Business Details
Your Trusted Partner in Tax Preparation
At JD Financial, we have dedicated ourselves to providing exceptional tax preparation services for over 15 years. Our approach centers on understanding each client's unique circumstances, whether as an individual, family, student, or business owner, to deliver tailored financial solutions. We specialize in thorough and accurate tax return preparation, leveraging modernized electronic filing systems approved by the Internal Revenue Service. Our commitment extends beyond annual tax seasons, offering year-round support for life-changing events that impact tax obligations, including marriage, divorce, retirement, and natural disasters. We provide audit assistance, multi-state return preparation, and review services for prior-year filings to ensure compliance and accuracy.Our expertise covers diverse tax scenarios, including rental real estate, small businesses, clergy, partnerships, LLCs, and corporate entities. We also offer preparation and filing services for 1099, 1096, and 990 forms. With a focus on personalized service, we aim to build lasting relationships by prioritizing client needs and maintaining transparency in all our interactions. Our team remains accessible for appointments and consultations, ensuring clients receive timely and reliable support. We are proud to serve Monroe, Ontario, and Wayne Counties, as well as the Greater Rochester and Finger Lakes regions of Western New York.
Services
Tax Preparation
Audit Assistance
Multi-State Returns
Electronic Filing
Amended Returns
1099 Filing
990 Filing
Prior-Year Review
Business Tax Services
Life Event Guidance
Highlights and features
- We offer over 15 years of experience serving Monroe, Ontario, and Wayne Counties.
- Our team provides personalized tax solutions tailored to life-changing events.
- We utilize IRS-authorized electronic filing for efficient, secure returns.
- Audit assistance is available year-round for IRS and state notices.
- Multi-state return preparation and review services ensure compliance accuracy.
Associations and certifications
- Internal Revenue Service (IRS)
Services
Tax Preparation
We provide comprehensive tax preparation for individuals, families, and businesses. Our services include 1040EZ, 1040A, 1040 forms, rental real estate, small business, and clergy returns. We optimize results through personalized client profiles and thorough analysis of financial circumstances.
Audit Assistance
Our audit assistance services help clients navigate IRS and state notices. We offer year-round support to address tax discrepancies, ensuring compliance and minimizing liabilities. Our expertise includes resolving issues from prior returns and responding to official inquiries with documented accuracy.
Multi-State Returns
We prepare and electronically file multi-state tax returns for clients with complex residency or income sources. This service ensures adherence to varying state regulations while maximizing deductions and credits across jurisdictions for optimal financial outcomes.
Electronic Filing
As an IRS-authorized E-File provider, we securely submit Federal and State returns using modernized systems. This service guarantees faster processing, reduced errors, and immediate confirmation of receipt, streamlining the filing experience for current and prior tax years.
Business Tax Services
We specialize in business tax preparation for partnerships, LLCs, and corporations. Services include annual returns, amended filings, and 1099/990 form preparation. Our approach ensures compliance with federal and state regulations while identifying tax-saving opportunities for sustained business growth.
People
Jennifer C. Demo
Owner
Jennifer C. Demo is the owner of JD Financial, serving Monroe, Ontario, and Wayne Counties for over 15 years. She prioritizes personalized client relationships, ensuring tailored tax solutions for individuals, families, and businesses. Her expertise spans electronic filing, audit assistance, and multi-state returns.
Questions
What tax services does JD Financial offer?
We provide tax preparation for individuals, businesses, and nonprofits, including electronic filing, audit assistance, multi-state returns, amended returns, and forms like 1099 and 990.
How can I schedule an appointment?
Call us at (585) 435-6873 to set up an appointment. We offer in-person visits at our Victor, NY office and consultations by phone or email.
Do you handle multi-state tax returns?
Yes, we prepare and electronically file multi-state returns for clients with income or residency in multiple states, ensuring compliance with each jurisdiction's requirements.
What areas do you serve?
We serve Monroe, Ontario, and Wayne Counties, including Victor, Farmington, Macedon, and surrounding areas in the Greater Rochester and Finger Lakes regions of Western New York.
Can you assist with past tax years?
Yes, we review prior-year returns for accuracy and prepare current or past-year Federal and State returns, including amended filings for corrections or IRS notices.
Are you available year-round?
Yes, we provide year-round support for tax-related inquiries, including audit assistance, life event planning, and business tax needs, not just during tax season.
