JD Tax and Accounting Services

JD Tax and Accounting Services

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, professionalism, and responsiveness. Customers praise the team's expertise, thoroughness, and clear communication, with many noting long-term satisfaction. The online portal is user-friendly, and personalized attention is frequently mentioned. One negative review cites limited availability as a concern. Most clients highly recommend the service, emphasizing trust, efficiency, and outstanding results.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Multi-state Experience
Remote Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Multi-state Experience
Remote Services

Contact Information

Address

1104 Corporate Way

Sacramento, California 95831

Hours

Sunday Closed
Monday Closed
Tuesday 10AM-5PM
Wednesday 10AM-5PM
Thursday 10AM-5PM
Friday 10AM-5PM
Saturday Closed

Customer Reviews

We started working with Frances this past year. We are really happy with our experience. Frances and her team are responsive and communicate clearly. Their online portal is easy to use and Frances is thorough and conscientious. We are very glad we switched over to JD Tax and Accounting.

I highly recommend Josh Browne at JD Tax & Accounting. He is incredibly professional and handled my taxes with extreme attention to detail. He made the entire process stress-free. He found deductions and credits I would have never caught on my own which resulted in a much bigger refund. I felt confident knowing my taxes were in his expert hands because his communication was clear & timely. He has your best interest!

We've worked with JD Tax and Accounting services for about 5 years now, and have been very happy with them. They always respond promptly to our questions and submit our returns quickly. The process to enter our information is relatively easy and carries over to the next year. They are also reasonably priced. We look forward to working with them again next year.

We had a great experience with this tax service. Very easy to upload our information-- they kept us apprised of the progress at all times. Our return was promptly filed. We'll definitely use them again.

I've been doing taxes with this company longer than I can remember. No complaints ever, and I have no plans in leaving. Joshua is my current tax preparer, and he's better than anyone.

Wow, I have only praise for EA Joshua Brown, who prepared my individual tax return. We spoke several times during the process. In addition to doing my tax return expeditiously, he prepared a projection of what my estimated tax payments would be for this year. He answered a number of questions politely, timely (the same day or next) and was pleasant and professional throughout the process. What a pleasure it was to work with him in the preparation of my return! Best of all I got a refund when I thou

Joshua was very responsive to my concerns and answered every one of my questions before assisting my wife and I in filing our tax returns correctly. No issues at all. I'll definitely return as a client next year

Tax season brings me anxiety every year however having Joshua doing my taxes brings such relief. If I have any questions or concerns he is quick to answer my question and provide documents to back up his answer. Joshua is precise, effective, and knowledgeable on any tax question.

One of the best tax service experiences I have ever had. Fast, concise, communicative, saved me money. All you could ask for, I highly recommend.

I have been working with Frances & Joshua for a couple years now. They are quick to respond, very knowledgeable, and courteous. They really helped with my business & personal taxes!

Joshua was great to work with - responsive and accurate. I have every confidence that our return was done completely and accurately.

I?ve filed my taxes with J.D. Accounting for several years. There was a change this year with the system and Frances is working with the clients who have more complicated taxes. I was a little unsettled at first, but working with Joshua Browne was great! He responded quickly to any of my concerns. He was friendly, pleasant, polite and kept me informed of anything I omitted. I received my refunds within a few days of filing. Thanks, Joshua!

I have worked with JD Tax and Accounting Services for the past couple years and have been so grateful for Frances' thoroughness, patience, and kindness throughout the tax filing process. She is approachable for questions, provides prompt responses, and explains everything thoroughly and clearly. Filing taxes can be stressful, and Frances has helped to make it much less so. I am so happy to have found Frances and JD Tax and Accounting!

Excellent tax preparation and filing. We have been a customer for many years and always appreciate the wonderful staff and the effort they put in.

