Canons for Stephen B Jordan EA Personnel

CANONS FOR STEPHEN B JORDAN EA PERSONNEL

• The client is the most important person in our business.
• The client is not dependent on us--we are dependent on him. 
• The client is not an interruption of our work--he is the purpose of it.
• The client does us an honor when he calls--we are not doing him a favor by serving him.
• The client is part of our business, not an outsider--he is our guest.
• The client is not a cold statistic--he is flesh and blood--a human with feelings and emotions like our own.
• The client is not someone we argue or match wits with.
• The client is one who brings us his want--it is our job to fill them.
• The client is deserving of the most courteous and attentive treatment we can give him.
• Every time we help the client to succeed, we help to insure our own success through client retention and referrals. At Stephen B Jordan, EA goals are set and periodically reviewed and scored, and new goals set. In addition, measurement tools are in place to evaluate progress and performance once the goals have been established.

The steps in accountability are:

1. Set goals and incentivize;
2. Measure;
3. Hold accountable; and
4. Reward or provide consequences.

Categories for personnel review include:

1. Technical knowledge
2. Productivity 
3. Accuracy
4. Communications
5. Dependability (includes attendance and punctuality)
6. Innovation
7. Initiative
8. Problem solving
9. Judgment
10. Planning and organization
11. Management skills
12. Analytical skills 

• We offer free QuickBooks® consulting for Growing Businesses. The fastest, easiest way to manage your business. #1 Best Seller.
• Is the IRS getting too much of your money? If you are like most people, you find the job of keeping accurate tax records is a burdensome chore. We have a supergreat accountant that can show you how to significantly reduce your tax burden as well as protecting your assets without driving you crazy. 
• We will provide to you, at no obligation whatsoever, a free 30 minute confidential analysis of your business for the purpose of recovering tax money paid, and protecting your future income and all assets. 
• The majority of income tax returns today need additional professional assistance in accomplishing the task of preparing the necessary complicated forms and schedules such as employee business expense, a home sale or purchase, capital gains on stock or other asset sales, retirement income, rentals, as well as many, many others. 
• Now, there is a convenient and low cost way to keep track of your tax deductible expenses without driving you insane. I would be happy to provide you with information about record keeping at no obligation to you. Would you please give me your name, and your home or work telephone number and the best time to reach you there. I think you will be impressed at the low cost of this service and the savings you will receive. 
• Please call me to set up a free consultation at your office or mine. Ask for Stephen B. Jordan, EA.
• Pay the Lowest Tax Legally Required by Law, Or Your Tax Return is FREE -- Guaranteed! Experienced Tax Professional's Bold Promise Puts More Money in Your Pocket and Keeps the IRS off your Back at the Same Time! (Better call Steve and get the real scoop.)
• Call for a free brochure:  "How to Keep More of What You Make"
• Hours:
• Monday - Friday -- 10 am to 7 pm
• Saturday -- 10 am to 5 pm
• Sunday -- By Appointment Only
• Personal Appointments at Your Convenience

• Credit cards accepted: Visa, Mastercard, Discover or PayPal
• An Enrolled Agent (EA) has demonstrated technical competence in the field of taxation to the IRS and is a TAX PROFESSIONAL. An EA is licensed by the US Department of Treasury to represent any taxpayer (Individuals, Businesses, Corporations, Estates) before the Internal Revenue Service.

We specialize in:

• Tax return preparation & planning - Federal & All 50 states:
• Individuals
• entrepreneurs
• partnership 
• S-Corp 
• C-Corp 
• trust & estate 
• Tax Exempt organization 
• Small business set-up 
• Book-keeping, trial balance write-up & spreadsheets 
• QuickBooks® consulting (review files) 
• Business plans & cash flow projection 
• Paychex® payroll services 
• Solving tax problems, we specialize in past due returns! 
• Taxpayer Representation - resolving tax liabilities 

• Options:
• Full pay, 
• Payment plan, 
• OIC -- Equity, 
• CNC -- debt doesn't go away. 
• Tax lien & levy assistance - bank account levies/garnished wages 
• Partial Payment Installment Agreement (PPIA) IRC§6159 (affordable monthly payment plan) 
• Innocent spouse relief. Expanded administrative appeals in many dispute areas:
• innocent spouse relief IRC§6015(b) 
• separation of liability relief IRC§6015(c) 
• equitable relief IRC§6015(f) 
• Offer-in-Compromise (OIC) IRC§7122 (settle debt for Reasonable Collection Potential)
• Attorney referrals to discharge taxes in bankruptcy for certain exceptions.

We do legitimate offers! 

• Annual participation in Continuing Professional Education courses offered by local chapters of national accounting and tax associations keeps the firm on the "leading edge" of ever-changing tax laws and accounting methods. As an Enrolled Agent, Steve is required to satisfactorily complete Continuing Professional Education in the field of Taxation at a minimum of 30 hours per year.
• Computerized offices and internet access ensures clients accurate, efficient, state-of-the-art service at a competitive price.

How you Benefit:

• Minimize your taxes
• Develop practical tax cutting strategies 
• File your returns correctly and on time 
• Make better financial decisions throughout the year 
• Receive solid accounting, budgeting and tax planning advise 
• Learn how to build your retirement savings 
• Understand how to keep only the records required by law
• Run your business more accurately and efficiently
• Implement sound financial and estate planning techniques

Affiliations:

• Massachusetts Society of Enrolled Agents - MaSEA 
• National Association of Enrolled Agents - NAEA
• National Association of Tax Professionals - NATP
• Northern New England Society of Enrolled Agents (NNESEA) 

Established 1987 • Open Year-Round