About JD Tax Solutions
Hi, I’m Josh Davis, founder of JD Tax Solutions LLC in North Carolina!
I’m a husband, a father, and I believe careful, honest work makes all the difference, especially when it comes to your finances.
Before starting this business, I played college basketball at NC State, Tulane, and San Diego State, and later spent time competing professionally overseas. That career taught me discipline and patience... qualities that now define how I handle every tax return and client relationship.
My Background
After years of running and managing small businesses, I saw how much stress unclear bookkeeping and confusing tax rules can create. I built JD Tax Solutions to give people a dependable place for tax help where the process is organized, the answers make sense, and the work gets done right.
Today, I work with individuals, families, and small-business owners across North Carolina, from Raleigh, Durham, and Cary to Apex, Wake Forest, Garner, Clayton, Zebulon, Knightdale, Holly Springs, Morrisville, Fuquay-Varina, and throughout the Triangle area and across North Carolina. I provide comprehensive tax preparation AND professional bookkeeping services to help you stay organized year-round and confident at tax time.
Whether you need an annual tax filing, monthly bookkeeping support, help catching up on your books, tax planning for the year ahead, IRS notice assistance, or ongoing financial organization you can trust, my goal is to make the process clear and dependable from start to finish.
What I Offer
Tax Preparation & Planning
Individual returns, self-employed and small business filings, partnership returns (Form 1065), S-Corporation returns (Form 1120-S), multi-state returns, tax planning and quarterly estimates, and IRS notice support for clients throughout Raleigh, Durham, Cary, Chapel Hill, Greensboro, Fayetteville, and across North Carolina.
Professional Bookkeeping Services
Monthly bookkeeping, catch-up and clean-up projects, QuickBooks Online setup and training, bank reconciliation, and financial reporting for small businesses in Wake Forest, Apex, Holly Springs, Garner, Clayton, and surrounding communities.
Complete Financial Support
When your bookkeeping and tax preparation are handled together, everything works more smoothly - your books stay tax-ready year-round, planning happens throughout the year (not just in April), and you work with one trusted advisor who understands your complete financial picture.
Credentials & Training
Intuit Certified QuickBooks Online ProAdvisor (Levels 1 & 2): Verified training in bookkeeping systems, reporting accuracy, and workflow design that supports strong financial records. Level 1 covers QuickBooks fundamentals, while Level 2 includes advanced automation, reporting, and efficient bookkeeping workflows.
IRS Authorized e-file Provider: Approved by the IRS to securely file tax returns on behalf of clients throughout North Carolina.
Enrolled Agent (EA): Enrolled agents are licensed by the IRS. They are subject to a suitability check and must pass a three-part Special Enrollment Examination, which is a comprehensive exam that requires them to demonstrate proficiency in federal tax planning, individual and business tax return preparation, and representation. They must complete 72 hours of continuing education every 3 years.
Enrolled agents may generally represent any taxpayer regarding any tax matter before any IRS office, also known as unlimited practice rights.
These credentials reflect my commitment to accuracy, integrity, and ongoing professional development in both tax preparation and bookkeeping services.
How I Work
When someone trusts me with their taxes or bookkeeping, I make sure to take time to understand what's going on behind the numbers, including the business, family, or any scenario you can share with me.
Every return is prepared carefully and reviewed before it's filed. Every set of books is reconciled before reports go out. Once your return is complete or your monthly books are closed, I stay available for you, so if questions come up later, you're not left on your own.
Why North Carolina Residents & Businesses Work With Me
Direct, Personal Service: You'll work directly with me, not a rotating team. Personal communication about your tax information, bookkeeping needs, and financial questions, whether you're in Raleigh, Durham, Cary, or anywhere across the state.
Confidence: My focus is to help you feel confident that your taxes are done right, your books are accurate, and everything is completed on time. No confusing jargon, just clear communication.
Year-Round Support: From monthly bookkeeping to tax season preparation to mid-year planning, I'm here to support your financial needs throughout the entire year.
Remote Convenience: Based in Raleigh, I work remotely with clients across North Carolina using secure cloud-based systems. Whether you're in Wake Forest, Apex, Holly Springs, Garner, Clayton, Zebulon, Knightdale, Morrisville, Fuquay-Varina, Chapel Hill, Greensboro, Fayetteville, or anywhere in between, we can work together seamlessly.
Let’s Work Together
I started JD Tax Solutions to give individuals and business owners across North Carolina a better experience, combining reliable tax preparation with professional bookkeeping services that keep things simple.
If you're ready for dependable tax or bookkeeping help from someone who takes the time to understand your situation and keeps you informed every step of the way, I'd be glad to connect.
Schedule a free 15-minute discovery call or request a quote!