Jordan Terzakos, EA

Jordan Terzakos, EA Tax Advisor

Tax Advisor

P: 480-473-4650
E: jterzakos@bergerfinancial.com
As a Tax Advisor at BFG Scottsdale, Jordan prepares tax returns and works in collaboration with financial advisors to provide detailed tax planning and reporting for clients. Beyond client services, he plays a role in shaping our tax policy and engages in income tax research as a part of the tax team. Before joining BFG, Jordan owned and operated his own tax business prior to earning the Enrolled Agent (EA) credential and moving to Arizona to work for a CPA firm.

Jordan holds a degree in Business Administration from Pacific Lutheran University and aspires to become a CPA or CFP ® in the future. Outside of the office, he enjoys family time with his wife and young daughter, fishing, or using his flight simulator. As a member of the National Guard, he stays active with exercise and military history reading.