NEW CLIENT PROFILE FORM (12/23)

(PRINTABLE JD Financial Business Services Brochure
PAMPHLET/BROCHURE (02/22)

PRINTABLE  JD Financial Individual Pamphlet
PAMPHLET/BROCHURE (02/22)

CONSENT TO DISCLOSE - To Another Preparer (11/16)

CONSENT TO DISCLOSE - Other Purposes (11/16)

Jennifer C. Demo (Owner)​:  "Our goal at JD Financial is to provide the highest quality tax preparation service.  We get to know you as a person first, so we are able to meet your needs as a client, a business, a student, a family, or whatever your personal or business needs may be. We are here for you all year, not just January through April."

Life Happens - Life changing events impact us every day, but how often do we consider the impact on our tax return?

    •    Marriage
    •    Divorce
    •    Losing a spouse
    •    Having a child
    •    Adopting a child
    •    Change in health insurance
    •    Change in Employment
    •    Retirement
    •    Kids going to college
    •    Starting a business
    •    Purchasing investment property
    •    Volunteering
    •    Medical Issues
    •    Casualties such as theft or fire
    •    Natural disasters
    •    Back tax issues
    •    Tax issues prior to marriage

We want to get to know you, as a person, so we can best meet your specific needs and provide guidance year over year. We will prepare a thorough and accurate tax return for you and optimize your results at tax time and throughout the year.
Call JD Financial today so we may help you when life happens.