accountant • tax services • consulting

Reviews

Above: "Pesky Pete" Peter Barron pulls out poison ivy vines

in Harvard, Mass. (Jesse Costa/WBUR)

We are as qualified as any one you can see!
- "I overcame my obstacles and broke through my own Geometric Negativity, to allow my success to finally take shape."
  - Latasha K. - Masseuse
The result is never a question for me.
- Just, what path do you take to get there?
  - There is always one that is most right, and that is what this is.
Knowing how it ends, should inform how it begins.
- Knowing the end, helps you know what you should do at the beginning.
"You have always been a true professional and I certainly will recommend your service to anyone who requires it. Thank you very much for the outstanding service you have provided for my company."
- Norman K. - Employment services
"I want to thank you for helping me through these last few years, your service has been greatly appreciated!"
- Sherri G. - Salon owner
"Please accept my thanks for your efforts with our bookkeeping, I appreciate the excellent job you did for us and if I have any need in the future for your services I will be in touch..."
- Pat D. - Real estate broker
"We have enjoyed your professionalism during our business dealings with you over the years."
- Roger A. - Furniture manufacturing
"I want to thank you for your services these past years. I wish you the best of luck and continued success."
- Arthur D. - Architectural custom mill-work contractor
"I thank you for all previous service and wish you much success in your business future."
- Donald A. - Equipment rental & leasing consultant
"Thank you for your past services. Good luck in your future endeavors."
- Richard B. - Insurance agency
"3 A's - Accurate, Accountability & Affordable: Steve is extremely thorough and concise! He turns one of the worst duties in running a business to being a piece of cake. He got me all my legal deductions and I was thrilled with my return. Thanks again Steve!"
- Mike P. - Vending machine owner operator
"You did a wonderful job for me and stayed on top of my taxes. Thanks Steve."
- Mitchell H. - Framing & finish carpentry
"Thank you for doing my taxes and for all your hard work, and for all you continue to do for me and my family."
- John A. - Siding & replacement windows contractor
"Thank you so much for all your help with my taxes."
- Susan B. - Sales consultant
"Thank you so very much for helping us out. We know you are very busy especially at this time of the year."
- Richard D. - Flooring specialist
"I have come to know you as a great guy - you've done more decent things for me than a slew of pretenders. You are the real deal - what you see is what you get! Hang in there for the home stretch! Thank you for all your hard and always top-notch work on my behalf."
- Brad D. - Technical trainer
"I am grateful for your efficient and thorough work on our taxes. I was worried that our first year filing as a married couple would be confusing and messy, but you took all the worries away. It is a great feeling to check this off the list with time to spare. I hope to meet you one day soon to thank you in person. Hopefully, before next tax season."
- Ann C. - Attorney
"Stephen, again, very glad we've met!"
- Rick S. - Car care detailer
"More good news, I received a letter from the IRS that I have paid my agreement in full and they are in the process of doing the lien release which I should have in 30 days! I can't thank you enough for helping me with that whole mess - I couldn't have done it without you."
- Melissa G. - Plumbing & heating contractor
"The best thing I ever did was come see you Steve, thank you. You changed my life."
- Chris C. - Wallboard & other specialty contractor
"Thank you for all your diligence last weekend and for staying so late on a Saturday night to complete this overwhelming task."
- Susan A. - Realtor
"Thank you Stephen, and thank you for trying to be helpful with your valuable advice. I have to feel productive or I spiral. I manage stressors well and control my manic - so I don't spiral. Meditate, exercise, organic diet. High functioning. You have to learn to say 'no'. Say 'no' to yourself, stop trying to please everybody... Best wishes."
- Latasha K. - Pet groomer
"Thank you for your all your hard work! Thank you again for all your help – it is much appreciated!!!! Warmest regards."
- Diane W. - Director, Bentley University Low-Income Taxpayer Clinic
"I appreciate everything that you've done for me and it's just good to know that there are people that are willing to help."
- Linda H. - Nursing assistant
"Again, thank you. I will let you know if the IRS is off my back. You do great work, and I hope you and your family have a wonderful Thanksgiving. Thanks."
- Sharon P. - Transport driver
"Dear Stephen - My return arrived today and I will bring it to the Post Office tomorrow. Sincere thanks for your help. I'll drop you a note when I hear back from the IRS. You are a real pro!"
- Bob S. - Consultant
"Thanks again, you are a life-saver. I will let you know when I get that letter from the IRS. Take care..."
- Sharon P. - Transport driver
