Rick Jordan

Rick JordanRick Jordan
Tax Subject Matter Expert
Jordan and Associates, LTD

Rick Jordan established his full service Certified Public Accounting and Business Consulting firm in 1981. His firm specializes in Small Business accounting, taxation and operational consulting. Additionally, he places specific emphasis on individual and estate taxation. Rick spends most of his free time either at his lake home in Wisconsin in the summer or snowmobiling in the winter, and throughout the year he is the lead singer of his cover band,

For every client, I do the following:

  • Ensure an income tax projection is completed before the end of every year so that no “tax opportunities” are overlooked and there are no tax “surprises”
  • Coordinate to ensure your tax returns are filed before the tax deadline every year
  • Review every tax return prepared for you prior to submission to the IRS, to ensure all “i’s are dotted and t’s are crossed”
  • Throughout the year, I also provide the “tax perspective” on every recommendation made by the team so that your tax liabilities are limited