A CPA firm’s toolkit, online
Practical tools for accountants
and the businesses they serve.
JDB Accounting Solutions builds focused, professional-grade software for valuation, tax, and advisory work — starting with our flagship Valuation Processor.
Built by a practicing CPA · Bank-level encryption · Your data is never sold
One platform, one sign-in
The JDB Suite
A growing family of focused, professional-grade tools for valuation, tax, and advisory work — sharing one account and one bill.
Valuation
Valuation Processor
Take a closely-held business from tax return to a defensible conclusion of value — income, asset, and market approaches, reconciled, with a finished report in PDF or Word.
- ✓Reads Forms 1120-S, 1065, Schedule C & E into the exhibits
- ✓Three approaches with sensitivity & sanity checks
- ✓Letterheaded report, export to PDF / Word
Tax
ReturnReady
Prepare and review a full Form 1040 from a client's figures — import W-2s and 1099s, compute federal and state results line by line, and produce the official filled IRS forms.
- ✓Import W-2 / 1099 PDFs — with in-browser OCR for scans
- ✓Full federal + multi-state computation
- ✓Official filled IRS 1040, schedules & e-file export
Practice
Engagement Manager
Draft polished engagement letters and client proposals in minutes — reusable templates, scope and fee language built in, ready to send and sign.
Compliance
1099 Processor
Prepare, review, and e-file 1099s for your clients — import payees, validate TINs, and deliver recipient copies.
Founding offer
See it on your own numbers
Book a 15-minute walkthrough and we’ll build a real valuation report from your figures. The first 15 firms lock 50% off for life.
Prefer email? derrickcpa1@gmail.com