Jordan Roberts Taylor
Family Office CPA | TACTIC CPA LLC
- Role
- Founder & Family Office CPA at Tactic Cpa Llc
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
About Jordan Roberts Taylor
I’m a Certified Public Accountant (CPA) with experience in the Family Office space…
Experience
Founder & Family Office CPA
Apr 2025 — Present · Greenville, SC, US
We bridge the gap between clients, wealth advisors, and tax professionals.We provide the clarity and coordination that help every party stay focused on what they do best. Whether you\'re looking for Family Office consulting and support or simply a Client Advisory Partner for your firm, we are here to help.
Education
Clemson University
Master's of Professional Accountancy, Accounting
2019 — 2020
Clemson University
Bachelor's degree, Accounting
2017 — 2019
Cannon Financial Institute
Trust School I
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