Updated:
← Back to Top 8 Bookkeepers Elsewhere in New Mexico (2026)Jordan CPA, P.C.
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA firm permit active · NM firm permit 10389 · New Mexico Public Accountancy Board (RLD public licence search)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
Who they say they serve: restaurants, real estate, auto repair (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 3 of 5 core services; CPA license verified with the state board; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Jordan CPA, P.C. | home page | |
| Website | https://www.tjordancpa.com/ | home page | |
| Office locality | Santa Fe, NM | home page | |
| Phone | +15054732662 | home page | |
| Offers bookkeeping | Documented: ...stay on track, and maintain your peace of mind . O U R S E R V I C E S Accounting & Bookkeeping Let us assist you with the behind-the-scenes financial aspect of your business.... | home page | |
| AP / AR | Documented: ...of services that include, but are not limited to the following: Account reconciliations Accounts payable/receivable Budgeting Financial statement preparation and compilation... | /services | 4 pts (max 4) |
| Payroll coordination | Documented: ...functions such as performing monthly bank and credit card reconciliations, to payroll administration, financial statement preparation, CRS and other sales tax return... | /about | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...as performing monthly bank and credit card reconciliations, to payroll administration, financial statement preparation, CRS and other sales tax return reporting, and payroll and... | /about | 6 pts (max 6) |
| Industries served (documented) | restaurants, real estate, auto repair | /services | 5 pts (max 5) |
| Software supported | QuickBooks | /about | 5 pts (max 5) |
| Active CPA firm or individual license (state board) | CPA firm permit active · NM firm permit 10389 · New Mexico Public Accountancy Board (RLD public licence search) | State accountancy board Third-party Sep 26, 2026 expires Jun 30, 2027 | 8 pts (max 8) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Tobie Jordan · CPA (self-reported to the IRS, not a state license) · business name on the record: Jordan, CPA, P.C | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /private-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 5 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: New Mexico Public Accountancy Board license search and business registry search.
- Active CPA firm or individual license (state board): New Mexico lists an ACTIVE CPA firm permit (Active) under this name, expiring 2027-06-30. It does not prove service quality.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Tobie Jordan under the business name 'Jordan, CPA, P.C' in Santa Fe, NM. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 23 evidenced items come from Jordan CPA, P.C.'s own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.