Tax & Financial Services for Individuals, Businesses & Financial Firms

At JDC Tax & Finance, we believe a well-crafted business plan is more than just a document — it’s a roadmap to sustainable growth and long-term success. Whether you’re raising capital, applying for a visa, launching a startup, or scaling an existing venture, a strong business plan brings structure, clarity, and confidence to your journey.

With over 15,000 custom business plans delivered across 400+ industries, our team of U.S.-based MBAs, analysts, and business strategists turns ideas into action and visions into reality. Our plans are designed to meet the rigorous standards of banks, investors, SBA lenders, and immigration authorities — but even if you’re not raising funds, the benefits are game-changing.

Why Every Business Needs a Business Plan

• Clarifies Your Vision: Turn abstract ideas into clear goals and executable strategies.
• Guides Your Growth: Avoid detours and stay on track with defined milestones and KPIs.
• Drives Operational Excellence: Identify the right resources, pricing models, staffing plans, and financial forecasts.
• Strengthens Internal Alignment: Ensure your team understands the mission, direction, and responsibilities.
• Prepares You for Opportunity: Be ready for funding, partnerships, or scaling when the moment arrives.

What you Get

• 25–35+ pages of custom-written content
• 5-year financial model (P&L, cash flow, ROI, and use of funds).
• Market research & competitor benchmarking
• SBA- and investor-compliant structure
• Executive summary, growth forecast & exit strategy
• Professional visual design & data charts
• Direct collaboration with an experienced MBA writer

Specialized Services

• Immigration Business Plans: E-2, L-1, and EB-5 compliant
• Franchise & SBA Business Plans
• Investor Decks & Financial Forecasting
• Pitch Decks, Websites, Branding, and Marketing Collateral

Our Proven Process

1. Onboarding – Choose your plan, schedule your consult
2. Discovery – We dig into your goals, market, and industry
3. Development – A dedicated team builds your custom plan
4. Review & QA – We refine for clarity, accuracy, and compliance
5. Delivery – Your plan is delivered in both PDF and editable format
6. Ongoing Support – Revisions, investor updates, and growth tools

Why JDC Tax & Finance?

• 100% U.S.-based team
• 10+ years average writer experience
• High client satisfaction (92%+)
• Trusted by entrepreneurs worldwide
• Proven funding outcomes – SBA loans, investor capital, business visas, and more

“We secured $2M in equity funding thanks to our plan. Professional, thorough, and exactly what investors wanted.” — Tech Startup Founder, Colorado

Ready to Write Your Success Story?

Let JDC Tax & Finance turn your vision into a powerful, professional business plan that opens doors and drives results. Click here to download our business plan deck.

Build Trust. Protect Family. Preserve Legacy.

A Trust is one of the most powerful financial and legal tools available to protect what you’ve
built and provide lasting security for the people you love. Unlike a will, a trust allows you to control your wealth privately, efficiently, and without the delays or costs of probate court.

Our Trust & Estate Services are designed to help individuals and families safeguard assets,
minimize taxes, and create a smooth transfer of wealth that reflects your values and intentions. Whether your goal is to provide for your children, reduce estate taxes, or protect your legacy from creditors and disputes, the right trust structure gives you peace of mind and lasting control.

Why Create a Trust?

We offer a full suite of advisory services tailored to your specific financial landscape:

Strategic Tax Planning

• Avoid Probate: Your assets pass directly to your heirs—no court involvement, no public records, no delays.
• Protect Your Assets: Shield your wealth from lawsuits, creditors, or divorce settlements.
• Maintain Privacy: Keep your financial affairs and family matters confidential.
• Provide for Loved Ones: Ensure your spouse, children, or dependents are cared for exactly as you intend.
• Create Generational Wealth: Build a long-term legacy that supports your family and causes you care about for decades to come.

A trust isn’t just for the wealthy—it’s for anyone who wants clarity, control, and confidence about their financial future.

Our Trust & Estate Planning Packages

Foundational Plan

This is the starting point for every family serious about protecting their future. We help you establish a revocable living trust and a comprehensive estate plan that keeps your assets organized, your wishes documented, and your family out of probate court.

Tax Shelter Plan

Designed for estates over $5 million, this plan uses advanced trust strategies to reduce or
eliminate estate and “death” taxes. We employ tools like irrevocable trusts to preserve your legacy—so your wealth passes to your loved ones, not the IRS.

