Jordan and Associates was founded in 1970 by Barb and Fred Jordan and has been managed by Rick Jordan, CPA, since 1987.
Their trusted, knowledgeable CPAs provide full-service accounting, tax, wealth management, as well as advisory services to businesses, private practices and individuals.
Over the years, Jordan and Associates has earned a reputation for providing insightful, friendly, professional, pro-active and timely service, watching out for our client’s best interests and giving them peace of mind.
Their clients benefit from their CPA and advisory staff’s education and expertise in:
Taxation, business and financial consulting
Business and financial strategic and tactical planning
IRS compilations, reviews and audits
Business valuation
Litigation support
Investment services
Trust and estate planning
Wealth management
Together, the Jordan and Associates Client Support Team – Pam, Maria, Joni and Joanna – possess a combined total of nearly 40 years experience in accounting and financial services. They provide friendly, personalized attention, have an eye for detail and are quick to respond to client questions. From helping balance checkbooks and reconciling bank statements, to payroll processing and QuickBooks assistance, the Client Support Team enjoys working with clients… and it shows in the quality of their work and their commitment to our clients’ financial success.
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