Skip page Logo and Brand information to navigation. Skip page header section and navigation, to main content.

Learn More About Our Services


Tax Preparation Services

Personal / Individual Tax Returns

Our core specialty is the preparation of tax returns for individual taxpayers. With over 20 years of tax preparation experience, literally 1000's of Federal and State returns have been prepared and filed. Don't delay, get your taxes done today. We offer Tax Preparation services to All 50 States. There's no need to inconvenience your schedule to ensure your taxes are prepared, utilize one of our convenient tax preparation methods and leave the rest up to us.

 

Please note that everyone whom does not use the Mobile App or the Client Portal (as the same exact forms are located within your portal account) are required to complete the necessary forms.  These forms can also be completed in advance for in office visits.  

Please be advised that if you use the Mobile App you may still need to complete 1 or more of the follwing forms, depending on your tax situation.

 

Tax Return Checklist

tax-return-checklist

 

 

Client Engagement Letter 2022


 

Client Data Packet 2022 

(Everyone Must Complete this Packetanything that does not apply to you, skip it)

Client-tax-organizer-intake-form

 

 

Due Diligence Questionnaire 2022

(Everyone that is claiming a dependent must complete this Questionnaire; anything that does not apply to you, skip it)

due-diligence-questionnaire-2022-form-pic

 

 

Covid-19 Data Questionnaire 2022

(Everyone must complete this Questionnaire for all 2020 Tax Returns filed in 2021 and all 2021 Tax Returns filed in 2022)

Covid-19-Data-Sheet

 

 

Self Employment Income & Expenses 

(Everyone that is Self Employed must complete this Form; anything that does not apply to you, skip it)

self-employment-income-and-expenses-form-picture

 

 

Express Filer Application

(Anyone that have self-prepared their tax return(s) and/or had their tax return(s) prepared by someone other than us and would like for us to facilitate the electronic tranmission of the tax return(s) to the State Tax Authority(ies) and/or the IRS must complete this application.)

jordan-and-associates-llc-express-filer-application-form-picture-and-link

 

 

If you choose to print the form(s) and complete them, you will have to email, fax, and/or text each page to us.

 

OR 

 

Simply upload your documents to our Client Portal to get your taxes prepared today!

 

CURRENT CLIENT PORTAL:

angelPORTAL LOGINangel

 

 

OR

 

 

Get your taxes prepared ONLINE TODAY via our  Mobile App

 

 

 

 

New to our CLIENT PORTAL SERVICE?

  • Complete the following steps in the Example (pictured below) to setup your CLIENT PORTAL account, please complete the form in it's entirety.   

mail Client Portal Sign Up

Example (picture) of how to complete our contact form to request access to Client Portal..

 

 

Click Here to Schedule Your Appointment

 

           Check Your FEDERAL Refund Status:                                                                                           Check Your STATE of ALABAMA Refund Status: 

                                                                     Alabama_Department_of_Revenue

 

*If the state link you are looking for is not listed please contact us and we will forward the corresponding link to you. We are regularly updating our site and more State Refund Status checking links will be available soon.

 

 

authorized-irs-efile-service-provider                                                                                                                           irs-approved-ce-provider

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

 

To inquire about our tax forecasting and mid year tax planning services, Click on the following link: 

mail Contact Form for Jordan & Associates, LLC

Example (picture) of how to complete our contact form to inquire about our Tax Planning Services.

 

Use Our Mobile App

Can't make it to our office?

NO PROBLEM.

Get your taxes prepared online by a Tax Professional. 

 

With our Mobile App you don't have to leave your home, Get your taxes prepared and/or estimate your refund online. You can enter your information, upload pictures and/or documents needed for the preparation of your taxes as well as communicate with us, via email, chat, text or click to call. You can also monitor the entire progress of your tax return and/or refund. 

 

Locate your Tax Professional and click on the Mobile App Link under their name. 

