Stephen B. Jordan, EA

Stephen B. Jordan, EA

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   Stephen B Jordan EA * April 1987 * 1st year of independent accounting & tax practice  
 Are  you self-employed or a small Biz owner?
Do you need help with your bookkeeping, payroll or taxes?
Give  us a call... we help small Biz get organized and stay in compliance with tax laws... you will save money!
We offer an array of Services to our clients. Want to know more? Simply click a link of interest below.
Holistic Model of Tax Preparation... recognizes that there is interplay between two forces in almost any endeavor, and it takes advantage of them to their fullest capacity. Some people call these two forces left- and right-brained thinking, analytic and holistic processing, logical and intuitive works... Yin and Yang.  Yang represented by the logical, systems-oriented, analytic and mathematical thinking.  Yin is a grab bag of emotions, style, context, opinion and personal interaction.
 
  1. The Engagement (Yang):  the terms of the tax appointment are set, including appointment time, place, price and parties present.
  2. The Questions (Yin): the client comes to the appointment with a years's worth of questions and concerns.  The practitioner will have alot of questions as well-some obvious, some not so obvious.  Asking the right questions in this stage is critical to what follows. 
  3. Number Crunching (Yang):  Forms are presented and entered into the software, boxes are checked, information is sorted based on relevance, and the computer does its job and gets a preliminary answer.
  4. Reality Check (Yin): The practitioner takes a look at the ?nished product and asks himself the basic question, “Does this look right?” Sometimes the answer is obvious, and sometimes the practitioner realizes that further research is in order. The practitioner may need to contact the client for follow up information, but it’s critical in obtaining the best answer. In some cases steps 3 and 4 will need to be repeated several times until the practitioner is satis?ed.
  5. Sign, Seal and Deliver (Yang): Assuming that all of the nagging questions have been answered as best as they can, the return is ?nally printed, signed, and presented to the client.
  6. Absorption and Clari?cation (Yin): The client will review the return and try to make sense of it. Ideally, since it is their ?nances on the line, clients should take a good amount of time checking over their tax return. They may have more questions, and those will need to be dealt with. Or, they may have new information, which will throw the process back to stage 3. But only when the client has absorbed all the information can they proceed to the next step.
  7. Acceptance (Yang): The client must determine that the return is accurate. They must sign it.  They also must decide whether or not the practitioner was worth the money and if they’ll use him or her again next year. 
  8. Off Season (Yin): After the practitioner and client part ways for the rest of the year, new questions and new circumstances are sure to arise. The practitioner needs to ?gure out which new tax laws will have an impact on the client and decide what tax classes, publications and seminars will be most bene?cial.  
  • Notice that these eight steps go back and forth between question and answer, chaos and order, expedition and discovery, and client and professional. Notice also that the process is the same that any knowledgeable professional would apply to any client.
 Contributor: Dan Connors, EA - Buenger/Doyle Tax Service in Granite City, IL, NATP TaxPro Journal, Fall 2011
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Accounting Services

Bookkeeping

Complete bookkeeping services for small businesses.

Tax Preparation Services

Business Tax Returns

A variety of small business tax returns are prepared each year.

Other Services

Business Valuations

Establishing the proper value of a small business. If we don't have an answer for you, we can refer you to top quality consultants who work with us in this specialty area. Call the Institute for Business Appraisers at 5217 South State Street, Suite 400 Salt Lake City, UT 84107 Phone: 800-299-4130 Fax: 866-353-5406 hqiba@go-iba.org

Accounting Services

Comptroller-for-Hire

CFO/Controller Services - Do you have access to information needed to make real-time decisions such as sales, expenses, cash flow, and projected profitability? If not, you can not be in control.

Other Services

Financial Planning

Financial Planning for future goals.

Accounting Services

Financial Statements

Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients. "Disclosure: Accounting services provided by this firm do not require a state license."

Tax Preparation Services

Individuals

Tax returns and filing instructions have been prepared for 1,000's of individual clients over the years.

Accounting Services

ORACLE® SmallBusinessSuite

Use ORACLE® SmallBusinessSuite to conduct your accounting business in real-time via the internet. ORACLE® SmallBusinessSuite is leveraging the Internet to turn small business accounting into a powerful e-business tool. Using ORACLE® SmallBusinessSuite, small businesses can conduct business with their customers, employees, and suppliers in real time, experience anytime,anywhere access to up-to-the minute data, and get Fortune 500 power to run their companies.

Payroll Services - PAYCHEX®

PAYCHEX® Tax & Accounting Services Partner -- PAYCHEX® frees you from the hassle of calculating payroll taxes, filling out payroll forms, keeping track of deadlines, and complying with ever changing tax rates. With PAYCHEX®, every payday can be fast, easy, and error-free. PAYCHEX® allows you freedom to focus on running your business.

Other Services

Public Speaking

Public speaking at your business or organization on a variety of economic, accounting and tax topics.

Accounting Services

QuickBooks® Consulting (review files)

We offer QuickBooks® accounting software installation, training & support.

Other Services

Taxpayer Representation

Solving tax problems. Resolving federal state tax liabilities.

Tax Preparation Services

Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services.