We used their services for a short period of time. We realised that we don't need accounting services because we didn't want to hire employees. This accounting firm activated our payroll account and now we have received $6000 bill from EDD . We tried to reach out to Frances to ask her why did we receive this bill and she keeps ignoring our emails and calls. I don't recommend their company. Frances, you never answered our emails and calls from Saturday untill Tuesday, you never called back. Because you didn

Working with JD Tax and Accounting was absolutely a positive experience. Francis was extremely knowledgeable and helpful. She sent detailed information about my amended return, the process and what to expect. The few questions I had were answered immediately. Everything was completed in a very timely manner.

Frances is a joy to work with - I would recommend her to anyone needing tax/accounting assistance.

We had a great experience with JD Tax and Accounting Services. Frances and Joshua and their team are knowledgeable, responsive, friendly, and professional. We?re grateful for their hard work, and we highly recommend them.

They are really fantastic! I tried several other accountants who seemed either really disengaged or overpriced or both. Frances and her team were super professional, organized, knowledgeable, responsive and fairly priced. Could not recommend highly enough!

Frances Hernandez from JD Tax and Accounting is a tax professional who offers truly exceptional customer service. Frances has great integrity and is highly conscientious about her work and best representing her clients. You can rest assured Frances works to stay on top of the latest information to keep her well informed, knowledgeable, and skilled in tax related issues. I especially appreciate that Frances is dedicated to her clients and takes pride in her work. She is a dream to work with, offering fant

Frances and Joshua are a pleasure to work with. Their advise is spot on and I really like the video with the all the points covered. Thank you.

Frances is amazing! She answered all of my questions, followed up on all the details to make sure everything was in line, and helped maximize deductions. The videos explaining the year-to-year comparisons are very informative and helpful in understanding my returns. I recommend her for anyone looking for a CPA. Thanks Frances!

Frances has been doing my taxes for a few years now and I'm very pleased with her service. I have a pretty complicated tax situation and she handles it with ease. She helped me set up an LLC for my business which has saved me a lot on taxes. She is very knowledgeable and professional and always responds to my calls or emails promptly. I highly recommend her for taxes and bookkeeping.

JD Tax and Accounting was one of the best tax services I have used. Frances was fast with the paperwork and made sure I knew what was going on during the process as well. Every document needed I got a copy of which was very much appreciated. I feel like I got my best personal tax refund thanks to JD Tax and Accounting. If you are looking for a quick and reliable Tax service, I would definitely recommend going here first.

Frances is awesome and her expertise and professionalism is the reason I have kept working with her and JD Tax and Accounting Services even though I moved from Sacramento two years ago. Thank you, Frances! Keep up the excellent work and service.

JD Tax and Accounting Services have been serving my family for about 5 years. They are competent and professional in their services. I am grateful for their service. Clista Hammond

I?m happy with the tax prep for my individual return. Thank you!

Frances helped me with what felt like a very complicated amendment of my taxes, and made it seem so easy! She's extremely quick to respond and had my request taken care of within a few days, clearly laying out the plan of action and communicating through all steps. Thanks so much for your help!

Frances is the best! She has been helping me with taxes for the last several years. As I reside in Europe tax issues have become more complicated. However, Frances is always there, and responds quickly to my questions. The firm's portal is easy to use and submitting the documents online presents no problems. I highly recommend Frances.

I used Frances for years doing booking and taxes. I never second guessed her work before until I decided to have another accountant double check things. Turns out I was over paying. She never asks questions an accountant with the best interest for a client should be asking. Then turns me into a collection agency for taxes that hadn?t been fully prepared after only 30 days of receiving an invoice without any warning. Awful service

Great service, great communication, expert, and knowledgable. Highly recommended.

My wife and I have been using JD Tax for the last two tax seasons and we really couldn?t be happier. At this point, Francis is wearing many hats for us operating as our accountant, educator, industry guide and friend. I can?t tell you just how much we?ve learned from her the last year through videos she?s created to help us close gaps in our tax strategy, literature she?s recommended to keep us financially on track and in the right mindset, as well as her willingness to always talk me through the never endi

So happy to have found Frances at JD Tax and Accounting Services. She's professional, knowledgeable, and responsive. Tax prep was easy this year! We'll definitely be going back next year.

