RJ
Richard J. Jordan, CPA
President & Managing Executive
Business & financial planning · Business valuation & litigation
DePaul University — Accounting & Finance
Arlington Heights · Northwest Chicago Suburbs
Trusted tax, accounting & advisory guidance for Northwest Chicago business owners.
For more than 30 years, business owners, families, and entrepreneurs across Arlington Heights have turned to Jordan & Associates for clear-headed financial guidance and year-round advisory support — not just a tax return.
Trusted across the Northwest suburbs by
Family-Owned BusinessesEntrepreneursProfessional PracticesReal Estate OwnersTrades & ConstructionIndividuals & Families
The shift we help you make
From financial uncertainty to confidence and clarity.
Most business owners didn’t start their company to wrestle with tax surprises, cash-flow anxiety, or stacks of unreconciled records. Our job is to put a steady, experienced advisor between you and all of that — so you can focus on building something that lasts.
From
Tax surprises every spring
To
Year-round planning so April holds no surprises
From
Bookkeeping that feels behind
To
Clean, current books you can actually rely on
From
Reactive, last-minute decisions
To
Proactive guidance from a partner who knows you
From
Growth without financial clarity
To
Real numbers, real reporting, real direction
Beyond Tax Season
Your business doesn’t pause in April. Neither do we.
We’re not a once-a-year tax shop. Jordan & Associates stays engaged with you across all four quarters — planning, reviewing, advising, and preparing — so the big financial moments arrive expected, never surprising.
Q1
Tax filings & strategy
Returns prepared with the year ahead already in mind.
Q2
Mid-year planning
Adjust withholdings, estimates, and entity structure proactively.
Q3
Cash flow & growth review
Numbers reviewed in context of the business you’re building.
Q4
Year-end tax positioning
Decisions made in November — not surprises found in March.
Who we help
Built around the people behind every business.
Every relationship starts with a conversation about you — what you’re building, what’s in the way, and what better looks like. Then we tailor the work around it.
Business Owners
Today
Growth without a financial co-pilot.
With us
A trusted advisor who knows the business as well as you do.
Family-Owned Businesses
Today
Mixing personal and business finances.
With us
Clean structure, smart succession, and decisions across generations.
Entrepreneurs
Today
New venture, no financial playbook.
With us
Entity setup, books, and tax strategy done right from day one.
Professionals
Today
High income, no proactive planning.
With us
Strategic tax positioning and long-term wealth alignment.
Individuals & Families
Today
Tax filings that feel impersonal.
With us
A relationship-driven CPA who sees the whole picture.
Businesses Facing Tax Complexity
Today
IRS notices, audits, or multi-state issues.
With us
Experienced representation and a clear path forward.
Serving Arlington Heights since the 1990s
Our story
Trusted by Arlington Heights businesses for more than 30 years.
Jordan & Associates, LTD., based in Arlington Heights, Illinois, provides a full range of accounting, bookkeeping, consulting, payroll, and business advisory services. For three decades, we’ve helped local business owners and families build financial confidence — one relationship at a time.
30+
Years of service
4 Gen.
Family businesses guided
NW Suburbs
Deeply rooted locally
“I want my clients to sleep peacefully at night, knowing that Jordan and Associates is there to help them accomplish their business and personal financial goals.”
What we do
Every service framed around the outcome your business needs.
Compliance is the baseline. The real work is helping you make better decisions — with cleaner information, a clearer plan, and a partner who’s thinking ahead with you.
Tax Planning & Preparation
Fewer surprises. Smarter timing. Lower lifetime tax.
Strategic tax planning for businesses, owners, and families — built into every quarter, not just the spring rush.
Business Advisory
A trusted partner across every major business decision.
Entity selection, strategic planning, profitability reviews, and the operational guidance owners actually need.
Accounting Services
Clean numbers you can build a business on.
Full-service accounting tailored to your operation — in our office or in yours, traditional or fully cloud-based.
Bookkeeping
Confidence in the day-to-day, every month.
Accurate categorization, reconciliations, and QuickBooks Online support that keeps your books current and decision-ready.
Payroll Services
Payroll that simply works — on time, every time.
Setup, processing, filings, and proactive oversight so payroll stops being something you have to think about.
IRS Representation
A steady, experienced voice when it matters most.
Audit response, notices, installment agreements, and the calm representation that comes from decades of experience.
Business Valuation
Know what your business is worth — and what it could be.
Defensible valuations for transactions, litigation, succession, and strategic decisions across the business’s life cycle.
Financial Planning
A clear path from where you are to where you’re going.
Trust and estate considerations, wealth alignment, and the long-term planning that ties business and personal goals together.
Why business owners choose us
The reasons clients stay for decades.
Responsiveness
Real people who answer the phone and call you back the same day — not next week.
Experience
Three decades of seasoned CPA judgment on tax, business, and complex situations.
Local Expertise
We know Northwest Illinois — the businesses, the industries, and the communities that shape them.
Trusted Relationships
Many of our clients have been with us for 10, 20, or 30 years. That’s the bar we hold ourselves to.
Business Understanding
We’ve sat across the table from family businesses, professionals, and entrepreneurs of every size.
Practical Guidance
Plain English, actionable next steps, and advice you can actually use Monday morning.
Meet the team
Real people helping local businesses succeed.
Behind every relationship is a senior CPA, an experienced accountant, and a support team that knows your business by name. This is who you’ll actually work with.
AH
Alexander Hilt, CPA
Certified Public Accountant
Tax preparation, business consulting & client advisory
DD
Douglas B. Drebes, CPA
Certified Public Accountant
Taxation, accounting & business entity selection
University of Illinois Urbana-Champaign — B.S. Accountancy
JV
Joanna Villagrana
Accountant & Office Manager
Individual income taxes · IRS & IL Dept. of Revenue installment agreements · Business incorporations
MV
Maria Villagrana
Accountant
QuickBooks Online Advisor & Training · Sales tax & bookkeeping
CS
Client Support Team
Maria · Janet · Joanna
Nearly 40 combined years in accounting — payroll, QuickBooks, reconciliations, and personal attention to every client.
Arlington Heights · Northwest suburbs
We understand the businesses and families of this community.
From Rand Road to Northwest Highway, from family restaurants to professional practices to multi-generation trades — we’ve walked alongside the people who built this corner of Illinois. Our roots are here. So is our future.
Arlington Heights
Palatine
Mount Prospect
Buffalo Grove
Schaumburg
Rolling Meadows
“They didn’t just file our taxes — they helped us think differently about our business. Twelve years in, they’re the first call I make on any big decision.”
A Northwest suburbs family business · Client since 2012
Trusted guidance. Smarter decisions. Stronger businesses.
Start with a no-pressure conversation. We’ll listen to where you are, share what we see, and outline how we’d help — whether you’re a brand new entrepreneur or a 30-year business owner ready for a real advisor.
Visit our Arlington Heights office
1618 E Rand Road, Arlington Heights, Illinois 60004
Call us directly
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