JD and Co

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5150 E La Palma Ave Ste 207
Anaheim, CA 92807

History

Julie L. Davis (CPA) is the founder and owner of JD and Company. She is an accountant specializing in both profit and non-profit organizations - as well as in providing accounting services, bookkeeping services and tax preparation for small businesses. Julie received her Bachelors degree in Business Accounting from Cal State University Fullerton in 1985. She worked in public accounting for a medium sized firm in Newport Beach which was later acquired by Deloitte & Touche. She earned her CPA license in 1989 and has continued to work in small business or non-profit accounting for the last 25 years. She started JD and Company in Orange County, California in 2004. She enjoys helping new businesses as they enter the marketplace and working alongside business owners to navigate the challenges of the highly regulated State of California. She is a member of the California Society of CPA's, the Yorba Linda Chamber of Commerce, and the Sunrise Rotary Club of Yorba Linda.

Specialties

Currently accepting new clients for tax extensions to complete filings for corporate or personal taxes. JD and Company is a Yorba Linda, CA Accounting company with a clear focus on client service. Let us lay the track for your venture to success -- be it personal or business. Call us today.

Reviews

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5.05 reviews
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Annie B.
8/2/2015

I had a wonderful experience with Julie. She is very professional and nonjudgmental. I brought in two years of tax "stuff" and multiple issues including Identity Fraud. Julie took the time to...

Roy B.
3/25/2019

JD and Co. has done our taxes for a few years now and they are excellent in their efforts to get us the largest refund possible! Thanks Julie and all !!! R.Burch

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Danielle H.
5/2/2016

Julie was great to work with! Very professional, knowledgeable, and accommodating to my work schedule. She also helped save us money on our taxes and answered all my questions.

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Kate W.
12/5/2013

I had a free consultation with Julie and she spent an hour with me. She stopped me from making an expensive tax mistake and even prepared a tax form for me as part of the consultation. I plan to...

David R.
4/9/2017

Julie was truly remarkable in her ability to adjust to my tax needs. Her efficiency and great communication made the somewhat daunting processes of filing for my federal and state taxes 100%...

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