Jordan Thatcher

Jordan joins Fortress with over 10 years of experience in tax, accounting, and strategic planning for complex individual and business clients. Since 2015, she has worked within leading tax, accounting, and legal environments, delivering comprehensive solutions for high-net-worth individuals, multi-entity businesses, and multi-family structures.

Specialized in advanced tax planning, compliance, and structuring, bridging tax preparation with forward-looking strategies designed to minimize liability and support long-term financial objectives. She is a licensed CTEC tax professional and an experienced paralegal, with a strong background in corporate compliance, trusts, estates, and entity administration. This dual expertise allows her to align legal structures with tax efficiency.

Known for her strategic mindset and detail-driven approach, Jordan provides clear, practical guidance through complex tax matters, helping clients make informed decisions with confidence while maintaining compliance and maximizing efficiency.