Please click on any of the following links to learn more about each one of the services we offer.

Tax Services

Roughly half of our practice is concentrated in providing tax planning and compliance services. Quite simply, our goal is to provide tax planning services that will allow you to enjoy substantial tax savings in excess of our fees. That's why we take a proactive approach in providing tax services and take pains to inform you of all significant tax planning opportunities.

Our tax services include:

• Analysis, planning and consulting to minimize federal, state and local taxes
• Preparing and reviewing tax returns for individuals, estates, trusts, not-for-profit organizations, and all forms of business entities
• Preparing tax returns for trust and estate accounts for financial institutions
• Representing clients in dealing with the Internal Revenue Service and other tax authorities
• International tax consulting and planning

We have extensive experience through many members of our staff in providing sophisticated tax services to businesses and individuals. We believe we have experience, education and professional interest in the tax area that far exceeds the other firms in our market area. Why not put the best to work for you?

Financial Reporting Services and Auditing

We have considerable experience in providing audit and accounting services to clients in diverse industries. We pay particular attention to continuity in assigning professionals to engagements, an effort our clients appreciate.

• Our wide range of financial reporting and management services include:
• Performing financial statement audits, reviews and compilations
• Preparing financial budgets and projections
• Designing accounting systems and procedures
• Evaluating and establishing internal control systems
• Bookkeeping
• Assisting businesses with temporary/seasonal accounting staff needs
• Monitoring asset-based lending programs for financial institutions

Jordan, Abella & Company is a member of the Private Companies Practice Section of the American Institute of Certified Public Accountants, having successfully completed Peer reviews. (A Peer review consists of another independent public accounting firm reviewing our work products and procedures to ensure they meet the standards established by the American Institute of Certified Public Accountants.)

As a member of the Private Companies Practice Section, we are required to perform an annual inspection of our audit and review engagements. Successfully completing the Peer review indicates that our services are of the highest quality. Contact us to learn more.

Employee Benefits

We have considerable experience in assisting clients in selecting and establishing their retirement plans. These services include:

• Designing, administering and consulting for 401(k), profit sharing and pension plans; cafeteria, medical reimbursement and dependent care plans; and executive compensation plans
• Regulatory compliance reviews
• Plan cost comparison studies

We perform these services for clients of varying size, ranging from a sole proprietor to large corporations. Because of our involvement with our clients in other service areas, we believe we're in the best position to deliver cost-effective retirement plan services to our clients.

From our point of view, it's not just about selecting plans for our clients. It's also providing valuable retirement plan consulting when you need it most. Give us a call to learn more.

Estate and Financial Planning

Although we have informally provided personal financial planning services for our clients for years, we have recently begun to formalize this area of our practice. Our primary services include retirement planning, estate planning, tax planning, investment planning and insurance needs assessment.

We also perform segmented planning in the areas of budgeting, debt management and cash flow management. Because we do not accept commissions or referral fees, we are able to offer these services without compromising our objectivity in any way.

Other Business Services

The fact is that Jordan Abella & Company offers a wide range of services to support your business and financial goals, and some of them just don't neatly fit into the other categories:

• Mergers and acquisition consulting
  - Tax planning
  - Financial and valuation analysis
  - Asset and liability verification
  - Due diligence
• Creating strategic business plans
• Consulting to medical practices, law firms, and other professional firms
• Expert witness and litigation consulting and analysis
• Business succession planning
• Accounting and financial personnel recruiting