Arlington Heights, Illinois · Est. 1985
Jordan & Associates helps Arlington Heights families and Northwest suburban business owners move forward with confidence — through proactive tax planning, year-round advisory, and the kind of guidance that comes from knowing your community.
Section One
We aren't a national firm with an Arlington Heights office. We're an Arlington Heights firm — built here, raised here, and woven into the neighborhoods, businesses, and families that make this place feel like home.
Financial advice works best when it's built on relationships, not transactions. That's why our clients stay with us for years — often across generations — and why they introduce us to their families, their teams, and their friends over coffee on Vail Avenue.
Locally owned
Independent, privately held, and accountable to our community — not a national parent.
Relationship first
Most of our clients have been with us for more than a decade.
Always reachable
Real people who pick up the phone — year-round, not just in tax season.
Quietly diligent
Detail-oriented work delivered without drama or surprises.
Section Two
Local experts. Trusted advisors. The people helping Arlington Heights families and businesses move forward — and the reason so many of our clients say it feels less like hiring an accountant, and more like calling a friend who happens to be a CPA.
President & Managing Executive
Specialization
Education
DePaul University — Accounting and Finance
“I want my clients to sleep peacefully at night, knowing that Jordan & Associates is there to help them accomplish their business and personal financial goals.”
Certified Public Accountant
Specialization
Education
The University of Illinois at Urbana-Champaign — Bachelor of Science in Accountancy
“I help entrepreneurs choose the right business structure and guide them through the tax decisions that shape their long-term success.”
Certified Public Accountant
Specialization
“Good advice happens in conversation. My job is to make sure our clients always have someone to call before a decision — not after.”
Accountant & Office Manager
Specialization
“I want every client who walks through our door to feel heard, organized, and a little lighter than when they came in.”
Accountant
Specialization
“Clean books are the quietest superpower a small business can have. I love helping owners get there.”
Maria · Janet · Joanna
Specialization
“Together our support team brings nearly 40 years of combined experience — friendly, detail-oriented, and quick to respond.”
Section Three
The return is only the beginning. The real value comes from helping clients make better decisions throughout the year — calmly, deliberately, and with someone who knows the whole picture.
Decisions made in October shape the return filed in April. We meet you before, not after.
From entity selection to growth-stage decisions, we sit beside owners as a thinking partner.
Returns prepared with planning baked in — never a one-and-done seasonal handoff.
A relationship measured in years and chapters, not invoices and engagements.
Section Four
We work alongside the kind of businesses that make the Northwest suburbs feel like the Northwest suburbs — second-generation family shops, professional practices, and entrepreneurs building something they hope to keep for a long time.
Who we serve
What you can expect
Section Five
Trust is built quietly — in the small moments between tax seasons, in the calls returned on a Tuesday afternoon, in the questions answered before they become problems.
Phone calls returned the same day. Emails answered by a human you've actually met.
Decades of CPA experience applied calmly, with judgment honed by thousands of returns.
We've seen the cycles, the surprises, and the IRS letters. Very little catches us off guard.
Many of our clients are clients because their parents were clients. We take that seriously.
We know the businesses on the next block — and the school districts your kids attend.
Every engagement is staffed by a partner. You're never just an account number.
Section Six
Approachable. Organized. Year-round. Most of all, calm — because the best financial advice rarely happens in a rush.
Start the conversation01
We start with a no-pressure conversation in our Arlington Heights office — or over a phone call if that's easier.
02
We organize what you already have and ask for what we still need. No paperwork avalanches.
03
An encrypted client portal makes year-round sharing simple — from W-2s to QuickBooks files.
04
We reach out before the calendar forces it: mid-year reviews, quarterly nudges, planning conversations.
05
When something unexpected happens, you call us first. Not Google. Not a chatbot.
06
We zoom out regularly so the day-to-day decisions stay aligned with where you want to be in 5 and 10 years.
Section Seven
From downtown Arlington Heights to Lake Arlington, from the Metropolis stage to the Arlington Park grounds — this village is more than a service area to us. It's our context, our community, and the reason our advice tends to feel personal.
The brick storefronts, the planters, the Saturday morning farmer's market — the part of town that feels most like home.
Quiet walking loops, weekend kayaks, and the kind of suburban park that reminds you why people stay here for life.
A cultural anchor downtown — the kind of institution a community shows up for.
Generations of memories on those grounds — and the next chapter of the village still being written.
Where the village's story is preserved — a reminder that good things compound when they're cared for.
The restaurants, the patios, the small businesses we know by name — and many we're proud to call clients.
Let's begin
Whether you're filing your first return as a business owner, planning the next chapter of a family company, or simply looking for a CPA who picks up the phone — we'd love to meet.
Relationships first. Financial confidence always.
