Jordan Kleinsmith

Jordan Kleinsmith

Jordan has been with Thomson Reuters since October of 2006. He currently serves on the product management team and is responsible for the company's tax compliance products. Jordan’s prior experience within the organization includes several years in technical support—serving as product lead for both UltraTax CS, e-file and training both staff and customers—in addition to time spent in sales. In his spare time, Jordan enjoys spending time with his wife, Christine, and two young daughters, Helen and Sophie, and continues to prepare tax returns for friends and family to maintain perspective on the challenges facing tax practitioners.

Back to Blog

Trump’s Changes to the Tax Code Could Spell Big Changes for Professional Tax Preparers

As of the time of this writing, the Trump Administration has released a high-level plan for significant changes to the U.S. Tax Code – ones which, if effected, could translate into significant changes to the work performed by professional tax preparers. The seven key tenets to the plan are as follows: Reducing the seven marginal … Read More

Maximizing Staff Leverage in Your Tax Workflow

It’s every firm owner’s dream: Find the right staff to complete low-priority work, so you can focus on more value-added services like marketing, consulting, networking and engaging new clients. Unfortunately it’s a dream that rarely materializes, and come January most owners are dragged into the trenches alongside their staff. But if you approach hiring with … Read More

What’s Your Tax Season Resolution?

Forget New Year’s resolutions. Tax accountants don’t live by calendar years. Ours are fiscal years, dictated by IRS filing deadlines. It’s not until either the spring or fall deadline passes (or both seasons, depending on the complexity of your clients and how many go on extension) that it feels like the weight of another year … Read More