Welcome to
JDE Financial Group
Professional Tax Preparation
JDE Financial Group provides professional tax preparation services for individuals and small businesses. We focus on accurate reporting, compliance with federal tax law, and ethical standards established by the Internal Revenue Service (IRS).
Our services are designed to help taxpayers meet their federal filing obligations while properly applying deductions and credits allowed under the Internal Revenue Code.
Services
Tax Preparation
We preparer federal individual income tax returns, including:
Form 1040
Schedule A – Itemized Deductions
Schedule B – Interest and Dividends
Schedule C – Sole Proprietors
Schedule D – Capital Gains and Losses
Schedule E – Rental and Pass-Through Income
Returns are prepared based on information provided by the taxpayer and in accordance with federal tax law.
IRS Reference
About Form 1040
https://www.irs.gov/forms-pubs/about-form-1040
Tax Preparation
Tax consultants assist individuals and businesses in preparing accurate tax returns. They gather financial information, apply relevant tax codes, and complete the necessary forms to ensure compliance with tax regulations.
Small Business Tax Services
We assist small businesses with federal tax compliance, including:
Sole Proprietors (Schedule C)
Partnerships (Form 1065)
S Corporations (Form 1120-S)
C Corporations (Form 1120)
Additional Services
Business expense reporting
Depreciation and asset classification
Estimated tax guidance
Information returns (Forms 1099, when applicable)
IRS References
Small Business Tax Guide – Publication 334
Business Consultant
We provide tax-related guidance for new business owners regarding federal tax responsibilities, including:
Business Formation & Structuring
LLCs, S-Corps, partnerships, and sole proprietorships EIN registration, state filings, and compliance guidance
Tax Planning & Strategy
Tax minimization strategies for small businesses
Deduction and credit optimization
Planning for self-employed, real estate investors, and freelancers
JDE Financial Group does not provide legal advice or state filing services. Business formation services are limited to federal tax considerations.
IRS References
Apply for an EIN
Bookkeeping Services
Bookkeeping services are provided solely to support accurate tax preparation.
Services include:
Income and expense categorization
Bank and credit card transaction organization
Year-end bookkeeping cleanup
Schedule C and business tax support
Bookkeeping services are not audits, reviews, or attest services.
IRS Reference
Recordkeeping Requirements
https://www.irs.gov/businesses/small-businesses-self-employed/recordkeeping
TESTIMONIALS
What others are saying
"Small Business Owner"
“As a small business owner, keeping my finances straight was overwhelming. JDE Financial Group took over my bookkeeping and tax prep. They saved me time, money, and stress. I finally feel organized and compliant!” – Marcus L.
"Individual Tax Services"
“Claudia and her team made filing my taxes so simple! I usually dread tax season, but they handled everything virtually, answered all my questions, and helped me get the maximum refund. Highly recommend!” – Samantha R.
"Self-Employed / Freelancer"
“I’m a freelancer and wasn’t sure what I could deduct. Claudia helped me navigate all the self-employment rules, maximize my deductions, and file everything correctly. Professional, knowledgeable, and super easy to work with.” – Jessica T.
"Virtual Convenience"
“I love that everything was handled online! I submitted my documents securely, and the team walked me through everything virtually. So convenient and professional!” – Maria S.
STILL NOT SURE?
Frequently Asked Questions
Do you handle 1099 preparation for contractors?
Yes, we can prepare and file 1099s for all eligible contractors to keep your business compliant.
Are you IRS authorized?
Yes, we are Registered Tax Preparers and fully compliant with IRS regulations, including Circular 230 and IRC §7216.
Do you offer in-person or virtual services?
We are a fully virtual tax and financial services business.All appointments,consultations,and documents submissions are handled securely online for your convenience.
What if I have missed filing previous years’ taxes?
We can help prepare and file back taxes
Can I file my taxes if I’m self-employed?
Absolutely. We specialize in helping freelancers, contractors, and small business owners maximize deductions and credits.
How much do your services cost?
Pricing varies depending on the complexity of your return or services needed. Contact us for a free consultation.
Is my personal information safe?
Absolutely. We follow strict privacy and data security protocols in compliance with IRS regulations.
TAX DISCLOSURES
JDE Financial Group is a Registered Tax Preparer. Services are limited to federal tax preparation and tax-related support.
We do not guarantee refunds, tax savings, or IRS outcomes
We do not represent taxpayers before the IRS unless authorized by law
Tax results depend on the accuracy and completeness of information provided
Circular 230 Disclosure
Any tax advice provided on this website is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.
Authority
Circular 230 §10.30
https://www.irs.gov/tax-professionals/circular-230
PRIVACY & DATA SECURITY
JDE Financial Group is committed to safeguarding taxpayer information in accordance with federal law.
Tax information is used solely for tax preparation services
Information is not disclosed without proper authorization
Reasonable safeguards are maintained
Sensitive information should not be transmitted via unsecured email
Legal Authority
Internal Revenue Code §7216
https://www.irs.gov/tax-professionals/irc-section-7216
IRS Safeguards for Tax Professionals
https://www.irs.gov/tax-professionals/safeguarding-taxpayer-data
Contact Us
Get In Touch
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