxes by setting up employee retirement plans and other means, all legal and under the Internal Revenue Code or state tax codes.  Tax avoidance is perfectly legal. The courts have stated clearly that you have no duty to pay more taxes that what is minimally required by law. You have every right to take all legitimate deductions and also to structure your business to minimize taxes.  Tax evasion, on the other hand, is the illegal practice of not paying taxes, by not reporting income, reporting expenses not legally allowed, or by not paying taxes owed.  Tax evasion is most commonly thought of in relation to income taxes, but tax evasion can be practiced by businesses on state sales taxes and on employment taxes.  In fact, tax evasion can be practiced on all the taxes a business owes.  Tax evasion is a crime. This involves fraud, misreporting income, or taking deductions that you do not qualify for.  Put another way, the difference between tax avoidance and tax evasion is a $250,000 fine and ten years in jail.
  1. The Internal Revenue Code [USC:Title 26] (Internal Revenue Code) is authorized by the 16th Amendment.
  2. Section 1 of the Internal Revenue Code (26 USC 1 or simply IRC §1), titled "Tax Imposed" is the law that imposes a federal income tax  on taxable income, and sets forth the amount of the tax to be paid. A similar tax on corporations is set forth in IRC §11.
  3. The Internal Revenue Code states that "gross income means all income from whatever source derived," and gives specific examples. 26USC§61
  4. IRC §861 sets forth a frivolous position as fraud.  IRC §861 is titled "Income from sources within the United States."  A widespread statutory argument (Tax protester 861 argument) used by tax protesters interprets this definition to apply throughout the tax code, mistakenly concluding that only income described in §861 is taxable.  The IRS and federal courts have consistently rejected this interpretation, as in US v.Wesley Snipes et al.
  5. United States persons (including citizens, residents, and US corporations) are generally subject to US federal income tax on their worldwide income. Foreign persons (i.e., persons who are not US persons) are subject to US federal income tax only on income from a US business and certain income from United States sources.  Source of income is determined based on the type of income. The source of compensation income is the place where the services giving rise to the income were performed. The source of certain income, such as dividends and interest, is based on location of the residence of the payer. The source of income from property is based on the location where the property is used.
  6. Levy and distraint: Continuous levy: Property subject to: Federal Payment Levy Program.--The IRS has announced that, pursuant to the new Federal Payment Levy Program (FPLP), individuals and businesses with delinquent tax liabilities may be subject to a continuous 15% levy against funds owed them by the federal government.  The FPLP will be used in conjunction with the existing levy program.
  7. The law says you're liable.  The courts say "the law says you're liable".  That's why you're liable.  Nothing will help you.  Besides, according to Ron Paul, (R) Texas, and “if the IRS thinks it's the law, and they have all the guns"...ergo, you have voluntary compliance.  Bottom line: Paying taxes is an unavoidable social responsibility.    
THE TEN CANONS FOR STEPHEN B JORDAN, EA PERSONNEL  
1.  The client is the most important person in our business.
2.  The client is not dependent on us--we are dependent on him.  
 
3.  The client is not an interruption of our work--he is the purpose of it.   
4.  The client does us an honor when he calls--we are not doing him a favor by serving him.   
5.  The client is part of our business, not an outsider--he is our guest.   
6.  The client is not a cold statistic--he is flesh and blood--a human with feelings and emotions like our own.   
7.  The client is not someone we argue or match wits with.   
8.  The client is one who brings us his want--it is our job to fill them.   
9.  The client is deserving of the most courteous and attentive treatment we can give him.
10. Every time we help the client to succeed, we help to insure our own success through client retention and referrals. 
• At Stephen B Jordan EA goals are set and periodically reviewed and scored, and new goals set.  In addition, measurement tools are in place to evaluate progress and performance once the goals have been established. 
