Tax Rescue

ed spouse"/"innocent spouse" protection, §6015(f) "Equitable Relief"
* COMPREHENSIVE Accountant: We offer a wide array of accounting services, including bookkeeping, tax preparation, financial reporting, networking with ADP® and/or Paychex® payroll processing, and more. Our team comprises skilled professionals with expertise in various accounting software and a strong understanding of US GAAP and IRS tax regulations.
* Scalable Solutions: Whether your company requires assistance during peak seasons or ongoing support, our scalable solutions can be customized to meet your specific needs. This flexibility ensures that you have the necessary resources without the burden of maintaining a large in-house team year-round.
* Quality Assurance: Quality is our utmost priority. We have stringent quality control measures in place to ensure accuracy and compliance with industry standards. Our dedicated quality assurance maintains the highest standards of service delivery by way of regular QA reviews.
* Cost Savings: Using Stephen B Jordan, EA can significantly reduce operational costs for your company. Our competitive pricing models allow you to optimize resources while delivering superior value to your customers.
* Data Security and Confidentiality: We understand the importance of safeguarding sensitive financial information. Our robust data security protocols ensure confidentiality, adhering to international standards and regulations.
* Client Satisfaction: Our goal is to contribute to your company’s success by delivering services that enhance your customers' satisfaction. We aim to become an extension of your office, seamlessly integrating with your workflow and maintaining open communication channels.
▪︎ Educated/Experienced Accountant
▪︎ Sharp analytical mind with excellent problem-solving abilities and proven accounting skills.
▪︎ Outstanding communicator and dependable individual who has 40 years' accounting, audit, tax experience.
▪︎ Responsible and smart worker with a consistent track record for delivering accurate and timely reports and tax returns...
▪︎ Are you self-employed or a small Biz owner? Give us a call... we help small Biz get organized and stay in compliance with tax laws... you will save money.
▪︎ We've defended people from the IRS for over 35 years...
▪︎ Never put off to tomorrow, what you can do today.
▪︎ Calmness. Factual data. A plan. Balance. Leave the panic at the curb. This is our advice in tough economic times.
▪︎ Stay Calm.
○ Tax prep fee includes tax and financial planning consultation with an Enrolled Agent, THE Tax Professional. Actual fee depends upon the expertise and work required for your situation and your degree of organization. All qualifying returns will be filed electronically at no extra cost. No return will be filed or released until full payment is received and proper e-file forms are signed and "in our hands" and that's the IRS' rule.
▪︎ We can help you search for legal tax deductions and credits to make sure you receive maximum tax savings allowed by law.
▪︎ Choose your tax preparer wisely. Don't let DIY errors cost you money.
▪︎ EITC - Get it, and get it right (meaningful dollars for eligible workers)
● EITC includes workers who:
○ Live in rural areas
○ Are self-employed or have income from a farm or business
○ Are disabled
○ Have no qualifying child
○ Are not proficient in English
○ Are older (grandparents)
○ Have no filing requirement
○ Are recently divorced, have reduced income, are unemployed, or are experiencing other changes to their marital, financial, or parental status
▪︎ Your Personal/Small Biz Accountant since 1987. Open year-round.
▪︎ File before March 25th - Get an Early Bird discount fee!
▪︎ Americans pay the taxes they owe, but not more...
▪︎ Most of all, we do care about your results... We're here to do whatever is in our clients' best interest...
▪︎ The earlier preparations are made, the better off the taxpayer will be. Although employers have until January 31 to provide workers with W-2 forms, there are many other preparations that can be made ahead of time. Taxpayers should begin to review the past year and see if they have made any major changes that could affect taxes. New jobs, marriage, children, and education are among the many changes that could lead to potential tax savings.
▪︎ Steve says: "The sooner a tax return is filed, the sooner a refund will be issued. Now is the time to begin gathering W-2 forms and other papers and consider bringing them to a professional tax preparer such as an Enrolled Agent."
