Tax Preparation for Individuals & Small Businesses in North Carolina

I help North Carolina individuals and small business owners stay organized at tax time and file returns they can feel confident about. Every return is prepared with care and communication that removes the stress from tax season.

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Meet Josh

I’m Josh Davis, founder of JD Tax Solutions!

I’m an Intuit Certified QuickBooks Online ProAdvisor (Levels 1 & 2) and an IRS Authorized e-file Provider, combining bookkeeping expertise with professional tax preparation.

I’ve also completed the first part of the IRS Enrolled Agent exam, a step toward earning the credential that allows me to represent clients directly before the IRS. My focus is on accuracy with your information, reliability, and helping clients understand their tax situation without the confusion that usually comes with it.

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Level 1

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EMAIL JOSH
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Level 2

Tax Services

I offer tax preparation and planning services for individuals and small businesses throughout North Carolina:

Individual Tax Returns
Federal and state filing for residents and families

Self-Employed & Small Business Returns
Schedule C, LLC, and contractor filings

Multi-State Returns
For remote workers, relocations, or businesses operating across states

Tax Planning & Estimates
Guidance to help you plan ahead and reduce surprises next year

IRS Notices & Audit Support
Audit Defense included through Protection Plus, with coverage up to $1 million

If you’re not sure what applies to your situation, we’ll talk it through together and build the right plan based on your business and your needs.


Why Clients Trust JD Tax Solutions

Credentials: Certified QuickBooks Online ProAdvisor (Levels 1 & 2) and IRS Authorized e-file Provider

Clear Process: You’ll always know where you are, what’s next, and when it’s done

Communication: Quick responses and straightforward updates

Remote Access: Serving individuals and small businesses across North Carolina

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Certified QuickBooks ProAdvisor
(Level 1)

Certified QuickBooks Level 2 ProAdvisor badge from Intuit.

Certified QuickBooks ProAdvisor
(Level 2)

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IRS Authorized e-file Provider

Make Tax Season One Less Thing to Worry About

Connect With Josh

Whether your filings are overdue or you’re simply ready for someone else to handle them, I can help!

I offer catch-up and clean-Up projects to get your records in order, and ongoing support to keep things organized moving forward.

You’ll work directly with someone who’s certified, experienced, and focused on accuracy, communication, and getting your return done right from start to finish.

Schedule a free 15-minute discovery call or request a quote today!

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