"We wish to thank you for the time and effort you expended to help the client resolve his federal tax controversy. Please accept our special thanks for extending your services on a pro bono basis to ensure that this client was able to receive the necessary legal assistance that otherwise would not have been an option. Professionals like you make a big difference in the lives of those in need and allow programs like the Low-Income Taxpayer Project to succeed. Your work is of great importance and very much appreciated!"
- Virginia M. - Associate Executive Director - NH Pro Bono Referral Program - Low-Income Taxpayer Project
"Stephen -- I wanted to reach out and wish you a Merry Christmas and a Happy New Year... In the cleaning business you meet many great people. I have certainly enjoyed cleaning and working at your facility with you -- I hope that 2012 will be a great year for you..."
- John N. - Cleaning service crew
"Thank you for all your help! Best Wishes,"
- Matthew S. - Entrepreneur
"Thank you for helping us get things straightened out with the government. We appreciate all that you've done for us. Thank you again for helping us get on the right track. Have a great day."
- Richard D. - Flooring specialist
"Thanks for everything."
- Lisa A. - Painter
"Thanks for your help, at a time when I really need it. You my friend, are a kind & personable individual--interested in helping people in trouble. When will you be free of me?"
- Robert S. DDS - Dentist
"Hi Steve, I hope all is well. I just received your final case disposition form for Mr. W, and I wanted to take some time this morning to thank you for your time and for your truly inspiring generosity. This was a BIG case, both in depth and in breadth. In giving this much of yourself, you’ve made a tremendous difference not just for this needy client, but for the Low-Income Taxpayer Project as a whole. We depend on volunteer time to help us!"
- Barb H. Esq. - Coordinator, Low-Income Taxpayer Project
"Dear Mr. Jordan, Thank you for your great help getting through a difficult time."
- David B. - Consultant, In-Retirement
"Dear Steve, Thank you so much for all your help with our tax audit. You truly were a Godsend. Gratefully yours."
- Kevin & Elizabeth P. - Carpenter & Homemaker
"Thank YOU, sir. And your Bentley organization. I can't imagine Diane Wilson assigning a better adviser, with your diligence, expertise, and kindness. You have helped me a great deal! "Bob"
- Robert S. - Consultant
"Thank you so much for the professionalism and help."
- Rene O. - Salesman
"Thank you so much for all your assistance on this case. I will close it out on my end."
- Diane W. - Director, Bentley University Low-Income Taxpayer Clinic
"I just got a glowing report back from Mr. R about the work you did for him preparing and filing his missing tax returns. He's very appreciative, as am I. Thank you! Take care, Barb"
- Barb H. Esq. - Coordinator, Low-Income Taxpayer Project
"I hope you are doing well. I want to thank you for all your help."
- Kenneth R. - Salesman
"Hope all is well with you and things are going as smoothly as possible during this busy season for you!"
- Brad D. - Technical trainer
"I thought I’d pass along some thanks I received from Jacqueline S. 'Thank you so much for your assistance! I found Stephen Jordan to be very helpful. Thank you for recommending him to me.' And I thank you, too! I really appreciate your quick, excellent work for this needy client."
- Barb H. Esq. - Coordinator, Low-Income Taxpayer Project
"Dear Stephen, Thank you for sharing your valuable time, expertise and generosity. I will let you know the outcome of your plea on my behalf with the IRS. It was such a pleasure meeting you. Perhaps we can continue our conversation at a later date. I would like that. With thanks and appreciation -- Jacqie"
- Jacqie S. - Therapist
"Mr. Jordan was extremely professional and knowledgeable. After discussing my case and options, we decided that an Offer-in-Compromise was my best option and promptly did the necessary paperwork. I received a letter today stating the IRS has accepted my Offer."
- Mike K. - Machinist
"Thank you so very much for helping me with the tax forms. I am grateful to you and the long hours you spent with me. I could not have done that alone. Blessings,"
- Celeste L. - Nurse
"Steve, Thank you for your help with the tax liens last year –your directions worked great - the liens were released immediately."
- "Cedar Pete" L. - Lumber Broker
"I attended your Lorman 1099 Reporting seminar at The Yard Manchester, NH in October 2014 and found your teaching methodology informative and beneficial. I would like to know if you will be putting on another this year? Thanks."
- Charles B. - Accounts Payable Specialist
"Mr. Jordan, Mrs. H. and I have signed the original PDF and have attached the signed copy with the same password as the original. Thank you for your extra effort this year on this complicated return."
- Keith H. - IT Professional
"Good morning Steve! Not to worry, I think You are the best. Many thanks for your help and words of wisdom!"
- "Pesky" Pete B. - Poison Ivy Removal Specialist
"I look forward to having you prepare our taxes, as you always do a great job."
- Maria M. - RN