▪︎ Foreign FBAR (FinCEN Form 114 - Report of Foreign Bank and Financial Accounts) mandatory reporting if aggregate foreign accounts over $10K) FBAR due April 15th
▪︎ Form 8938 (Statement of Specified Foreign Financial Assets) mandatory reporting if aggregate foreign accounts over $50K) Form 8938 due April 15th w/ 1040...
▪︎ Year-round tax consulting planning...
▪︎ We are social, reach out to us...
▪︎ Haven't Filed in a While? - We can Help!
▪︎ Present or Past Due Returns - Our Specialty!
▪︎ Anyone off the EZ-form ($100K income), should see an Accountant who knows the loopholes! Your tax savings will be money in the bank!
--------------------------------------------------------
■ work experience:
□ Peat Marwick KPMG (1982-1985) Sr Auditor, Computer Processing Specialist
□ Wolf Company CPA's (1985-1986) Audit Supervisor, Certified Information Systems Auditor (CISA®), Computer Processing Specialist, EDP Controls auditor
□ General Cinema Corp (1986-1987) Sr Internal Auditor/Technical Writer
□ Comprehensive Accounting Corp (1987-1991) Affiliate/Accountant
□ Stephen B. Jordan, EA (1987 - present)
accountant • tax • consulting
○ established 1987
□ Bentley Low Income Tax Clinic (2010 - 2013) Volunteer/Pro-Bono/IRS Tax Pro
□ NH Low Income Tax Program (2011 - 2017) Volunteer/Pro-Bono/IRS Tax Pro
□ Tax Defense Network ™ is a MoneySolver ™ company (2014 - present) Referral Partner
□ Lorman Educational Services (2014 - present) Speaker, Author, Writer
□ Clear Law Institute (2019 - present) Speaker, Author, Writer
□ Intuit TurboTax (2019 - 2020) Seasonal Tax Expert in Remote
■ Service Partners:
□ Ms. Karen S. DiGregorio /dba Blink Services, LLC
• QuickBooks® On-Line Expert
• (603) 785-0465
• blink-services.com/
• [email protected]
□ Tax Defense Network ™ is a MoneySolver ™ company
• For fastest resolution, call us 24/7 at (877) 588-1098
• taxdefensenetwork.com
□ Lizotte Bookkeeping Services for the Small Business.
• QuickBooks® expert.
• Mark Lizotte, MBA\MTAX\MAcc
• (978) 891-7004
• lizottebookkeeping.com
• [email protected]
"Helping my clients keep more of what they earn."
□ Ms. Elly Wrenn \dba Mobile Bookkeeping (freelance QuickBooks® expert)
• (603) 305-6909
• [email protected]
□ ADP® Human Resources Services
• ADP® District Manager - Human Resources Services
• Contact ADP® - Talk to Sales — (855) 334- 9419
• ADP® Help Desk (844) 227-5237
• 24/7 Client Service: (866) 989-0196
• option 1 is Payroll
• option 7 is Service
• adp.com/
• linkedin.com/company/adp/
• twitter.com/ADP
• facebook.com/AutomaticDataProcessing
• youtube.com/user/adp
□ PAYCHEX® Tax Accounting Services Partner
• Craig Proulx, PayChex® Rep
• (603) 231-0603
• [email protected]
○ Home office location:
Stephen B. Jordan, EA
30 Mountain Village Rd
Windham, NH 03087
mobile: (603) 508-0124 fax: (603) 893-9336
stephenbjordan.com
● We have a floor for basic consumer protection and fairness.
● 3-A's - Accurate, Accountability, Affordable!
● Budget considerations:
○ Individual - 1040 rates:
Simple. $225. Moderate. $300
Complex. $500
+ State(s) $ 50 (We do ALL 50 states)
▪︎ Corporation - rates start @ $750.