Plan Enhancements
We offer custom add-ons to tailor your plan to your family’s unique needs:

• Kid’s Protection Plan: Ensure your children are always cared for by trusted guardians.
• Blended Family Plan: Balance fairness and clarity in families with multiple households.
• Lifetime Asset Protection Plan: Keep your children’s inheritance safe from creditors,
  lawsuits, or divorce.

Advanced Strategies (ILIT, SLAT, GRAT)

For complex estates, we use sophisticated trust designs:

• ILIT (Irrevocable Life Insurance Trust) – Removes large life insurance policies from your
  taxable estate.
• SLAT (Spousal Lifetime Access Trust) – Protects assets while maintaining spousal access.
• GRAT (Grantor Retained Annuity Trust) – Transfers wealth with minimal gift or estate tax
  exposure.

Wealth & Legacy Consultation

Beyond setting up trusts, true legacy planning is about vision. We help you align your wealth, tax strategies, and family values into one clear roadmap for future generations.

Result: A living legacy built on purpose, protection, and peace of mind.

In Summary

A Trust gives you control while you’re alive and protection when you’re gone. It’s not about having millions—it’s about making sure what you have truly benefits the people you love most.

Proactive Guidance for Smarter Tax Decisions and Sustainable Growth

Tax laws are complex—and constantly changing. Without expert advice, you could miss
opportunities for savings or expose yourself to unnecessary risk. Our Tax Advisory services
are designed to do more than just ensure compliance we help individuals, entrepreneurs, and businesses strategically plan, manage, and optimize their tax positions throughout the year.

Whether you’re an individual looking to reduce your tax burden, a small business navigating changing regulations, or an enterprise managing multi-state or international tax concerns, our advisors are here to deliver clarity, confidence, and long-term value.

Our Tax Advisory Solutions

We offer a full suite of advisory services tailored to your specific financial landscape:

Strategic Tax Planning

• Legally reduce your tax liability
• Maximize deductions and credits
• Align with your short- and long-term financial objectives.

Entity Structure & Optimization

• Choosing the optimal legal structure (LLC, S-Corp, C-Corp, Partnership, etc.)
• Restructuring entities to take advantage of tax efficiencies
• Multi-entity and holding company strategies

Federal, State & Local Tax Advisory

• Navigating income, sales, and franchise taxes
• Ensuring multi-state compliance and proper filings
• Advising on tax impacts of location changes, expansions, or new operations

International & Cross-Border Tax Planning

• S. expat tax planning
• Foreign asset reporting (FBAR/FATCA)
• Transfer pricing and international business structuring
• Tax treaties and withholding requirements

Mergers, Acquisitions & Transaction Support

• Tax due diligence and risk assessment
• Deal structuring and negotiation support
• Post-transaction integration planning

IRS & State Audit Representation

• Communicating with tax authorities on your behalf
• Preparing documentation and responses
• Representing your case and negotiating outcomes

Estate, Gift & Succession Tax Planning

• Minimize estate and inheritance tax exposure
• Structure tax-efficient gifts and transfers
• Implement succession plans for family-owned businesses

Who We Serve

Our tax advisory services are customized for:

• Individuals & Families – Especially high-net-worth individuals, investors, and expats
• Small to Mid-Sized Businesses (SMEs) – Seeking ongoing tax efficiency and risk management
• Startups & Entrepreneurs – Requiring smart structuring from the ground up
• CPA Firms & Finance Teams – Looking to augment expertise and provide added value to clients
• International Businesses – Operating across borders with complex compliance needs

Why Choose Us for Tax Advisory?

Experienced Tax Professionals: U.S.-licensed CPAs, EAs, and international tax consultants

• Year-Round Strategic Insight: Proactive planning to stay ahead of changes, not just react to them
• Integrated Financial Approach: Aligned with your business goals, investment strategy, and compliance needs
• Global Expertise, Local Knowledge: Navigating both domestic and cross-border tax complexities
• Confidential, Personalized Service: Every engagement is tailored to your unique situation

Take Control of Your Taxes—Start Planning Today.
Contact us to schedule a confidential consultation and discover how strategic tax advisory can protect your wealth, fuel your growth, and bring peace of mind.

When it comes to the IRS, compliance isn’t optional—it’s essential. Whether you’re facing back taxes, unfiled returns, penalties, or audit notices, the right guidance can make all the
difference between a manageable solution and a costly mistake.

At JDC Tax & Finance, we help individuals and businesses resolve IRS issues efficiently
and discreetly. Our team of tax professionals understands the complexities of federal and state tax laws and works directly with tax authorities on your behalf. We provide both
proactive compliance support and responsive representation to keep your finances—and
your peace of mind—intact.