I was looking for an accountant as i had just started a new business and i did not want to deal with the accounting part of it; all i wanted to do was concentrate on making money. After talking to friends and colleagues it felt like everyone kept on sending me to "not right sized" business . I was looking for a true A to Z solution that would do all that i required and did not try to upsell me a catering staff. My best friend informed me that his sister had opened her own office a few years ago and was taki

JD has been handling my personal and business taxes for several years now. They also handle all my bookkeeping. Frances and her team are highly professional, competent and responsive.

I had not heard from my tax person since my extension was submitted and I was in desperate need to file by deadline. Luckily, I messaged this firm and Frances came to my rescue!!! Frances was SWIFT, KIND , EXTREMELY KNOWLEDGEABLE and EFFICIENT. Oh, HUGE SHOUT OUT to Alba!!! Without ever meeting me in person and as a new client I definitely felt like I received VIP treatment. I am so appreciative of the immediate assistance I received. And during a very busy( tax) time, that I am now a customer for LIFE

JD Tax and Accounting is by far one of the BEST companies I?ve had the pleasure of working with. They are very organized, educated and dedicated to satisfying your business needs. You can clearly see they put passion into their work to ensure all of your questions and needs are being met beyond expectation. My company has just found it?s long term accounting company with JD Tax and Accounting. You will be beyond pleased to work with their staff and I?m certain you will have the similar rewarding experience!

Quick work, very professional. Appreciate their responsiveness.

Thank you Josh for helping. Made this process so easy.

Wonderful. Helpful. Professional. Cannot recommend them enough!!!!!

Painless!!! Fast and easy to upload documents.great instructions.

If you need accounting services or your complicated taxes filed look no further. I found Frances when I was looking for someone to take care of my taxes, after my guy unexpectedly passed away. I run a business and my kryptonite is all things paper work. My taxes are particularly complicated, but I have no idea what is deductible, or what percentage and so on. I send her a rediculous summation of my spending and she gets it all done. This year with the covid 19 pandemic I asked her if she would be willing

This is my third year having JD Tax and Accounting Services do my taxes for me and I'll be back next year for sure. I don't have to worry about anything, they make it so easy. Wonderful customer service, too.

JD TAX and Accounting is a God send, Frances is a fantastic professional. I knew this years taxes were going to be off the hook complicated so I looked for the best I Could find and I believe I found in at JD TAX and Accounting.professional and reasonably priced.

Frances is great and very helpful! Entire process was easy. Best tax preparation service in Sacramento area. Highly recommended.

The service is superb with concern, care, response to questions, and ease of working together at a distance. I highly recommend the service of JD Tas and Accounting Services.

Best accounting services I have received, this is my fifth accountant. Very high level, highly organized, professional, courteous, detail oriented, responsive.

I like working with Frances. She is very prompt and professional. I recommend her for tax services.

JD tax is a great place to have any type of tax or accounting work done. The owner is very knowledgeable and can give you a professional and trustworthy experience for your business needs.

JD Tax is the best tax company I have work with I really appreciate the hard work that they done for my business Dennis with Cleanamerica.

Trying to do my taxes this year. These people are never available when I call. To have a business open only 3 out of 7 days of the week during tax season is unacceptable.

Personal, experienced, professional, great accountant!

Impressed! As happy with the virtual process and service as I was with the pre-pandemic ones. Communicative, pleasant and well-informed. Will definitely stick with them for future services!

Frances was incredibly helpful and knowledgeable. We will definitely be back next year and would recommend!

Welcoming, patient, thorough, and fast. We will never work with another CPA. Thank you, JD Tax and Accounting Services!

Frances is all over it! She is insanely fast and efficient through emails. Thanks Frances!

Excellent service. Would highly recommend. Will be using Frances for many years to come.

We are so thankful to have found Frances we wouldn't use anybody else.

Was a very good experience. Very fast any complete great job.

Been going through JD Tax for many years now. Great service!

Great service!!! Highly recommend!!!

Always great experience! Working with Frances is a pleasure!!!

Excellent Service, thank you Frances!

Great experience for the past 2 years.

Professional and efficient

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.