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JD Financial - Victor, NY - Tax Accounting Services - (585) 435-6873
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Authorized E-File Provider 

JD FINANCIAL - "Your Partner in Tax Preparation" - Call (585) 435-6873

JD Financial - List of Services (Updated: 11/16) 

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.

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.

"The taxpayer ~ that's someone who works for the federal government but doesn't have to take the civil service examination."

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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
- Starting in Oct. 28th 2017
61 School St, Suite A - Victor, NY 14564

Mailing Address - PO Box 115 ~ Victor, NY 14564
Call: (585) 435-6873 -or- (315) 521-7958

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