A tax resolutions company knows how to navigate IRS processes and policies. Professionals handle communication and negotiation on your behalf, reducing stress and improving the chances of a favourable outcome.
A tax resolutions company knows how to navigate IRS processes and policies. Professionals handle communication and negotiation on your behalf, reducing stress and improving the chances of a favourable outcome.
A tax resolutions company knows how to navigate IRS processes and policies. Professionals handle communication and negotiation on your behalf, reducing stress and improving the chances of a favourable outcome.
A tax resolutions company knows how to navigate IRS processes and policies. Professionals handle communication and negotiation on your behalf, reducing stress and improving the chances of a favourable outcome.
A tax resolutions company knows how to navigate IRS processes and policies. Professionals handle communication and negotiation on your behalf, reducing stress and improving the chances of a favourable outcome.
A tax resolutions company knows how to navigate IRS processes and policies. Professionals handle communication and negotiation on your behalf, reducing stress and improving the chances of a favourable outcome.
As one of the best tax resolution firms, we deliver expert-led tax, accounting, and financial solutions backed by over 100 years of combined leadership experience. Headquartered in the U.S. with operational support in the Philippines, we proudly serve a global client base from individuals and startups to SMEs and financial firms.
We support a wide range of clients, including CPA firms, internal finance teams, and growing businesses, with services tailored to their industry, scale, and goals. Whether you need tax resolution, outsourced CFO services, or day-to-day bookkeeping, our dedicated professionals are here to help you grow with confidence.
We communicate directly with the IRS and state tax authorities on your behalf. As one of the best tax resolution firms, our team handles all correspondence, negotiations, and filings to bring your case to a successful resolution.
If you owe back taxes or haven’t filed in years, don’t worry. We can help you file past returns accurately and negotiate payment plans or settlements that work with your budget.
As a top tax resolutions company, we assess your eligibility for an OIC, a legal agreement to settle your tax debt for less than you owe. We guide you through every step to maximise your chance of approval.
We can set up a manageable monthly payment plan with the IRS, protecting you from further penalties or collections.
Our team will evaluate your case to see if you qualify for penalty relief or a reduction in accrued interest due to reasonable cause, such as illness, job loss, or natural disaster.
If the IRS has placed a lien or levy on your property or wages, we act fast to get them lifted. Our tax resolutions service aims to protect your income and restore your financial freedom.
We start with a free consultation to assess your tax issues, gather documentation, then develop a customized resolution plan. Our team handles all negotiations and filings on your behalf throughout the process.
Partner with JDC Tax & Finance today and experience expert financial solutions tailored to your unique needs.
Start building a smarter, more secure financial future.
Let’s achieve your goals together!
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
What you Get
Specialized Services
Our Proven Process
Why JDC Tax & Finance?
“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
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:
Advanced Strategies (ILIT, SLAT, GRAT)
For complex estates, we use sophisticated trust designs:
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
Entity Structure & Optimization
Federal, State & Local Tax Advisory
International & Cross-Border Tax Planning
Mergers, Acquisitions & Transaction Support
IRS & State Audit Representation
Estate, Gift & Succession Tax Planning
Who We Serve
Our tax advisory services are customized for:
Why Choose Us for Tax Advisory?
Experienced Tax Professionals: U.S.-licensed CPAs, EAs, and international tax consultants
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
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
Why Choose us for your Fractional CFO need?
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:
Who We Serve
Why Choose Us
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
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.
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)
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
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?
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
