Call 877-342-5600 ext. 2

Personal / Individual Tax Returns

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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.

 


 

Client Data Packet 2020 

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

Client-tax-organizer-intake-form

 

 

Due Diligence Questionnaire  

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

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Covid-19 Data Questionnaire

(Everyone that is claiming a dependent must complete this Questionnaire for all 2020 Tax Year Returns to be filed in 2021)

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)

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

 

OR 

 

 

Get your taxes prepared ONLINE TODAY via our  Mobile App

OR

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

 

CURRENT CLIENT PORTAL:

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New to our CLIENT PORTAL SERVICE?

Complete the following contact form and we will email you the link to setup your CLIENT PORTAL account, please complete the form in it's entirety.  You should recieve your link to setup your CLIENT PORTAL account within 24 hours of requesting, if you do not receive the link within 24 hours please contact us so that we may resend it.    

mail Contact Form for Jordan & Associates, LLC

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.

 

 

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