Our IRS Support Services

• Experienced Tax Professionals – We know how the IRS works—and how to work with them effectively on your behalf.
• Discreet & Judgment-Free Support – No matter how complex or overdue your tax situation is, we handle it with professionalism and confidentiality.
• Proven Strategies, Personalized Solutions – We don’t offer one-size-fits-all answers. We craft a custom compliance plan tailored to your specific circumstances.
• End-to-End Guidance – From documentation to resolution, we walk with you every step of the way—so you’re never facing the IRS alone.

Every business needs financial strategy—but not every business needs a full-time CFO. That’s where our Fractional CFO services come in.

We provide high-level financial expertise on a flexible, cost-effective basis, giving your business the strategic insight and leadership it needs to scale, make smart decisions, and stay financially healthy. Whether you’re a fast-growing startup, an established business preparing for expansion, or a company navigating complex transitions, our CFO professionals help you see the bigger picture.

You get all the value of an experienced Chief Financial Officer—without the full-time expense.

Our Fractional CFO Offerings

• Cash Flow Management & Forecasting: Gain visibility and control with projections and planning that ensure you never run short when it matters most.
• Budgeting & Strategic Planning:We help you build realistic budgets and align them with your business goals to support sustainable growth.
• Financial Reporting & KPI Tracking: Receive executive-level insights, monthly dashboards, and clear reports to understand performance at a glance.
• Profitability & Cost Analysis: Identify inefficiencies, improve margins, and optimize pricing strategies with data-driven financial reviews.
• Fundraising Support & Investor Readiness: From pitch decks to due diligence, we prepare your financials to speak confidently with investors and lenders.
• M&A and Exit Planning: Strategic guidance when buying, selling, or preparing your business for a future transition.
• Systems & Process Optimization: Evaluate and upgrade your financial tools, reporting workflows, and internal controls.
• Board & Stakeholder Reporting: We support or represent you in meetings with board members, banks, or potential investors with clear financial narratives.

Why Choose us for your Fractional CFO need?

• Flexible engagement—scale up or down based on your needs
• No long-term commitment or overhead costs
• Access to top-tier CFO talent with broad industry experience
• Strategic partnership that goes beyond the numbers
• We have experienced and seasoned CFOs

Accurate and consistent bookkeeping is the foundation of every successful business.
Whether you’re a solo entrepreneur, a growing startup, or an established company, staying on top of your books helps you make informed decisions, stay compliant, and plan
strategically for the future.

At JDC Tax & Finance, we offer tailored bookkeeping services that ensure your financial records are always up to date, organized, and ready for action. Our experienced
professionals handle the numbers, so you can focus on running your business.

What We Offer:

• Transaction Categorization & Reconciliation: We record, classify, and reconcile your transactions to ensure your financial data reflects your real-time business activity.
• Monthly & Quarterly Reporting: Receive clear, accurate financial reports—income statements, balance sheets, and cash flow
  statements—so you know exactly where your business stands.
• Catch-Up & Clean-Up Services: Behind on your books? No problem. We specialize in bringing your records up to date
  efficiently and thoroughly, even if you’re months (or years) behind.
• Payroll Integration & Bill Pay Support: Let us assist with payroll and vendor payments so your team and your partners get paid on
  time, every time.
• Customized Weekly or Monthly Reports: Choose the reporting frequency that fits your needs and get insights that help you make proactive decisions.

Who We Serve

• Entrepreneurs & Freelancers: Stay compliant and financially healthy with support tailored to solo operators.
• Small to Mid-Sized Businesses: Gain clarity and control with a dedicated team managing your day-to-day financials.
• CPAs & Accounting Firms (White-Label Solutions): Expand your capacity with our white-labeled back-office bookkeeping support—branded as
  yours, powered by us.

Why Choose Us

• US-based with a team in the US and the Philippines: Enjoy the perfect blend of domestic financial expertise and international cost-efficiency.
• Data Security & Compliance: We adhere to the highest standards in data handling and privacy to protect your business and your clients.
• Scalable & Flexible Support: From one-time clean-ups to full-scale monthly maintenance, our solutions evolve with your business.

Let’s Simplify Your Numbers

Take the stress out of bookkeeping. Let our team keep your financial records clean, current,
and compliant—so you can get back to doing what you do best.

Ready to get started? Contact us today to schedule a consultation or learn more about our flexible packages.

Tax season doesn’t have to be stressful—when you have the right partner. Whether you’re filing as an individual or managing a business, accurate and timely tax preparation is key to minimizing liabilities, maximizing deductions, and staying compliant with the IRS and state tax agencies.

