Heather focuses on small- to medium-sized businesses and their owners and provides them with tax planning, consulting, and compliance services. She is a true problem solver at heart and enjoys assisting her clients through complex transactions. Her goal is always to formulate the best plan possible so she can ensure her clients achieve the best results.
Years of Experience
25
Education
University of Memphis, Bachelor’s
Professional & Civic Leadership
- Executive Board of Directors – Board Chair – Niceville-Valparaiso Chamber of Commerce
- Board of Directors – Executive Treasurer – The Taylor Haugen Foundation
- Board of Directors – President – Friends of the Niceville Library
Professional Credentials
Certified Public Accountant (CPA)
I am a proud mother of a daughter in the United States Air Force
INDUSTRY EXPERTISE
SERVICE SPECIALTIES
Heather B. Jourdan AROUND TOWN
Northwest Florida State College 2022 Annual Tax Workshop
On December 1st, 2022, CRI Partner Heather Jourdan presented at Northwest Florida State College 2022 Annual Tax Workshop in Niceville, Fl. Heather taught various topics over a two-day class to local tax practitioners for purposes of providing updates and CPE.