(PRINTABLE PAMPHLET (11/16): Includes basic contact information and an abbreviated list of services)
 

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.