Providing expert tax and accounting services for over 25 years, we specialize in tax preparation and accounting services to ensure financial peace of mind for our clients.
Get personalized tax and accounting services in-person or electronically through our secure document exchange portal.
Our approach
Embracing a versatile approach, we seamlessly handle tax preparation and accounting through in-person or electronic document exchange. Beyond tax filing, we guide clients in new business setups with federal and state agencies. Committed to excellence, we stay abreast of the latest tax laws through continuous education. Your financial security is our priority, ensured through our secure document exchange and robust data security measures.
Secure document exchange
Experience the convenience of our secure document exchange portal integrated into our cutting-edge tax accounting software. Clients can effortlessly upload documents, granting us swift access for meticulous return preparation. Completed tax returns are securely placed in the portal for your review, ensuring transparency and collaboration. Simplify the final steps with seamless exchange of signed tax documents, streamlining the process for an efficient and secure client experience.
In-person and remote options
We are conveniently located in both the Western Suburbs of Chicago and the Charlotte metro area. Live out of state or can’t make it in person? No worries – we’ve got a document exchange portal available to share documents securely.
Our services
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Tax Preparation
Federal, State, and Local filings
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Accounting Services
Small business finanical preparation and reporting
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New Business Setup
Filings for Federal, State, and Local requirements of starting a new business
About Me
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JoDee Daniels, President
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Professional Tax Preparer for over 25 years
IRS AFSP Certificate for 2023 filing season
Welcome to Simply Tax and Accounting, where expertise meets experience in the world of tax and financial management. With over 25 years of dedicated service in tax returns, JoDee is a seasoned professional with an MBA from Aurora University and currently certified with the IRS AFSP 2023 filing season.
Originally hailing from Naperville, IL, JoDee has been an integral part of the Chicago tax landscape, garnering a reputation for excellence and reliability. Having moved to the vibrant city of Charlotte, NC, almost four years ago, JoDee has seamlessly continued her passion for tax services while also holding a daytime position as an accountant for a tech company.
At the core of JoDee's commitment is a wealth of knowledge and a multifaceted skill set. Specializing in tax returns, JoDee extends her expertise to encompass accounting and new business consultation, ensuring a comprehensive approach to financial success.
Outside the world of numbers, JoDee finds joy in the great outdoors. Whether it's cruising in the camper, riding the waves on jet skis, or peacefully paddling a kayak, the love for nature is an integral part of JoDee's life. This passion extends to quality family time, as JoDee cherishes moments with her fiancé, two adult children and three dogs.
At Simply Tax and Accounting, expect not only precision and reliability in your financial matters but also a personal touch that stems from a genuine love for what JoDee does. Your financial success is not just a transaction – it's a journey JoDee is honored to navigate with you.
Join the growing list of satisfied clients who have entrusted their financial well-being to JoDee. Get in touch today, and let's pave the way for your financial success together.