▪︎ S-Corp's (K-1's) due March 15th
▪︎ P-Ship's (K-1's) due March 15th
▪︎ C-Corp's due April 15th
▪︎ IRS Form 2290 (Heavy Vehicle Use Tax) online filing
+ IRS Form 2290 due date for Heavy Vehicle Use Taxes (HVUT) is on August 31st of every year. This applies to tax year 2023-2024, which runs from July 1, 2023, to June 30, 2024.
○ FREE e-filing
○ Kids/Students FREE
○ Senior discounts
• specifying company’s accounting policy & accounting model
• prep of individual chart of accounts according to the specific business activity
• professional bookkeeping of all primary accountancy documents using QuickBooks® and/or Microsoft® Excel® spreadsheet
• prep of monthly financial reports, trial balances & various spreadsheets according to client’s needs
• prep monthly sales tax returns
• depreciation (amortization) of fixed tangible and intangible assets
• handling of various tax payments
• prep of corporate income tax returns
• annual closing of accounts, drawing balance sheets, income statements, cash flow, statement of shareholder equity (basis), and all related docs
• after-the-fact payroll
• Foreign FBAR mandatory reporting, FinCEN - Form 114, Form 8938 (1040)
• Business plans & Cashflow projections
• QuickBooks® consulting/data processing (review files)
• P&L write-up
Prepare tax returns:
• Federal & All 50 states
• 1040 | 1120 | 1120-S | 1065 |1041 | 706 | 709 | 990
• Individual/Sole Prop/LLC
• S-Corp
• C-Corp
• Tax Exempt
• Trust, Gift & Estate
• Partnership
• past due returns our specialty
> Tax resolution skills IRS & DOR/past due returns our specialty
• Collection due process
• Relief from Joint & Several Liability-IRC §6015
"Innocent Spouse"-one who signs a return without knowledge or benefit of the income omitted from the joint return. "Injured Spouse"-involves an event before the marriage such as delinquent child support, back taxes or student loans.
• Installment Agreement (affordable monthly payment plan)
• Offers in Compromise (OIC) Reasonable collection potential (RCP). We do legitimate offers!
• We're here to do whatever is in our client's best interest.
• Call us your TAXPAYER ADVOCATES
• Disclosure: Accounting services provided by this firm do not require a state license.
● QuickBooks® consulting (review files) for Growing Businesses. The fastest, easiest way to manage your business. #1 Best Seller.
● Tax return preparation, planning - Federal, (We do ALL 50 states)
● 1040 | 1120 | 1120-S | 1065 | 1041 | 706 | 709 | 990
● Past due returns our specialty!
● Tax resolution skills (IRS + DOR problems/back taxes/Collection-due-process)
● Open Year-Round
● Call or email for an initial FREE consultation
● We accept: Cash/CashApp/Check/Discover/MasterCard/Venmo/Visa
● We can help you:
○ Be informed of your federal tax rights, responsibilities
○ Receive the money you may be owed by the IRS
○ Create a long-term plan for future success...
○ Prepare personal financial statements
○ Get answers to your tax questions -- Quickly!
● 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, required to satisfactorily complete Continuing Professional Education in the field of Taxation and Ethics at a minimum of 30 hours per year. "Steve" follows a rigorous post-graduate training schedule, taking a minimum of 40 hours per year in continuing education.
▪︎ 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, tax planning advice
○ 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) (affiliate)
○ National Association of Enrolled Agents (NAEA)
○ National Association of Tax Professionals (NATP)
○ Northern New England Society of Enrolled Agents (NNESEA)
▪︎ Yes! Put a tax expert on your side.
▪︎ Pursuant to IRS Circular 230, this correspondence is a lawful solicitation by a practitioner eligible to practice before the IRS.
▪︎ 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, and Estates) before the Internal Revenue Service.
> Defend yourself with cutting edge tax knowledge and the shield of confidence provided by an Enrolled Agent. You would not go into battle without a weapon, or court without a lawyer. Don't try to negotiate successfully with the IRS without and Enrolled Agent (EA) to represent you. EA's are admitted to represent you before the IRS. Call us your "TAXPAYER ADVOCATES!"

