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JRD Financial Services JRD Financial Services
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Business Details
20 Years
experience
Expert Accounting and Tax Services in Charlotte, NC
We are a full-service accounting firm dedicated to providing comprehensive financial solutions for individuals and businesses in Charlotte, NC. With over 30 years of experience in public and private accounting, our team specializes in tax preparation, IRS audit representation, QuickBooks support, and strategic business planning. Our commitment to personalized service ensures clients receive tailored solutions that address their unique financial needs. We prioritize transparency, professionalism, and client education, empowering business owners and individuals to make informed financial decisions.

Our expertise extends to forensic accounting, payroll management, and succession planning, ensuring businesses maintain compliance and operational efficiency. As a trusted advisor, we focus on minimizing tax liabilities through proactive planning while offering discreet resolution services for tax-related challenges. Our goal is to alleviate financial stress, allowing clients to concentrate on achieving their personal and professional objectives.
Services
Tax Preparation Payroll Services QuickBooks Setup Estate Planning IRS Audit Representation Business Valuation Financial Planning Forensic Accounting Cash Flow Management Succession Planning
Served areas
  • Charlotte, NC; Pineville, NC; Matthews, NC; Rock Hill, SC; Fort Mill, SC
Details
  • Year established: 2006
Highlights and features
  • Accounting
  • Tax
  • Tax Returns
  • Individual, Corporate, Business & Partnership Tax Returns
  • Offer In Compromise
  • Installment Agreement
  • IRS Issues
  • Tax Resolution
  • Tax Problems
  • Liens
  • Levy
Associations and certifications
  • NSEA
  • NSTP
  • NC Society of Accountants
Payment methods
  • Credit cards, Cash, Debit cards, Checks
Website
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We specialize in complex tax situations, maximizing deductions while maintaining compliance with federal and state regulations. Clients benefit from our expertise in minimizing tax liabilities through strategic planning.
IRS Audit Representation
We provide professional representation for IRS and state tax audits. Our team negotiates with tax authorities to resolve disputes, reduce penalties, and ensure fair outcomes. This service includes document preparation, audit defense strategies, and compliance guidance to prevent future issues.
QuickBooks Setup
Our QuickBooks setup service optimizes accounting systems for small to mid-sized businesses. We configure software settings, import financial data, and customize reports to streamline bookkeeping processes. Clients receive training to ensure efficient daily operations and accurate financial tracking.
Business Valuation
We conduct comprehensive business valuations for mergers, acquisitions, and succession planning. Our analysis considers financial performance, market conditions, and industry trends to determine accurate business worth. This service supports strategic decision-making for ownership transitions and growth opportunities.
Estate Planning
Our estate planning service helps individuals organize asset distribution and minimize inheritance taxes. We develop customized plans that address legal requirements, guardianship, and long-term financial security for beneficiaries through trusts, wills, and other instruments.
People
Reg Davies
Owner
Reg Davies, MBA and Enrolled Agent, has over 30 years of experience in public accounting. He specializes in tax resolution, business strategy, and QuickBooks consulting. Reg provides expert guidance for financial planning, IRS audit representation, and business succession strategies.
Questions
What accounting services do you offer for small businesses?
We provide small business accounting, payroll processing, cash flow management, and part-time CFO services to help businesses maintain financial accuracy and operational efficiency.
Can you help with IRS tax problems?
Yes, we offer IRS audit representation, back taxes resolution, and penalty negotiation services to resolve tax liens, levies, and wage garnishments effectively.
Do you provide QuickBooks support?
We offer QuickBooks setup, training, and troubleshooting services to ensure businesses use the software effectively for their accounting needs.
What tax planning strategies do you recommend?
Our tax planning focuses on legal strategies to minimize liabilities, including deductions optimization, retirement planning, and entity structure analysis tailored to individual and business circumstances.
How do you handle business succession planning?
We develop customized succession plans to ensure smooth ownership transitions, including valuation analysis, tax implications, and leadership continuity strategies for family-owned businesses.