"Steve, you are more than just our accountant. You are a kind and very thoughtful person. Your suggestions really touched me. We have looked into some options but it's time we revisit them again. I wish you a very happy, healthy year. Again, thank you very much."
- Steve F. - Municipal Water Works Superintendent
"Stephen, that is so good to hear. Thank you so much for all your hard work and effort. Thank you for referring me. It is appreciated. Really much appreciated. I am glad we met today. You are a great guy with great intentions and a sincere soul. I will tell everyone I can..."
- Mark L., MBA - Professional Bookkeeper
"Nick always said you are the best, Stephen. He's still in London.”
- Ann H. - Hygienist
"Good morning Mr. Jordan! I really enjoyed our appointment yesterday, and you are such an incredibly generous and brilliant person. I'm not sure if you get enough of the positive feedback that you so greatly deserve. One of the things that has always helped me when I would get into a deep depression, is I think about all the people I have helped, and the difference I have made in their lives, the gratitude they showed me, and knowing I served a purpose in being in service to others. And that's what you do for people, you make enormous improvements to the lives of other people, give guidance, help them get back on track, free them from sleepless nights, help them ensure they have some financial security so they do not end their lives in poverty. That is no small thing. What you do is very, very important and greatly appreciated! I have spent years thinking I was poor, living below my means, the stress has been killing me. You've given me hope that I might actually be able to have a happy life for once. I cannot thank you enough.”
- Valerie T. - Esthetician
"When faced with a baffling, technical programming issue, Stephen displayed professionalism, skill, grace and concern for my situation. As the "Tech World" gets more and more complicated, it is so good to know there are still service agents out there who care about the welfare of their customers."
- Anonymous client
"Hi Steve, Hope you are well during this pandemic. We just want to thank you for the mailings you have recently sent us re: our home search. We are looking into your info. Thank you for your expertise again during tax season. Thanks again,"
- Sharon & Peter A. - CSR & Facilities Management
"My point in sharing this with you is to hopefully impress upon you the importance of the work you do, and the impact you have on other people's lives by helping them, using your talents and skill. You change lives! You make things possible for people they never thought were possible. You should be proud of yourself!"
- Valerie T. - Esthetician
"Thank you for the grand advice, you're a good man Steve. I appreciate all of your hard effort."
- Bill K. - Flooring specialist
"I just want to thank you for helping me get my life in order. Thinking about how my life has done a 180° turn for the better since you came into my life and I feel like I am the luckiest person in the world. Just wanted to tell you how grateful I am. I sent the IRS and the State a check for my quarterly payment."
- Valerie T. - Esthetician
"Thank you Steve! We appreciate your help!"
- Andy & Cindy S. - Lumber Brokers
"Thank you again for doing a P&L for us, and for doing our boys' taxes. You are amazing how you go above and beyond! We truly appreciate it!
- John & Claire M. - Executive Search & Faith Based Writing
"Steve, there are no words to express my deep gratitude for all you have done for me. You are a stellar accountant and a good man. Thank you for being amazing! With thanks & love."
- Valerie T. - Esthetician
"Stephen, Joanne and I want to thank you for being so kind to Ruth through the years, especially going to her apartment to do her taxes, and just being her friend. Ruth thought a lot about you being so nice to her."
- Joanne & David C. - In Retirement
" Thank you for always being so responsive Stephen! It's a joy to work with you!"
- John & Claire M. - Executive Search & Faith Based Writing
"Hi All, Thankful for you, your long time service, insight and support. May enjoyable moments monopolize your time and memories of this day."
- William "Bill" C. - Mental Health Therapist
"Steve, thanks so much! I know I can count on you! It helps to know wonderful, competent people like you."
- Maria M. - RN
"Hi Steve, Yes, according to our Lawyer, we must wait one (1) year from date of death dd/mm/2022 to dd/mm/2023 for Creditors to come forward to make any claim(s) against the Estate. We told our Lawyer, some of Z's brothers were pressuring us to pay funds out of the Trust now, and not wait the one (1) year (the brothers think there will be only small bills due, and want us to leave only about $0,000 in the Trust Account for anything that comes up) before disbursing the funds? Z's Mom J, did not have much debt, just household bills and two small credit cards. Our Lawyer said we may be able to make "partial payments" to Z’s brothers now, and to leave the Trust Account open for one (1) year (for Creditors) then pay remaining funds to the Heirs after the one (1) year deadline. This is an IRREVOCABLE TRUST, not an Estate going through Probate, so the process is easier and quicker As I understand from both you, and the Lawyer the following must occur to settle the Estate.
