Tax Preparation Services in Raleigh
We help individuals and small business owners throughout Raleigh, NC with professional tax preparation, accounting, and IRS support, serving Durham, Cary, and Triangle area. As a Raleigh-based Enrolled Agent, I’m federally licensed to prepare tax returns and represent clients directly before the IRS if needed.
Meet Josh
I’m Josh Davis, founder of JD Tax Solutions, a Raleigh-based tax and accounting practice serving individuals and small businesses!
I’m an Enrolled Agent, Intuit Certified QuickBooks Online ProAdvisor (Levels 1 & 2) and an IRS Authorized e-file Provider, offering professional tax preparation, accounting, and bookkeeping services to clients in Raleigh and surrounding areas.
My focus remains on accuracy, reliability, and helping clients understand their tax situation without the confusion that often comes with it.
My approach combines bookkeeping, strategic tax preparation services in Raleigh, and professional IRS representation to give you complete financial confidence. Whether you're in Raleigh, Wake Forest, Apex, Garner, or anywhere across North Carolina, I help individuals and small business owners stay confident in their numbers and compliant year-round.
Whether you need help catching up on your books, preparing your tax return, or resolving an IRS notice, I'm here to make it straightforward and stress-free.
IRS Enrolled Agent (EA)
Federally authorized to represent taxpayers before the IRS
QuickBooks Level 1 Certification
Verified expertise in QuickBooks fundamentals, including setup, transaction recording, bank reconciliation, and basic financial reporting for small businesses.
QuickBooks Level 2 Certification
Advanced training in workflow automation, complex reporting, multi-user environments, and efficient bookkeeping processes that keep your business tax-ready year-round.
Complete Tax & Bookkeeping Services for North Carolina
Tax Preparation & Planning
I offer comprehensive tax services for individuals and small businesses throughout the Triangle and across North Carolina. From individual returns to partnership and S-Corporation filings, multi-state returns, tax planning, and IRS notice support, I can help! As an Enrolled Agent, I can represent you directly before the IRS if issues arise.
Services include:
Individual Tax Returns (Federal & North Carolina State)
Self-Employed & Small Business Returns (Schedule C, LLC)
Partnership Tax Returns (Form 1065)
S-Corporation Tax Returns (Form 1120-S)
Multi-State Returns
Tax Planning & Quarterly Estimates
IRS Notices & Audit Support (Protection Plus available)
Bookkeeping Services
Keep your books accurate, organized, and tax-ready year-round with professional bookkeeping services. Whether you're in Raleigh, Durham, Cary, Clayton, Holly Springs, or surrounding areas, I provide monthly support, catch-up projects, QuickBooks setup, and financial reporting. When your bookkeeping and taxes are handled together, you get better planning, cleaner records, and less stress at tax time.
Services include:
Monthly Bookkeeping
Catch-Up & Clean-Up Projects
QuickBooks Online Setup & Training
Bank Reconciliation
Financial Reporting
Contact me for specific bookkeeping pricing tailored to your business needs.
Why Clients Trust JD Tax Solutions
IRS Enrolled Agent (EA): Federally licensed to represent clients before the IRS in audits, collections, and appeals, one of the highest credentials in the tax profession
Certified QuickBooks ProAdvisor (Levels 1 & 2): Advanced training in bookkeeping automation, reporting, and efficient workflows to keep your business organized
IRS Authorized e-file Provider: Secure, professional electronic filing for all tax returns
Clear Process & Communication: You'll always know where you are, what's next, and when it's done
Remote Service Across North Carolina: Based in Raleigh with a secure virtual process serving clients in Wake Forest, Apex, Garner, Clayton, Zebulon, Knightdale, Holly Springs, Morrisville, Fuquay-Varina, Durham, Cary, Chapel Hill, Greensboro, Fayetteville, and throughout North Carolina
Serving Small Businesses & Individuals Across the Triangle & Beyond
JD Tax Solutions LLC proudly serves clients throughout the greater Raleigh-Durham area and across North Carolina. Whether you're located in the heart of downtown Raleigh or in one of the many growing communities across Wake County, Durham County, or Johnston County, I'm here to help with your tax preparation and bookkeeping needs.
Primary Service Areas:
Raleigh | Durham | Cary | Chapel Hill | Apex | Wake Forest | Holly Springs | Garner | Clayton | Zebulon | Knightdale | Morrisville | Fuquay-Varina | Greensboro | Fayetteville | Wilson | Rocky Mount | Goldsboro | Smithfield | Wendell
JD Tax Solutions LLC primarily serves clients remotely across North Carolina using secure document sharing to protect sensitive information. For Raleigh-area clients, in-person meetings may be available by appointment, depending on scheduling and service needs.