Your CPA, Fractional CFO, Tax and Real Estate Experts
Simplify your financial life with our Fractional CFO service, business and personal tax advisory and real estate tax advisory
Who We Are - JD Jones Tax & Advisory
Welcolme to JD Jones Tax & Advisory
At JD Jones Tax & Advisory, we are dedicated to providing expert tax solutions for both individuals and businesses, including Fractional CFO services. With over 20 years of experience in the tax advisory field, our team of Certified Public Accountants (CPAs) specializes in a comprehensive range of tax services, including Subchapter S and C corporations, partnerships, LLCs, estates, and trusts.
Individual Tax Services
Navigating personal taxes can be complex and overwhelming. Our CPA tax advisors will work closely with you to ensure your individual tax returns are prepared accurately, maximizing deductions and credits while ensuring compliance with IRS regulations.
Business Tax Services
We understand the unique challenges that businesses face when it comes to tax compliance and planning. Our services for businesses include:
Subchapter S Corporations: We provide tailored tax strategies for small businesses electing S Corporation status to optimize tax savings.
C Corporations: Our team will help you manage your C Corporation's tax obligations and take advantage of available tax incentives.
- **Partnerships:** We equip partners with the necessary insights to navigate partnership tax returns and ensure equitable distributions.
- **LLCs:** Our comprehensive tax guidance will help Limited Liability Companies maintain compliance while minimizing tax liabilities.
Real Estate Investment & Rental Properties
As CPA tax experts in tax strategies for investors involved in rental and investment real estate, we leverage our extensive knowledge to optimize your tax outcomes. Additionally, as licensed real estate brokers, we offer unique insights into the intersection of real estate transactions and tax implications, ensuring that your investments are managed effectively.
Estates and Trusts
Planning for the future is essential. Our CPA tax advisors specializes in tax planning and compliance for estates and trusts, ensuring that your legacy is protected and efficiently managed according to your wishes.
Why Choose Us?
- **Expertise:** With two decades of experience, our CPAs are well-versed in the complexities of tax regulations and strategies.
- **Personalized Service:** We take the time to understand your unique situation and develop a customized plan tailored to your needs.
- **Commitment to Excellence:** At JD Jones Tax & Advisory, we pride ourselves on delivering accurate, timely, and reliable tax services.
Contact Us
Better yet, see us in person!
We love our customers, so feel free to visit during normal business hours.
Hours
Open today | 09:00 am – 05:00 pm |