1. File a Final Tax Return for J, - Social Security Form SSA-1099 is not available until January of 2023 (Z's Mom only received a small amount of money back, never owed IRS). Low income household.
2. Pay any Debts owed by the Estate, give Creditors time to send them to us (we have only two Credit Cards to pay so far).
3. Keep records of all Income and Expenses for the Trust account. The funds are in a Non-Interest bearing account.
4. The Trust will have to File a Form 1041 for any income earned on the Trust, which we believe will be deminimis?
5. Distribute assets to Heirs after one (1) year from daste of death has passed.
- I’m updating a list of all bills that have been paid so far, so we have accurate records when it’s time to settle it all. Regarding Z's Mom's Estate, Z spoke with a second Estate Lawyer to appease his brothers, and the lawyer said we could pay his brothers approximately $000K each out of the Estate and to leave the last $00K as a compensating balance until after Z’s Mom’s 2022 Final tax return is filed and then one (1) year after Mom's date of death (dd/mm/2023), until the remainder of the funds can be paid out to Z’s brothers. Hopefully this will diminish stress for all parties involved? Any advice you can offer is appreciated Steve. I trust your honesty & integrity. Thank you for all your help and input. We appreciate your assistance and you as well."
  - Anonymous
"I hope this finds you well. I am eternally grateful for how much you helped me 6 months ago. Thank you so much Steve. Steve you are amazing I can't tell you how much I appreciate your help. Now I am very near being completed although not yet since I still need to deal with the state stuff and I still need to do a little bit more work on the Federal but I am so much more calm and less terrified. I think with the accrual method I am caught up in terms of federal payments I did not owe any money yesterday which is awesome. This has literally been causing so much stress and paralysis for all these years. I don't move forward with lots of things like looking for a better job because I think first I need to take care of taxes. It's a huge thing in my life and it's amazing to be less terrified and I might even finish it in the near future which is just astonishing. I can't begin to tell you how grateful I am that you picked up the phone 6 months ago and how much help you've given me since then. I was really terrified and I didn't know what to do about the mismatch in 1099 timing it wasn't at all clear how to handle that? Every time I think about this I am infinitely grateful for the amazing luck of catching you that day on tax day! And getting invaluable help. Do you know how [muffed up] I would have been? I was literally going to mismatch the numbers from my 1099s in order to do an accrual without knowing of the concept of adjustments... Thanks for continuing to look out for me You're awesome. By "this" I mean the infinite stress that this messed up tax situation has been for me for like 7 years. Maybe I've mentioned that before but I feel very strongly :-) Hope you're doing well."
- Karen S. - Consultant "Digital Nomad"
"Steve, First of all, I wanted to let you know that I put your check in the mail this morning. Regarding our tax return, as usual, you did a great job and we feel lucky to have you as our tax person."
- Pete & Maria D. - Property Management & In Retirement
"Stephen Jordan is a brilliant tax accountant. We’ve used his services for well over 25 years. Give him a try and you will not be disappointed. "
- "Stephen Jordan has been doing my taxes for over 20 years. Give him a call. You will not regret it. He’s prompt and extremely smart in all categories of the tax code."
  - Stephen & Maureen F. - Facilities Management Mechanic & Retail Service
"Superb Accountant used for two decades!! Efficient, professional, courteous, honest and highly intelligent are words that best describe Mr Jordan."
- Ralph M. - Fitness Equipment Repair Entrepreneur
"Stephen is VERY responsive, knowledgeable, efficient and an all around great guy. We have been using his services for years and will definitely continue to do so."
- Claire M. - Faith Based Writer/Author
"Hi Mr. Jordan, Thank you for your diligence on preparing my returns. I'll await the final copies. All digital signatures are completed. You sir, are an All American!"
- Brooke L. - IT Security
"Much appreciate your outstanding operation!"
- Brad D. - Consultant
"I am now even with the IRS! Thank you for your help."
- Paul L. - Band Conductor

Famous Judge Learned Hand Quote

Famous Judge Learned Hand Quote

“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one's taxes. Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands.”

~ Judge Learned Hand
(1872-1961), Judge, US Court of Appeals
in the case of Gregory v. Helvering 69 F.2d 809, 810 (2d Cir. 1934), aff'd, 293 US 465, 55 S.Ct. 266, 79 L.Ed. 596 (1935)

accountant • tax services • consulting

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Famous Judge Learned Hand Quote

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