JD Financial

JD Financial is a trusted and experienced tax accounting services provider, proudly serving clients in Monroe, Ontario, and Wayne Counties for over 15 years. Our mission is to provide the highest quality tax preparation service, tailored to meet the specific needs of each client. We take the time to get to know you as a person, understanding your unique situation and goals, so we can provide personalized guidance and support throughout the year.

Our Services

At JD Financial, we offer a comprehensive range of tax accounting services designed to cater to the diverse needs of our clients. Our experienced team is dedicated to providing thorough and accurate tax returns, ensuring you receive the maximum refund you are entitled to. Our services include:

• Complete Tax Preparation: We prepare thorough and accurate tax returns, including 1040EZ, 1040A, and 1040, as well as all forms and schedules.
• Electronic Filing: We electronically file your current year Federal and State returns using modernized E-file through the Internal Revenue Service.
• Audit Assistance: We provide audit assistance when you receive a notice from the Internal Revenue Service or your state.
• Multi-State Returns: We prepare and electronically file multi-state returns.
• Review: We review prior year returns for accuracy and prepare prior year Federal and State returns.
• Amended Returns: We prepare current and past year Federal and State amended returns as a result of an Internal Revenue Service notice or discovery of errors or omissions.
• 1099 Preparation and Filing: We prepare and electronically file all 1099 forms for contractors and prepare and file 1096, annual summary and transmittal form.
• 990 Preparation and Filing: We offer 990, 990N, and 990EZ preparation and electronic filing.

Our Commitment

At JD Financial, we are committed to providing exceptional service and support to our clients. We understand that life is full of unexpected events, and we are here to help you navigate any tax-related challenges that may arise. Our goal is to build long-term relationships with our clients, providing guidance and support every step of the way.

About Our Owner

Jennifer C. Demo, our owner, has been dedicated to providing exceptional tax accounting services to our clients for over 15 years. She is committed to staying up-to-date with the latest tax laws and regulations, ensuring our clients receive the highest quality service possible.

New Location Announcement

We are excited to announce our new location at 10 East Main St, Suite 200, in the village of Victor, effective June 15th, 2020.

COVID-19 Update

We are committed to providing business and tax services to our clients during this challenging time. 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.