Tax Planning

Tax planning is often a forgotten part of retirement planning. This is an important step in the planning process, which is why JD Financial Solutions & Insurance Group, Inc. has in-house tax planners.

Some of our Tax Services include the following, but not limited to:

• Tax Advisory
• Tax Planning

Complete Personal Income Tax Preparation: We constantly keep up to date with the current tax codes and utilize some of the most sophisticated tax preparation software in the industry.

Tax Preparation

Our firm offers professional preparation of all federal, state, and local tax returns at competitive affordable rates.

IRS and State / Local Representation

Our staff knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local authorities. We are also experienced in negotiating in Compromise with the IRS and various States.

Tax Planning

We continuously monitor federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.

Sales Tax Services

Our firm prepares all sales tax filings and offers full sales tax audit representation.

Estate, Gift and Trust Tax Return Preparation

We provide expert preparation of federal and state estate, gift and trust tax returns.

Contact Us

For more information, simply fill out the form below and someone from our office will contact you.