**What services does JD Reid Financial offer?**

JD Reid Financial offers a range of services including individual tax preparation, small business/self-employed (1099) tax filing, catch-up/prior year tax returns, tax amendments, tax planning and consultation, and notary services. We prioritize accuracy, compliance-minded guidance, and clear explanations in plain language.

**How can JD Reid Financial help with my tax filing?**

We can assist with current year tax filing, help you catch up on prior year tax filing, and make amendments to your previously filed returns. Our expertise extends to assisting small businesses and self-employed individuals with their tax filing needs. We offer tax planning and consultation services to help reduce surprises and improve your year-round readiness.

**What is the process to get started with JD Reid Financial?**

To get started with JD Reid Financial, you can complete our intake form or reach out for assistance at https://jdreidfinancial.lovable.app. We will collect your full name, email address, location in North Carolina, the service you need, the tax years involved, your tax type, a brief description of your situation, your timeline/urgency, and your preferred contact method.

**What are the payment and pricing details at JD Reid Financial?**

At JD Reid Financial, we offer remote payment options and use a flat-fee model. Prices vary based on your situation, and we recommend referencing the Services section of our website for current flat-fee pricing and what's included. Payment may be handled via invoice for services or deducted from the refund when applicable.

**What notary services does JD Reid Financial offer?**

JD Reid Financial provides notary support for eligible documents in North Carolina. Our team guides clients on what documents they need to bring for notarization. The availability and eligibility of our notary services vary by document type and state rules.

Basic Return

Standard Return 

Advanced Return 

1099 Basic

1099 Advanced

Need to file taxes from a previous year? We can help you catch up and stay compliant. Pricing is per tax year filed, not combined. Example: If you need 2 years filed, the cost will apply to each year.

Prior Year Tax Filing (per year)

Tax preparation and notary services in Charlotte, NC.

JD Reid Financial

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