At JDC Tax & Finance, we offer expert tax filing services tailored to your specific needs. Our experienced team stays on top of changing tax laws to ensure every return is accurate, optimized, and filed on time. From basic returns to complex filings involving multiple states,
entities, or income sources, we’ve got you covered.

Personal Tax Filing Services

– Federal & State Individual Tax Returns (1040)
– Self-Employed / 1099 Contractor Returns
– Itemized Deductions & Tax Credit Optimization
– Amended Returns & Prior Year Filings
– IRS Notices & Audit Support
– Tax Planning to Minimize Future Liability

Business Tax Filing Services

– Partnerships, S Corps & C Corps (1065, 1120S, 1120)
– Multi-State Tax Compliance
– Quarterly Estimated Taxes & Annual Filings
– 1099 Filing & Reporting Support
– Franchise, Excise & Sales Tax Filings
– Year-End Financial Coordination with Bookkeeping & CFO Teams

Why Clients Choose Us

• U.S. Tax Experts + Offshore Efficiency – A dual advantage: trusted U.S. professionals
  backed by a capable offshore team for faster turnaround and lower costs.
• Customized Support – From simple W-2 filings to complex corporate structures—we meet you where you are.
• Year-Round Availability – We don’t disappear after April. We’re here year-round for tax planning, IRS responses, and compliance support.
• Secure, Digital Process – Upload documents, review returns, and sign electronically from anywhere in the world.

Starting a business is exciting—but getting the formation and compliance right is critical.
From choosing the right entity type to filing in the correct jurisdiction, every decision you make early on has long-term legal, tax, and operational implications.

We can help you avoid costly mistakes, missed deadlines, and legal risks that can stall your growth or put your business at risk.

Whether you’re forming an LLC, corporation, nonprofit, or expanding into new states, we handle the paperwork, filings, and annual compliance—so you can focus on building your vision with peace of mind.

• Business Formation Services

  Sole Proprietorship Partnership

  Limited Liability Companies (LLC) 

  Limited Liability Partnership (LLP) C Corporation

  S Corporation 

  Professional Corporation 

  Non for Profit Corporation

   Business Name Search & Reservations

   Fictitious Business Name (DBAs) 

  Trademark Search & Registration 

  Registered Agent Services

  Business Licenses & Permits 

  Federal Tax ID Numbers (EINs) 

  Sales & Use Tax Permits

  Payroll Tax Registration (SUI/SIT)

• Business Filings & Compliance

  Compliance Monitoring & Alerts 

  Registered Agent Services 

  Operating Agreements

  Annual Meeting Minutes

   Initial & Annual Reports 

  Articles of Amendments 

  Articles of Conversions

  Certificates of Good Standing

  Certified Copies of Documents Apostille

  Reinstatements Articles of Dissolution 

  Corporate Supplies Corporate and LLC Kits

  LLC Member Share Certificates 

  Corporate Stock Certificate

Offer in Compromise (OIC) Program

Resolve IRS Tax Debt for Less Than You Owe— Legally.

At JDC Tax & Finance, we specialize in guiding individuals and small
businesses through the IRS Offer in Compromise (OIC) process — helping eligible
taxpayers reduce their tax liability and achieve financial relief. With
U.S.-based oversight and Filipino operational support, we provide professional,
personalized, and cost-effective representation.

What Is an Offer in Compromise?

An Offer in Compromise is an IRS program
that allows qualified taxpayers to settle their tax debt for less than the full
amount owed. It’s a legitimate option when paying the full tax liability would
create a financial hardship or is otherwise not collectible.

Who Qualifies?

– You cannot afford to pay your full tax debt
– You are current on tax filings and estimated payments
– You are not in active bankruptcy
– You can demonstrate financial hardship or doubt as to liability/collectibility

Types of OIC We Handle

• Doubt as to Collectibility – You owe more than you can pay based on assets/income
• Doubt as to Liability – You believe the tax amount is incorrect or not owed
• Effective Tax Administration – You technically owe the amount, but full payment would cause hardship

Our OIC Service Package

Phase 1: Initial Consultation (Free)
– Eligibility evaluation
– Financial analysis
– Risk and likelihood assessment

Phase 2: Document Preparation & Strategy
– Full financial documentation & IRS form completion (656, 433-A/B)
– Calculation of minimum offer amount
– Strategy tailored to your case (cash vs. periodic payments)

Phase 3: Submission & Representation
– Professional submission of your OIC package to the IRS
– Dedicated tax professional assigned to your case
– IRS correspondence and follow-ups handled on your behalf

Phase 4: Post-Decision Support
– Appeal support (if rejected)
– Compliance monitoring (5-year rule)
– Payment arrangement assistance

Why JDC Tax & Finance?

