Our Advisory & Consulting Services

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• LLC Formation & State Business Registration
• EIN Application Assistance (IRS)
• Business Entity Selection & Structuring (LLC, S-Corp, C-Corp)
• Operating Agreement Preparation & Customization
• Business Bank Account Setup Guidance
• Startup & Small Business Consulting
• Personal & Business Financial Separation Strategies
• Small Business Tax Planning & Optimization
• S-Corporation Election & Tax Strategy Guidance
• Business Financial Management & Cash Flow Advisory
• Annual Report Filing & Regulatory Compliance Support
• Business Growth & Expansion Strategy

Your Business. Your Vision. Our Expertise.

• Bookkeeping Setup, Organization & Training
• Monthly & Quarterly Bookkeeping Services
• Financial Statement Preparation (Profit & Loss, Balance Sheet & Cash Flow)
• Income & Expense Tracking and Categorization
• QuickBooks Setup, Integration & Training
• Accounts Payable & Accounts Receivable Management
• Bank & Credit Card Reconciliations
• Cash Flow Management, Monitoring & Forecasting
• Chart of Accounts Setup & Optimization
• Historical Bookkeeping Cleanup & Catch-Up Services
• Financial Reporting & Performance Analysis
• Small Business Accounting Advisory & Consultations
• Year-End Bookkeeping & Tax Preparation Support
• Accounting Process Improvement & Automation

Stay Organized. Stay Compliant. Stay Focused on Growth.

• Individual Tax Planning & Tax Optimization Strategies
• Personal Tax Filing Support & Tax Return Review
• Investment Education & Portfolio Management Fundamentals (Stocks, ETFs & Index Funds)
• Retirement Planning Education (401(k), Traditional IRA & Roth IRA)
• Children's Financial Planning Education (529 College Savings & Custodial Accounts)
• Personal Budgeting, Savings & Financial Goal Setting
• Debt Management & Credit Improvement Education
• Cash Flow Management & Financial Wellness Coaching
• Financial Literacy Workshops & Personalized Training
• Homeownership & Mortgage Readiness Education
• Generational Wealth Building & Financial Legacy Education
• Estate Planning & Trust Education and Coordination
• Tax Refund Fraud Assistance & IRS Form 8888 Guidance
• Long-Term Financial Planning & Wealth-Building Strategies

Your Money. Your Goals. Your Financial Future.

Disclaimer: Investment-related services are limited to financial education and general planning unless provided through appropriately registered investment advisory professionals. Legal, tax representation, and estate document preparation services are subject to applicable professional licensing requirements.

• Nonprofit Organization Formation & 501(c)(3) Application Guidance
• Nonprofit Tax-Exempt Status & IRS Compliance Education
• Nonprofit Financial Management & Bookkeeping Advisory
• Family Trust & Estate Planning Education
• Generational Wealth Transfer & Legacy Planning Education
• Asset Protection & Wealth Preservation Education
• Business Succession & Ownership Transition Planning
• Tax Education for Entrepreneurs & Small Business Owners
• Business Tax Deductions, Credits & Compliance Education
• Multi-Entity Business Structure & Holding Company Consulting
• Family Financial Planning & Wealth-Building Workshops
• Strategic Financial Education & Personalized Consulting

Protect Your Legacy. Strengthen Your Foundation. Plan for Generations.

Disclaimer: Trust formation, estate documents, legal advice, and legal asset-protection strategies require appropriately licensed legal professionals. JDT Edge Advisory provides educational guidance and coordinates with qualified professionals where necessary.

We help U.S.-based and international professionals navigate the American job market, strengthen their professional profiles, and prepare for remote employment opportunities with U.S. companies.

Our Services Include:

• U.S.-Style Resume Writing & Optimization
• LinkedIn Profile Development & Personal Branding
• U.S. Remote Job Search Strategy & Guidance
• Job Application Strategy & Career Positioning
• Interview Preparation & Mock Interviews
• Salary Negotiation & Compensation Coaching
• Career Transition & Professional Development
• Independent Contractor & 1099 Work Education
• U.S. Workplace Expectations & Remote Work Readiness
• International Professional Career Advisory

Your Skills. Your Career. Your Next Opportunity.

Employment opportunities are subject to employer eligibility requirements, geographic restrictions, and applicable work authorization laws. Job placement, sponsorship, and employment outcomes are not guaranteed.