JDT Associates 
                                                                               Precision.  Quality.  Perseverance.

Individual Tax Planning & Preparation                                        (888) 827-9787
At JDT Associates,we anticipate and adjust to ever-changing state and federal tax laws and regulations to eliminate surprises. With every financial decision comes a tax issue, and these days, tax laws seem to change instantly.  We seek opportunities to minimize tax and recommend favorable tax structures to optimize your tax position.  We'll monitor the changes and help you stay in compliance with tax strategies that benefit you.


TAX PREPARATION SERVICES
- Income Tax Preparation and Planning
- Previous Tax Return Amendments
- Electronic Filing
- Direct Deposit of Tax Refunds
- Refund Anticipation Loans
- Tax Consultation Services and IRS Representation
- Succession & Retirement Planning


INVESTMENT PLANNING

At JDT Associates we have the knowledge and experience to help you meet your financial objectives. We look at the whole picture, then recommend strategies to ensure you're making the most of your hard-earned assets.


ESTATE PLANNING
You probably know what tax bracket you're in, but are you aware that estate tax rates run from 37% to 55%? Estate taxes are no longer a problem that affect only the very wealthy. Considering the value of your home and life insurance, your estate may already be facing a sizable tax. The last thing that you want is an estate plan loaded with tax surprises.  JDT Associates can guide you in forming a timely and effective estate plan that will provide tax-savings as well as other benefits.


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JDT Associates is an authorized IRS e-file provider.

JDT Associates delivers expert advice that keeps our clients coming back year after year.  We help our clients keep more of what they make.

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