JD Tax Preparation Services

Welcome to JD Taxes

Your trusted partner in tax preparation, bookkeeping, and financial clarity.

At JD Taxes, we believe every number tells a story—and every client deserves personalized, honest, and expert guidance. Whether you’re filing a simple return or managing the finances of a growing business, we’re here to simplify the process and help you make smart, confident decisions.

From tax season and beyond, we’re committed to providing year-round support, bilingual service, and solutions tailored to your goals. Let’s build your financial future—one step at a time.

Why choose me?

Trusted by families, entrepreneurs, and small businesses since 2020

Experience You Can Trust

Since 2020, I’ve helped hundreds of individuals and business owners navigate the complex world of taxes and finances. With hands-on experience in tax preparation, bookkeeping, payroll, and insurance services, I bring knowledge, precision, and insight to every client I serve.

Personalized, Year-Round Support

I’m not just here during tax season. As Office Manager at Rivera Immigration Law, I work year-round helping the community with organization, planning, and financial guidance. I build long-term relationships with my clients—because your peace of mind is my priority.

Bilingual & Culturally Connected

As a bilingual professional, I understand the unique needs of the Latino community. Whether it’s navigating IRS forms, starting a business, or protecting your family with insurance, I explain every step clearly and respectfully

I’m

Juan de la Rosa

I’m a tax preparer with experience since September 2020, helping individuals, families, and small businesses meet their tax obligations efficiently and strategically. Since the beginning of my career, I’ve worked with passion and dedication, providing personalized service that stays up to date with the latest tax laws and regulations.

In addition to my background in tax preparation, I am a professional bookkeeper and payroll specialist, which allows me to offer a comprehensive approach to business financial management. I assist entrepreneurs and business owners in keeping their books organized, filing quarterly tax reports, and ensuring full legal compliance in their accounting and payroll processes.

I also hold active life, auto, and homeowners insurance licenses in the states of New Jersey (NJ), Delaware (DE), New York (NY), and Pennsylvania (PA). This certification enables me to advise and protect my clients in key financial areas beyond just taxes.

Outside of tax season, I proudly hold an important leadership role as Office Manager at Rivera Immigration Law, a respected law firm where I oversee daily operations, client communications, and case management. This position allows me to continue serving the community with professionalism, organization, and integrity year-round.

My commitment is to provide professional, transparent, and reliable service—always focused on the financial well-being of those who trust me.
At JD Taxes, I don’t just file forms—I help you build a strong financial foundation.

Juan de la Rosa

I’m a tax preparer with experience since September 2020, helping individuals, families, and small businesses meet their tax obligations efficiently and strategically. Since the beginning of my career, I’ve worked with passion and dedication, providing personalized service that stays up to date with the latest tax laws and regulations.

In addition to my background in tax preparation, I am a professional bookkeeper and payroll specialist, which allows me to offer a comprehensive approach to business financial management. I assist entrepreneurs and business owners in keeping their books organized, filing quarterly tax reports, and ensuring full legal compliance in their accounting and payroll processes.

I also hold active life, auto, and homeowners insurance licenses in the states of New Jersey (NJ), Delaware (DE), New York (NY), and Pennsylvania (PA). This certification enables me to advise and protect my clients in key financial areas beyond just taxes.

Outside of tax season, I proudly hold an important leadership role as Office Manager at Rivera Immigration Law, a respected law firm where I oversee daily operations, client communications, and case management. This position allows me to continue serving the community with professionalism, organization, and integrity year-round.

My commitment is to provide professional, transparent, and reliable service—always focused on the financial well-being of those who trust me.
At JD Taxes, I don’t just file forms—I help you build a strong financial foundation.

Services

#1

Individual Tax Preparation (Form 1040)

We prepare tax returns for individuals and families, covering all types of tax situations:

We evaluate your financial situation to maximize credits and deductions such as the Child Tax Credit (CTC), Earned Income Tax Credit (EITC), and other tax benefits.

Our goal is to help you stay compliant with tax laws and obtain the largest refund possible, quickly and securely.

#2

Business Tax Preparation

We offer tax preparation services for all types of businesses: LLCs, corporations, independent contractors, and sole proprietors. This includes filing forms such as 1065 (partnerships), 1120 (corporations), and Schedule C for sole proprietors. We identify all possible deductions and operating expenses to reduce your tax burden and keep your business in compliance with the IRS.

#3

Amended Tax Returns (Form 1040X)

If you made a mistake on a previously filed tax return, we can correct it through an official amendment. Whether you forgot to include income, dependents, deductions, or received a letter from the IRS, we help you file Form 1040X and resolve any discrepancies.

#4

Past Due Tax Returns

If you haven’t filed taxes in several years, we help you prepare and submit multiple back tax returns. We work with you to gather the necessary documents and bring your tax situation current with the IRS, helping you avoid severe penalties and seek affordable resolutions if you
owe back taxes.

#5

Tax Filing for Foreign Nationals and Non-Residents

We assist individuals with visas, ITINs, or non-resident status in filing their U.S. tax returns accurately. We prepare Form 1040-NR and ensure compliance with international tax treaties and IRS requirements. Ideal for international students, temporary workers, and foreign nationals
earning income in the U.S.

#6

Tax Credits for Children and Dependents

We carefully evaluate whether you qualify for child, dependent, or childcare tax credits. We apply benefits such as the Child Tax Credit (CTC), Other Dependent Credit (ODC), and the Child and Dependent Care Credit to maximize your refund according to the most recent IRS rules.

#7

Annual Tax Planning

We offer tax planning consultations for both individuals and businesses. Our goal is to help you reduce your tax liability legally, forecast potential refunds or balances due, and make informed decisions before the end of the tax year. Ideal for those who want to avoid surprises from the
IRS.

#8

ITIN Application (Form W-7)

If you or a family member does not have a Social Security Number, we assist in applying for an ITIN (Individual Taxpayer Identification Number) so you can file your tax return legally.

We guide you through the entire process, from document preparation to IRS submission.

#9

Business Formation in All 50 States

We provide full-service business formation and registration in all 50 U.S. states. Whether you want to form an LLC, a Corporation, or a Non-Profit organization, we guide you step-by-step.

Our service includes drafting foundational documents, obtaining your EIN, choosing your tax classification, and meeting all state requirements.

Schedule an Appointment

Let’s Make It Happen Your time matters—and so does your peace of mind. That’s why we’ve made it effortless to book your appointment. No long forms. No phone calls. Just a few clicks.

Hit the button below, pick the time that works for you, and leave the rest to us. Simple. Fast. Done. We can’t wait to help you move forward.

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