JD Financial

Business Details

Your Partner in Tax Preparation

At JD Financial, we are dedicated to delivering exceptional tax preparation services tailored to meet the unique needs of individuals, families, and businesses. With over 15 years of experience serving Monroe, Ontario, and Wayne Counties, our approach prioritizes understanding clients as people first, ensuring personalized solutions for evolving life circumstances. We specialize in navigating complex tax scenarios arising from life events like marriage, retirement, business changes, and natural disasters, while offering year-round support beyond traditional tax seasons.

Our commitment to accuracy extends to multi-state returns, amended filings, and audit assistance, supported by electronic filing capabilities as an Authorized E-File Provider. By combining comprehensive client profiles with expertise in federal, state, and local tax codes, we optimize outcomes for our clients throughout the year.

Services

Tax Preparation Electronic Filing Audit Assistance Multi-State Returns Amended Returns

Highlights and features

We offer over 15 years of personalized tax expertise for individuals and businesses.
Our team specializes in navigating tax implications of life-changing events.
We provide year-round support beyond traditional tax season deadlines.
Our services include electronic filing, audit assistance, and multi-state returns.
We create comprehensive client profiles to ensure accurate, tailored tax solutions.

Associations and certifications

Authorized E-File Provider

What people say

Personalized service Expertise in life events Year-round availability Accurate filings Electronic filing convenience

Website

Update Listing

Services

Tax Preparation

We prepare thorough federal, state, and local tax returns for individuals and businesses. Our process begins with comprehensive client profiles to address unique circumstances like life events, investments, or business changes. Services include standard 1040 forms, rental real estate reporting, and clergy tax considerations.

Electronic Filing

As an Authorized E-File Provider, we securely submit current-year federal and state returns electronically. This modernized process ensures faster processing times and reduced errors while maintaining strict compliance with IRS requirements for all individual and business tax scenarios.

Audit Assistance

We provide year-round support for tax audits, including correspondence with the IRS or state agencies. Our services cover review of notices, preparation of supporting documentation, and representation during audit processes to ensure accurate resolution of tax matters.

Multi-State Returns

We prepare and electronically file tax returns across multiple states, addressing complex residency rules and state-specific deductions. This service accommodates individuals with property in different jurisdictions and businesses operating across state lines.

Amended Returns

We handle corrections for current and prior-year returns due to IRS notices or client-discovered errors. This includes preparing Form 1040X amendments, reviewing prior filings for accuracy, and addressing tax implications of life events affecting previous returns.

People

Jennifer C. Demo

Owner

Jennifer C. Demo founded JD Financial to provide personalized tax solutions for individuals and businesses. With over 15 years of experience, she emphasizes understanding clients' unique circumstances to deliver accurate, year-round tax guidance.

Questions

What tax services does JD Financial offer?

We provide complete tax preparation, electronic filing, audit assistance, multi-state returns, amended returns, and 1099/990 filings for individuals and businesses.

How does JD Financial handle life-changing tax situations?

We specialize in tax implications of marriage, divorce, retirement, medical issues, natural disasters, and other life events through personalized consultations.

Can JD Financial help with past tax returns?

Yes, we review prior-year returns for accuracy and prepare current or past-year federal and state amended returns.

Do you serve clients outside Victor, NY?

We serve Monroe, Ontario, and Wayne Counties including Farmington, Macedon, Palmyra, and other Finger Lakes region communities.

What are your current office hours?

Summer hours: Tuesday-Thursday 10AM-3PM. Other times available by appointment only at our Victor, NY location.

Reviews (4)

Write a Review

Mike DeCarolis

Apr 02, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
I have been going to Jennifer for the past three years Shes very friendly and she knows her stuff its been a pleasure known her I wont go any place else but JD financial

Terry Tracy

Dec 31, 2017 Report

I have been using Jennifer for 15 plus years and She is always available and her knowledge is vast, including self employment and small business returns. there seems to be nothing she can not handle. I have and would refer family and friends to her.

Marsha Campbell

Dec 12, 2017 Report

We loved Jenn the first time we met with her! Her smile and personality are fit for this job,you can tell that every client is SPECIAL and treated in timely manner.I personally have seen her grow in so many ways and am very proud of her! So people get ready as we CHEER you on Jenn,lets help her by getting your taxes done by JD FINANCIAL!

Victoria Green-Williams

Mar 10, 2017 Report

Jennifer has been doing our taxes for the last few years. She is very knowledgeable and friendly! We would highly recommend her!!