Audit, Review & Compilation
Reliable financial reporting. Backed by trust and transparency.
At JD Tax Solutions, we provide comprehensive audit, review, and compilation services to ensure your financial statements meet compliance standards, inspire stakeholder confidence, and support informed decision-making. Whether you're required to meet regulatory needs or looking to improve transparency, our team is here to help.
What We Offer
Audit Services
A full examination of your financial records, offering the highest level of assurance. Ideal for regulatory filings, grant compliance, and investor relations.
Review Services
Limited assurance engagements through analytical procedures and inquiries—suitable for banks, lenders, and internal reporting.
Compilation Service
We organize your financial data into professional statements without assurance. Best for internal use or management insight.
When Do You Need These Services?
Loan or funding applications
Government or grant compliance
Annual reporting for stakeholders
Preparing for mergers, acquisitions, or audits
Board and donor transparency for nonprofits
Internal decision-making with clean financials
Who We Work With
Small and mid-sized businesses
Nonprofit organizations
Startups and growing enterprises
Professional services firms
Community-based programs
Private investors and partnerships
Why Choose JD Tax Solutions?
Experienced & licensed professionals
GAAP-compliant financial statement preparation
Fast, accurate, and confidential
Custom engagement levels to fit your needs
Seamless integration with your tax services
What’s the difference between audit, review, and compilation?
Audit: Full analysis with high assurance
Review: Limited assurance with fewer procedures
Compilation: No assurance; organizing data into statements
Do I need an audit or just a review?
It depends on your requirements. Lenders or grantors may specify it. We’ll advise on the best fit for your situation.
Are your services GAAP-compliant?
Yes, all our reports follow Generally Accepted Accounting Principles and meet regulatory standards.