• The steps in accountability are:    
1. Set goals and incentivize;  
2. Measure;  
3. Hold accountable; and  
4. Reward or provide consequences.
• Categories for personnel review include:  
1. Technical knowledge  
2. Productivity  
3. Accuracy  
4. Communications  
5. Dependability (includes attendance and punctuality)  
6. Innovation  
7. Initiative  
8. Problem solving  
9. Judgment
10. Planning and organization
11. Management skills
12. Analytical skills
 FREE QuickBooks® consulting for Growing Businesses. 
The fastest, easiest way to manage your business. #1 Best Seller.
  • Is the IRS getting too much of your money? If you are like most people, you find the job of keeping accurate tax records is a burdensome chore. We have a super great accountant that can show you how to significantly reduce your tax burden as well as protecting your assets without driving you crazy. We will provide to you, at no obligation whatsoever, a free 30 minute confidential analysis of your business for the purpose of recovering tax money paid, and protecting your future income and all assets. The majority of income tax returns today need additional professional assistance in accomplishing the task of preparing the necessary complicated forms and schedules such as employee business expense, a home sale or purchase, capital gains on stock or other asset sales, retirement income, rentals, as well as many, many others. Now, there is a convenient and low cost way to keep track of your tax deductible expenses without driving you insane. I would be happy to provide you with information about record keeping at no obligation to you. Would you please give me your name, and your home or work telephone number and the best time to reach you there? I think you will be impressed at the low cost of this service and the savings you will receive. Please call me to set up a free consultation at your office or mine.  Ask for Stephen B. Jordan, EA.  
  • Pay the Lowest Tax Legally Required by Law; Or Your Tax Return is FREE -- Guaranteed! Experienced Tax Professional's Bold Promise Puts More Money in Your Pocket and Keeps the IRS off your Back at the Same Time! (Better call Steve and get the real scoop.)
Call for a free brochure, "How to Keep More of What You Make chess board
Hours: Monday - Friday -- 10am to 7pm :: Saturday -- 10 am to 5 pm
Sunday -- Closed ::  Personal Appointments at Your Convenience
visaCredit cards accepted:  Visa, MasterCard, Discover or PayPal
math  An Enrolled Agent (EA) has demonstrated technical competence in the field of taxation to the IRS and is a TAX PROFESSIONAL. An EA is licensed by the US Department of Treasury to represent any taxpayer (Individuals, Businesses, Corporations, and Estates) before the Internal Revenue Service.    
We specialize in  
  • Tax return preparation & planning - Federal & All 50 States    
    • Individual
    • Entrepreneur/Sole Proprietor/LLC
    • Partnership
    • S-Corp
    • C-Corp
    • Trust & estate
    • Tax Exempt organization
  • Small business set-up & financial statements
  • Bookkeeping Services, P&L write-up
  • Business plans & Cash-flow Projections
  • QuickBooks® consulting (review files)
  • Tax Defense Network® Affiliated Partner
  • PAYCHEX® Tax Accounting Services Partner
  • Solving tax problems, we specialize in past due returns!
  • Comptroller-for Hire
  • Tax resolution skills (IRS & DOR problems/back taxes/Collection-due-process)
Annual participation in Continuing Professional Education courses offered by local chapters of national accounting and tax associations keeps the firm on the "leading edge" of ever-changing tax laws and accounting methods.  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.
Fortune 500 Experience • INC 500 Effectiveness
How you Benefit:
  • Minimize your taxes
  • Develop practical tax cutting strategies
  • File your returns correctly and on time
  • Make better financial decisions throughout the year
  • Receive solid accounting, budgeting and tax planning advice
  • Learn how to build your retirement savings
  • Understand how to keep only the records required by law
  • Run your business more accurately and efficiently
  • Implement sound financial and estate planning techniques  
Affiliations:  
  • Massachusetts Society of Enrolled Agents (MaSEA)
  • National Association of Enrolled Agents (NAEA)
  • National Association of Tax Professionals (NATP)
  • Northern New England Society of Enrolled Agents (NNESEA)
Read my blogEstablished 1987 • Open Year-Round
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