Business Details
39 Years
experience
Emergency
services
Trusted Accounting & Tax Services in Windham, NH
Stephen B. Jordan has built a reputation for delivering precise and reliable accounting and tax services since 1987. With over 40 years of combined experience, our firm prioritizes accuracy, accountability, and affordability in every client interaction. We specialize in tax return preparation for individuals and businesses, including complex filings for S-Corps, partnerships, and high-net-worth clients requiring extended deadlines. Our approach combines year-round financial planning with cutting-edge technology to streamline processes and ensure secure data handling through our Verifyle portal. Clients benefit from personalized service, with turnaround times ranging from 7 to 21 days depending on seasonal demand.Our team, led by Enrolled Agent Stephen B. Jordan, tackles challenging tax scenarios including past-due returns, IRS controversies, and bankruptcy-related tax discharges, supported by a network of attorney and payroll service partners. We maintain transparency through fixed pricing tiers for simple, moderate, and complex returns, while emphasizing critical accounting principles such as proper depreciation management and self-employment tax optimization. Our commitment to client education and proactive planning ensures businesses and families receive tailored solutions that align with their unique financial needs.
Services
Tax Preparation
Bookkeeping
Tax Consultation
Payroll Services
Financial Planning
IRS Representation
Cryptocurrency Tax Reporting
Details
- Year established: 1987
Highlights and features
- 40+ years of combined experience in accounting and tax services
- Specialized expertise in complex tax return preparation and IRS dispute resolution
- Transparent pricing with three service tiers based on complexity
- Secure document transfer portal for confidential client communication
- Year-round financial planning and year-end tax strategy consultations
Associations and certifications
- Enrolled Agent (EA)
What people say
Phenomenal reputation
Sharp analytical mind
Tremendous work
Real solutions
Outstanding client service
Services
Tax Preparation
We prepare federal and state tax returns for individuals and businesses, including complex forms like 1040, 1120-S, and 1065. Our process includes income verification, deduction optimization, and tax liability calculation. With over 35 years of experience, we ensure accurate filings while minimizing audit risks.
Bookkeeping
Our year-round bookkeeping services maintain accurate financial records using cloud-based systems. We manage accounts payable/receivable, bank reconciliations, and financial reporting. This service supports businesses in tracking cash flow and preparing for tax season with organized documentation.
IRS Representation
We resolve IRS controversies including back taxes, audits, and penalty abatements. Our process starts with reviewing tax transcripts, followed by strategic negotiation with the IRS. Enrolled Agent Stephen Jordan's expertise ensures compliance while protecting client interests during tax disputes.
Payroll Services
Through ADP and Paychex partnerships, we handle payroll processing, tax filings, and year-end reporting. Our service includes calculating employee withholdings, managing tax deposits, and generating W-2 forms. This ensures businesses remain compliant with federal and state payroll regulations.
Financial Planning
We provide strategic financial planning focused on tax optimization and business growth. Services include cash flow analysis, depreciation planning, and self-employment tax reduction strategies. Our approach integrates tax considerations with long-term financial goals for individuals and small businesses.
People
Stephen B. Jordan
Enrolled Agent
Stephen B. Jordan is a licensed Enrolled Agent with over 35 years of experience in tax preparation and accounting. Recognized by peers for exceptional problem-solving skills, he specializes in complex tax returns and IRS dispute resolution.
Questions
What tax services do you offer?
We prepare individual and business tax returns, handle IRS controversies, and provide tax planning for complex situations including cryptocurrency reporting.
Do you handle business tax filings?
Yes, we prepare corporate returns for S-Corps (Form 1120-S) and partnerships (Form 1065), with specialized support for business owners requiring extended deadlines.
How are your fees structured?
Our pricing has three tiers: simple, moderate, and challenging returns. Fees start at $250 for basic 1040 forms with W-2 income.
Can you help with past-due tax returns?
Yes, we specialize in preparing overdue tax returns for federal and all 50 states, with expertise in resolving related IRS compliance issues.
What accounting software do you use?
We support QuickBooks Mobile and integrate with ADP and Paychex payroll systems, using cloud-based tools for secure, real-time client collaboration.
Do you offer year-round accounting support?
Yes, our services include ongoing bookkeeping, quarterly tax projections, and financial planning to maintain year-round compliance and business growth.
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