O U R  S E R V I C E S

We know that there are a

multitude of facets that go along

with running a business.

Accounting and Bookkeeping

At Jordan, CPA, P.C., we know that there are a multitude of facets that go along with operating a business. Let us assist you with the behind-the-scenes financial aspect of your business, so you can focus on what you do best–promoting and providing your service and/or product to your clients and customers. Additionally, some of these services can also be quite helpful on a personal level. Keeping a close track of your personal expenditures can be just as important for your tax planning and can make the tax preparation process much more efficient. As an individual, you will be more knowledgeable about where your money is spent if your information is properly tracked on a regular basis. We offer a variety of services that include, but are not limited to the following:

 

  • Account reconciliations

  • Accounts payable/receivable

  • Budgeting

  • Financial statement preparation and compilation

  • Payroll administration

  • QuickBooks set-up and training

 

 

Consulting

Our consulting services vary by client and range from very simple to more complex. Whether you have a QuickBooks question or would like to know the advantages/disadvantages of buying a vehicle vs. leasing a vehicle or if you need assistance with establishing a business, we can help. Some of the industries for which we provide services include commercial real estate lessors, professional service providers such as architects and engineers, restaurants, artists and art dealers, and other service providers such as various types of subcontractors, auto repair technicians, and restoration and remediation specialists. We aim to provide meaningful feedback and recommendations to best suit your concerns and needs and take the appropriate steps to accurately and fully analyze the unique circumstances that affect our clients. 

 

Tax Planning and Preparation

Income tax return preparation can be fast and simple, or it can be quite burdensome, but no matter what your tax situation is, it is a matter of life that we all must address. At Jordan, CPA, P.C., our goal is to help to minimize our clients’ burden to help make the process as smooth as it can be and to keep worrisome surprises at a minimum. We engage in conversations with our clients to try to determine the most beneficial planning opportunities available to maximize tax benefits and to be able to timely plan for tax liabilities triggered by unusual and/or infrequent taxable events. We take a personal and proactive approach with our clients to cater to each individual or business situation as it occurs to be in the best position for implementing the appropriate actions to be taken. Some of the services provided in this area include, but are not limited to the following:

 

  • Personal income tax return preparation

  • Business income tax return preparation–partnerships, C-corporations, and S-corporations

  • Income tax projection preparation and tax planning

  • Remittance of federal and state quarterly estimated tax payments

  • CRS return preparation and other state sales tax return preparation

 
 
 

Corporate Address

Jordan CPA, P.C.

4001 Office Court Drive, Suite 401

Santa Fe, NM 87507

Corporate Contact

Email: tobie@tjordancpa.com

Phone: 505.473.2662

Fax: 505.474.5585

©2019 Jordan CPA, P.C. All rights reserved.

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