• U.S.-Based Oversight – All strategies approved by licensed professionals in the U.S.
• Offshore Efficiency – Back-office support from our Philippines team for cost-effective service
• Full Transparency – Upfront pricing, realistic expectations—no false promises
• IRS Experience – Decades of experience negotiating directly with the IRS
• Customized Plans – No one-size-fits-all. We personalize your case strategy

Pricing Options

Basic Review Package: Start at $250
– Consultation + Eligibility Check + IRS Account Analysis

Standard OIC Filing: Starting at $2,500
– Full IRS Forms + Financial Analysis + Submission

Premium Representation: Starting at $3,500
– Includes Appeals, Payment Strategy, Compliance Monitoring

*Flexible installment options available. Full payment upfront may qualify for
discounts.

Common Problems We Solve

• Wage garnishment or bank levies
• Unmanageable back taxes
• Fear of IRS collection actions
• Complex financial situations
• Past rejections due to improper filings

Let us help you settle your tax debt legally and permanently.
At JDC, we under promise and overdeliver.

Take Control of Your Tax Problems Before the IRS Takes Control of You

At JDC Tax & Finance, we help individuals and businesses resolve IRS and state tax issues with integrity, precision, and empathy. Whether you’re facing unfiled returns, back taxes, penalties, levies, or audits, our U.S.-led team backed by cost-efficient offshore support provides powerful representation and practical solutions tailored to your situation.

Common Tax Issues We Resolve

– Unpaid back taxes
– Penalties and interest piling up
– IRS or state tax liens
– Wage garnishment & bank levies
– Unfiled or late tax returns
– Payroll tax problems
– IRS letters and notices
– Business tax compliance issues

Our Tax Resolution Service Offerings

• IRS Payment Plan (IA) – Setup of Installment Agreement to pay over time
  • Penalty Abatement – Relief from IRS penalties due to reasonable cause
  • Currently Not Collectible – Stops IRS collections temporarily due to financial hardship
  • Lien & Levy Release – Negotiations to release IRS-imposed wage garnishments, bank levies, or liens
  • Back Tax Filing – Preparation & filing of prior-year returns to restore compliance
  • Audit Representation – Full defense and communication with IRS/state during an audit
  • Payroll Tax Resolution – Plans for resolving delinquent payroll taxes (Form 941, TFRP)
  • State Tax Resolution – Representation and settlements with state tax agencies

Process Overview

Step 1: Free Confidential Consultation
– Review of your IRS and/or state transcripts
– Identification of issues, compliance gaps, and resolution options

Step 2: Compliance & Filing
– File missing returns, correct errors, and ensure tax filings are current

Step 3: Strategy & Negotiation
– Determine best resolution strategy (payment plan, hardship, penalty abatement)
– Handle all communications with tax agencies
– Submit necessary forms and supporting documentation

Step 4: Long-Term Support
– Monitor case progress
– Prevent future problems through tax planning and advisory

Why Choose JDC Tax & Finance?

• U.S.-Based Oversight – Expert-led guidance from licensed professionals in the U.S.
  • Offshore Efficiency – Full-service support from our offshore team, helping keep costs affordable
  • IRS Negotiation Expertise – Decades of experience navigating IRS systems, codes, and responses
  • Bilingual & Culturally Aligned – Especially effective for Filipino-American clients or international taxpayers
  • End-to-End Representation – You’ll never have to speak with the IRS—we handle it all

Pricing

Basic Resolution Review: Starting at $250
– Full review of IRS account + recommended next steps

Installment Agreement Setup: Starting at $750
– Includes compliance check + setup + all IRS communication

Penalty Abatement Request: Starting at $500
– Includes reasonable cause letter + follow-up with IRS

CNC Status Application: Starting at $1500
– Includes hardship analysis + IRS filing + annual monitoring

Lien or Levy Release: Starting at $750
– Based on case complexity and urgency

Audit Representation: Starting at $2,000
– Full defense with IRS or state agency

Full Service Tax Resolution: Starting at $3,000
– For complex cases involving multiple years and high liability

*Flexible plans and payment options available. Customized quotes based on case complexity.

When You Work with JDC, You Get:

– Peace of mind
– A legally sound strategy
– Reduced stress from IRS pressure
– Lower financial exposure
– A partner that underpromises and overdelivers

Let’s Resolve It Together