Our service is not over when your crisis is over. As tax specialists, we can prepare your prior and present year returns; keeping you current, to avoid a similar occurrence in the future. We will prepare financial statements and help you set realistic goals for repayment. We help create a long-term plan for future success. Our "Price Guarantee" assures clients that the price that is quoted to them is the actual best price and that there are no surprises, no upselling and no hidden fees. Give Us a Call (603) 508-0124

Taxpayer Representation Pricing
Bronze
$150 Levy Release
Flat fee will STOP your Wage Garnishment (if "financial hardship" exists) in as little as 4 business days. Our flat fee includes your tax case consultation and representing you as Power of Attorney (POA) before the IRS. Silver
$500 Full Service
If your tax debt is less than $50,000 our flat fee to represent you as Power of Attorney (POA) before the IRS is $500. The fee includes Levy and/or Wage Garnishment release (if financial hardship" exists), potential penalty abatement, Innocent Spouse Relief, Installment Agreement, Offer-in-Compromise (OIC) and/or having you listed as Currently Not Collectible (CNC) by the IRS. Gold
$1,000 Full Service
If your tax debt is more than $50,000 our flat fee to represent you as Power of Attorney (POA) before the IRS is $1,000. The fee includes Levy and/or Wage Garnishment release (if "financial hardship" exists), potential Penalty Abatement, Innocent Spouse Relief, Installment Agreement, Offer-in-Compromise (OIC) and/or having you listed as Currently Not Collectible (CNC) by the IRS. Platinum
Fee will be determined after we complete a tax debt analysis of your case. If your tax debt is more than $1,000,000 our flat fee to represent you as Power of Attorney (POA) before the IRS will be determined after we complete your tax debt analysis. The fee will include Levy and/or Wage Garnishment removal (if "financial hardship" exists), potential Penalty Abatement, Innocent Spouse Relief, Installment Agreement, Offer-in-Compromise (OIC) and/or having you listed as Currently Not Collectible (CNC) by the IRS. To obtain a permanent reduction in your tax debt, it's not enough to show the IRS that you can't pay your tax bill. You must also prove you've exhausted all of your financial resources and have little hope of raising money in the future.
★ Haven't Filed in a While?
★ Owe Money to the IRS?
★ Now What?
★ We Can Help You!
★ We do legitimate offers! We can help you with the following:
• Settle your tax debt with the IRS for your "reasonable collection potential" (RCP).
• Handle all negotiations with the IRS for you.
• Protect your paycheck and assets from the IRS.
• Negotiate an affordable monthly payment plan to the IRS.
• Prepare & file past due returns. Offer in Compromise Pre-Qualifier online tool. http://irs.treasury.gov/oic_pre_qualifier/
This online tool can be used to determine if a taxpayer is eligible for an Offer in Compromise (OIC). If the taxpayer is eligible for an OIC they must still complete and submit a Form 656 and a Collection Information Statement (Form 433-A). The tool brings the user (the practitioner or the taxpayer) through six steps:
1. Status: This step contains questions to determine the taxpayer’s eligibility for an OIC.
2. Basic info: This step contains questions regarding the taxpayer’s location and their tax debt.
3. Assets: This step contains questions regarding the taxpayer’s assets (FMV and any encumbrances).
4. Income: This step contains questions regarding gross wages, net business and rental income, and other sources of income.
5. Expenses: This step requests information regarding the taxpayer’s necessary living expenses. The tool will consider the local allowable expense criteria for the taxpayer.
6. Proposal: In this step the tool will suggest a starting point for the offer amount representing the sum of asset equity and present value of future income. The taxpayer or their authorized representative should use the results from the OIC Pre-Qualifier to complete the required forms in the OIC booklet. If the suggested amount cannot be offered, a lower amount could be justified if the taxpayer has qualifying exceptional circumstances (Section 3 of Form 656).