Our Services

Expert Solutions Backed by 100+ Years of Experience

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For Individuals and Businesses (SMEs)

Practical Financial Solutions, Built Around Your Needs

At JDC Tax & Finance, we understand the everyday financial challenges faced by individuals and small business owners—from tax burdens and cash flow issues to compliance risks and lack of financial clarity. Whether you’re trying to stay afloat, get ahead, or build something new, we offer personalized, cost-effective solutions that are grounded in reliability, integrity, and a commitment to overdeliver.

We don’t make unrealistic promises—we deliver real, practical results. Our U.S.-based oversight and dedicated support teams ensure that you receive the attention, accuracy, and responsiveness you deserve.

Offer in Compromise

Settle tax debts for less than you owe, legally and permanently—if you qualify.

Personal & BusinessTax Filing

Timely, accurate returns for individuals, sole proprietors, and small businesses.

Tax Resolutions

Guidance and representation to resolve IRS issues, back taxes, penalties, and audits.

Bookkeeping & Budgeting

Stay organized, understand your numbers, and take control of your cash flow.

Financial Health Checks

We assess the full picture to identify risks, inefficiencies, and growth opportunities.

Year-End Planning

Maximize deductions, minimize surprises, and prepare for a stronger financial year ahead.

IRS & Compliance Support

Navigate complex reporting requirements and avoid penalties with expert guidance.

Business Formation & Compliance

Launch or formalize your business with the right structure and regulatory alignment.

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Ready to take control of your finances or scale your practice?

Contact us today and discover how JDC Tax & Finance can help you achieve your goals with confidence and clarity.
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For CPAs, Accounting Firms & Enterprises

Outsourced Financial Teams, Built for CPAs, Accounting Firms & Finance Departments

At JDC Tax & Finance, we specialize in delivering dedicated, full-time and team-based outsourcing solutions for accounting, bookkeeping, audit support, tax preparation, and other financial services. With operations in both the United States and the Philippines, we serve as a trusted extension of your firm or finance department—scalable, compliant, and results-driven.

Our model is built for CPAs, accounting firms, and enterprise finance teams that need reliable capacity without the overhead of hiring in-house.

Why Outsource with JDC Tax & Finance?

Outsourcing offers clear benefits:

  • Significant cost savings vs. hiring domestic staff
  • Access to highly skilled professionals
  • Scalability to meet seasonal or project-based demands

However, outsourcing directly overseas can come with risks: lack of U.S.-based oversight, accountability issues, communication barriers, and compliance uncertainty.

How We’re Different?

JDC Tax & Finance is U.S.-based, meaning your accountability begins and ends in the United States. While our skilled finance professionals are located in the Philippines, they operate under U.S. management, standards, and quality control. We bridge the gap between cost-effective offshore labor and the high expectations of U.S. firms—eliminating the risks while maximizing the rewards.

Whether you need a single dedicated accountant or a fully managed team, we build solutions around your workflow, timelines, and deliverables—offering end-to-end HR support, onboarding, training, and ongoing performance management.

Why the Philippines?

The Philippines is a global leader in outsourced professional services, often referred to as the Call Center Capital of the World, with nearly 2 million Filipinos supporting U.S. companies daily.  Filipino professionals are educated under a U.S.-influenced system, speak fluent American
English, and are known for their strong work ethic, cultural alignment, and service-oriented mindset.

Major U.S. corporations—including H & R Block, Deloitte, EY, UnitedHealthcare, Kaiser Permanente, IBM, Microsoft, Amazon, 1-800-Flowers, DocuSign, Wells Fargo, and AT&T to name a few—have long leveraged Filipino talent. According to the U.S. Small Business Administration, the Philippines is also recognized as the third-largest English-speaking country
in the world, making it a natural fit for high-quality, U.S.-standard support.

We provide part-time or full-time dedicated virtual staff and full team setups for:

CPAs and Tax Practices

Accounting Firms

Internal Finance Departments

Fractional CFO Models

Virtual Team Capabilities Include:

CPAs and Tax Practices

Accounting Firms

Internal Finance Departments

All staff are Philippine-based and managed under U.S. oversight with end-to-end HR support and scalability

SMEs We Support

Construction Companies

Medical Clinics

Dental Practices

Law Firms

Government Contractors

Assisted & Senior Living Facilities

Auto Repair & Body Shops

IT & Software Companies

Real Estate & Property Managers

Creative & Marketing Agencies

Nonprofits

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Consultation

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Tax Resolution

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