Are We a Good Fit?

At JDT Edge Advisory, we work best with:

• Small business owners & entrepreneurs serious about growth, structure, and compliance
• Existing businesses looking to professionally restructure or separate personal/business finances
• International business owners seeking to expand or set up U.S.-based operations with proper formation, tax strategy, and compliance
• Clients who value year-round guidance — not just one-time tax help
• Families & professionals building long-term wealth and legacy
• Those affected by unethical tax preparers, especially via Form 8888 misuse
   

Let’s connect to see if JDT Edge Advisory is the right fit for your goals. During your free 15-minute call, we’ll discuss:

• Your business/tax concerns
• Your personal or family financial goals
• Where you need the most help and how we’ll support you

With a virtual-first model, we proudly serve clients across all 50 U.S. states — you’ll never have to leave your home.