"Proudly Serving Clients in Monroe, Ontario and Wayne Counties For Over 15 Years"
Give us a call today at (585)435-6873 to set up your appointment.
**Pick up and drop off services available**
"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." ~ Jennifer C. Demo, Owner
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.
ELECTRONIC FILING: We will electronically file your current year Federal and State returns using modernized E file through the Internal Revenue Service. JD FINANCIAL is an authorized E file provider.
AUDIT ASSISTANCE: JD FINANCIAL is here for you all year to provide audit assistance when you receive a notice from the Internal Revenue Service or your state.
MULTI-STATE: JD FINANCIAL can prepare multi-state returns and electronically file them.
REVIEW: Bring in your prior year returns and we will review them for accuracy. Preparation of prior year Federal and State returns is also available.
COMPLETE TAX PREPARATION: JD FINANCIAL will complete a thorough and accurate tax return beginning with a comprehensive client profile to get to know you, as a client and understand your tax preparation needs.
Tax preparation options available:
1040EZ
1040A
1040
[These options would include all forms and schedules.]
Rental Real Estate
Farms
Small Business
Retirement
Clergy
Partnerships, LLC and Corp
AMENDED RETURNS: We provide preparation options for current and past year Federal and State amended returns either as a result of an Internal Revenue Service notice or a discovery of errors or omissions on a current or prior year return.
1099 PREPARATION AND FILING: We will prepare and electronically file all of your 1099 for contractors and prepare and file your 1096, annual summary and transmittal form.
990 PREPARATION AND FILING: We offer 990, 990N and 990EZ preparation and electronic filing.
NEW LOCATION ANNOUNCEMENT
JD Financial has a new location!! Effective June 15th, 2020
JD Financial will be located at
10 East Main St, Suite 200, in the village of Victor.
Fondly, Jennifer Demo Phone: (585) 455-4566 -or- (585) 435-6873
JD Financial - COVID-19 Update 03-27-2020
I'm sure you are already aware of the challenges related to COVID-19
and our thoughts and prayers are with you all.
The good news is that we are still providing business and tax services for all
and we are operating normally, with the exception of direct personal contact.
If you need help with any tax related issues please
don't hesitate to contact us.
JD Financial has a new location!! Effective June 15th, 2020
JD Financial will be located at
10 East Main St, Suite 200, in the village of Victor.
Fondly, Jennifer Demo Phone: (585) 455-4566 -or- (585) 435-6873
JD Financial - COVID-19 Update 03-27-2020
I'm sure you are already aware of the challenges related to COVID-19
and our thoughts and prayers are with you all.
The good news is that we are still providing business and tax services for all
and we are operating normally, with the exception of direct personal contact.
If you need help with any tax related issues please
don't hesitate to contact us.
JD Financial has a new location!! Effective June 15th, 2020
JD Financial will be located at
10 East Main St, Suite 200, in the village of Victor.
Fondly, Jennifer Demo Phone: (585) 455-4566 -or- (585) 435-6873
JD Financial - COVID-19 Update 03-27-2020
I'm sure you are already aware of the challenges related to COVID-19
and our thoughts and prayers are with you all.
The good news is that we are still providing business and tax services for all
and we are operating normally, with the exception of direct personal contact.
If you need help with any tax related issues please
don't hesitate to contact us.
JD Financial has a new location!! Effective November 1st, 2017 JD Financial will be located at 61 School St, Suite A, in the village of Victor. Office hours will be Monday through Thursday from 9:30 to 3:00. Until then, and as usual, I am always still available on location and by appointment. I look forward to seeing all of you soon!
Fondly, Jennifer Demo Phone: (585) 435-6873
-or- (315) 521-7958
FALL 2017 AVAILABILITY
JD Financial has a new location!! Effective November 1st, 2017 JD Financial will be located at 61 School St, Suite A, in the village of Victor. Office hours will be Monday through Thursday from 9:30 to 3:00. Until then, and as usual, I am always still available on location and by appointment. I look forward to seeing all of you soon!
Fondly, Jennifer Demo Phone: (585) 435-6873
-or- (315) 521-7958
FALL 2017 AVAILABILITY
JD Financial has a new location!! Effective November 1st, 2017 JD Financial will be located at 61 School St, Suite A, in the village of Victor. Office hours will be Monday through Thursday from 9:30 to 3:00. Until then, and as usual, I am always still available on location and by appointment. I look forward to seeing all of you soon!
Fondly, Jennifer Demo Phone: (585) 435-6873
-or- (315) 521-7958
FALL 2017 AVAILABILITY
JD Financial has a new location!! Effective November 1st, 2017 JD Financial will be located at 61 School St, Suite A, in the village of Victor. Office hours will be Monday through Thursday from 9:30 to 3:00. Until then, and as usual, I am always still available on location and by appointment. I look forward to seeing all of you soon!
Fondly, Jennifer Demo Phone: (585) 435-6873
-or- (315) 521-7958
Preparing business taxes, corporate taxes and personal taxes clients in (but not limited to) the following areas for over 15 years: Farmington, NY - Victor, NY - Macedon, NY - Palmyra, NY - Phelps, NY - Sodus, NY - Macedon, NY - Clifton Springs, NY - Newark, NY - Clyde, NY - Fairport, NY - Penfield, NY - Pittsford, NY - Perinton, NY - and other places in or near the Greater Rochester, NY & Fingerlakes Region of Western NY
Victor, NY Location 10 East Main St, Suite 200 - Victor, NY 14564 Mailing Address - PO Box 115 ~ Victor, NY 14564 Call: (585) 435-6873 -or- (585) 455-4566