 

 Tamara Jordan

Mobile App   

mobile_app_for_Deondra_Jones Deondra Jones

Mobile App  

 Arlinda Jackson

Mobile App 

 Vondrameka Polk

Mobile App 

 Yutasha Turner

Mobile App 

  Kesha Smith

Mobile App 

 

Business Tax Returns

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor we will properly prepare your tax return to, minimize any taxes owed or maximize your tax refund that you are legally entitled to. Over the years, 100's of small business Federal and State tax returns have been prepared for service businesses, retail businesses and manufacturing business clients.

 

GET your Business/Corporate tax returns, PREPARED today! 

 

calendar-schedule-business-tax-prep

Click Here to Schedule YOUR Appointment

 

 

angel PORTAL LOGINangel

 

 

 

 


Financial Services

Financial Statements

Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

 

TO REQUEST A FREE CONSULTATION Click on the following link: 

mail Contact Form for Jordan & Associates, LLC

Example (picture) of how to complete our contact form to request a FREE Consultation for our Financial Statement(s) Services.

 

Bookkeeping

Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available.  We support all major accounting programs including Quickbooks and Peachtree.

 

STARTER SMALL SPECIALTY SCALABLE SYNERGY
$259/mth if billed monthly $279/mth if billed monthly $299/mth if billed monthly $349/mth if billed monthly $449/mth if billed monthly
$239/mth if billed annually $259/mth if billed annually $279/mth if billed annually $319/mth if billed annually $399/mth if billed annually

       Monthly expenes       $0-$999.99

Monthly expenses  $1,000-$7,499.99

Monthly expenses $7,500-$24,999.99

Monthly expenses $25,000-$49,999.99

Monthly expenses $50,000-$1,000,000.00

Plans are per business and/or DBA, example: a Beautician that also owns an entire salon and rent booth space to other beauticians, etc... will have Income and Expenses for their service as a beautician as well as Income and Expenses for their rental activity of booth rental.  Therefore being two (2) different business catagories.

 

*Bookkeeping Plans include up to 10 bank accounts.

 

*Specialized Bookkeeping Services pricing start at $75.00 per month, which is additon to the plan packages listed above.  Specialized Bookkeeping Services include but are not limited to: Receipting Services (sorting, organizing, scanning &/or copying receipts), Invoicing Services, Monitoring and/or Facilitating Accounts Payable, Segment Level Booking, Etc...

 

 

Tax Return Preparation fee discounts are available with the subscription of a monthly bookkeeping plan.

  • Sole Proprietor Filing: Personal return with a Schedule C start at $650.00 per annual filing
  • Business Filing: LLC/S-Corp/C-Corp/Non-Profit start at $1,010.00 per annual filing
  • Business filing plus Personal filing (1040+Schedule C+Business Return) start at $1,420.00

 

If specialized services are needed please contact us for a FREE consultation to receive your specialty pricing quote.

 

 

TO REQUEST A FREE CONSULTATION Click on the following link: 

mail Bookeeping Consultation

 

 

Free Bookkeeping Spreadsheet 

Payroll Services

Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.

 

TO REQUEST A FREE CONSULTATION Click on the following link: 

mail Contact Form for Jordan & Associates, LLC

Example (picture) of how to complete our contact form to request a FREE Consultation for our Payroll Services.

Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.

 

TO REQUEST A FREE CONSULTATION Click on the following link: 

mail Contact Form for Jordan & Associates, LLC

Example (picture) of how to complete our contact form to request a FREE Consultation for our Financial Planning Services.

Business Valuations

We specialize in a multi-dimensional approach to valuing small business for purchase or sale. We also value businesses for buy-sell agreements and for insurance purposes.

 

TO REQUEST A Business Valuation consultation, Click on the following link: 

mail Contact Form for Jordan & Associates, LLC

Example (picture) of how to complete our contact form to request a FREE Consultation for our Financial Statement(s) Services.


Send Us a Message

We would love to hear from you!

877-342-5600 ext. 2 support@ja-taxangels.com

Get clarity on your tax and accounting situation