Business Details
Your Trusted Accounting Partner in Pocatello, ID
Jordan & Co Chartered Cpas is a full-service accounting firm licensed in Idaho, dedicated to providing comprehensive financial solutions for business owners, executives, and independent professionals. With decades of combined experience, our team of certified professionals specializes in tax planning, financial consulting, and business advisory services. We prioritize personalized client relationships, ensuring tailored strategies that align with individual and organizational goals. Our expertise in QuickBooks software streamlines accounting processes for small to mid-sized businesses, enhancing efficiency and compliance. Committed to transparency and ethical standards, we deliver actionable insights to optimize financial outcomes.Our services span personal financial planning, estate management, business valuation, and strategic tax preparation, addressing both immediate needs and long-term objectives. Located in Pocatello, we serve local and regional clients with a focus on affordability, accuracy, and exceptional service. By combining technical proficiency with a client-centric approach, we empower clients to navigate complex financial landscapes confidently. Our dedication to continuous education ensures alignment with evolving industry regulations and best practices. Jordan & Co Chartered Cpas stands as a trusted partner for individuals and businesses seeking reliable, forward-thinking financial expertise.
Services
Tax Preparation
Financial Planning
QuickBooks Setup
Business Valuation
Payroll Services
Highlights and features
- We offer decades of combined experience in accounting and tax advisory services.
- Our team provides personalized QuickBooks setup and training tailored to business needs.
- We deliver strategic tax planning to minimize liabilities and maximize savings.
- Our client-centric approach ensures transparent communication and customized solutions.
- We specialize in estate planning and financial strategies for long-term wealth preservation.
What people say
Exceptional tax expertise
QuickBooks training excellence
Personalized financial strategies
Reliable year-round support
Detailed estate planning
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing for individuals and businesses. We specialize in minimizing liabilities through strategic deductions and credits while maintaining compliance with federal and state regulations. Clients receive personalized guidance to navigate complex tax scenarios.
Financial Planning
We create customized financial plans to help clients achieve retirement goals, fund education, and build generational wealth. Services include risk assessment, investment strategies, and estate planning to secure long-term financial stability tailored to individual circumstances.
QuickBooks Setup
Our experts configure QuickBooks to match business workflows, ensuring seamless accounting operations. We handle chart of accounts creation, data migration, and staff training to optimize software use for small businesses transitioning from manual systems or seeking improved efficiency.
Business Valuation
We provide precise business valuations for mergers, acquisitions, or succession planning. Our analysis considers financial health, market position, and growth potential to deliver defensible valuations supporting strategic decision-making and transaction readiness.
Payroll Services
Our payroll solutions handle tax calculations, direct deposits, and compliance reporting. We ensure accurate employee payments and regulatory adherence while integrating with accounting systems to streamline financial operations for businesses of all sizes.
People
Angela T. Sleight
CPA/PFS, CFP
Angela brings over 20 years of expertise in financial planning and tax strategy, specializing in comprehensive wealth management solutions for high-net-worth individuals and businesses.
Tracey D. Corta
CPA
Tracey specializes in small business accounting and QuickBooks optimization, with a decade of experience streamlining financial operations for local enterprises in Pocatello and surrounding areas.
Andrew R. Smart
CPA/PFS
Andrew focuses on estate planning and business valuation, offering strategic guidance to ensure tax-efficient wealth transfer and succession planning for business owners and families.
Julie Ravsten
CPA
Julie provides expert tax compliance services and financial consulting, helping clients navigate complex regulatory requirements while optimizing their financial performance.
Suzanne Bergstrom
CPA
Suzanne specializes in nonprofit organization accounting and grant management, ensuring compliance with funding requirements and maximizing financial sustainability for community-focused entities.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, QuickBooks setup/training, financial reporting, and tax compliance services tailored to small business needs.
Do you specialize in QuickBooks support?
Yes, we offer QuickBooks setup, data migration, staff training, and troubleshooting services to optimize accounting efficiency.
How can you help with estate planning?
We develop customized estate plans to minimize taxes, avoid probate, and ensure smooth asset transfer while protecting family interests.
What tax preparation services do you provide?
We handle individual, business, and nonprofit tax returns with strategic planning to maximize deductions and ensure compliance.
Are you available for year-round financial consulting?
Yes, we offer ongoing advisory services for budgeting, cash flow management, and strategic business decisions throughout the year.
