JMD Valuation and Tax Advisory, LLC
We Are Here To Advise
WHY CHOOSE US
A Boutique Valuation and Tax Advisory Firm
JMD Valuation and Tax Advisory, LLC is your go-to source for expert valuation and taxation reviews. Our team of seasoned professionals is committed to delivering customized advisory services that cater to your unique requirements. With over 40 years of experience in taxation and finance, the owner Joel M. DiCicco, PhD, MST, CPA is a trusted authority in the field. He is a faculty member at Florida Atlantic University and has held-level positions at the Internal Revenue Service.
LLC is a boutique firm specializing in the following services:
IRS Representation & Resolution
Income Tax Compliance Review
Tax Research and Analysis
Business Valuation Review
OUR SERVICES
We Offers Multiple Services
Throughout The Year
JMD Valuation and Tax Advisory, LLC is a boutique firm specializing in the following services:
Tax Research and Analysis
IRS Representation & Resolution
Navigating IRS challenges can be overwhelming, yet with strategic approaches, you can effectively manage the complexities of income tax resolution and regain financial stability. Our specialized expertise in IRS income tax resolution equips us to comprehensively handle the intricate details of your case, ensuring accurate assessment and resolution. Whether addressing audits, disputes, or compliance issues, we provide robust strategies tailored to safeguard your financial interests and alleviate the burdens associated with IRS interactions.
Tax Research and Analysis
Our Tax Research and Analysis services are designed to provide thorough insights and tailored solutions for your complex tax challenges. We conduct detailed examinations of federal, state, and local tax codes to ensure compliance and uncover opportunities for tax optimization. Keeping abreast of regulatory updates, we provide timely advice on changes that may affect your financial strategies. Our expertise includes researching tax case laws to support your positions and resolving technical tax issues with precision. We also analyze the tax implications of business transactions and offer strategic tax planning to minimize liabilities. Our custom reports deliver clear summaries of findings and actionable recommendations, empowering you to make informed decisions and achieve your financial objectives effectively.
IRS Income Tax Compliance Review & Resolution
Ensuring the accuracy of federal and state income tax returns for individuals and businesses operating in multiple states is essential for any CPA firm. Our comprehensive review process includes verifying the filing status, whether it is for an S corporation, C corporation, partnership, or any other entity type. By meticulously examining tax returns, we help identify and correct any discrepancies, ensuring compliance with all relevant tax laws and regulations. This thorough approach not only minimizes the risk of audits and penalties but also maximizes financial efficiency and peace of mind.
Business Valuation Review
We conduct a thorough evaluation and validation of business valuation reports prepared by third parties. Our review services, which are provided by experienced valuation professionals, ensure the accuracy, credibility, and reliability of the original valuation. By scrutinizing the methodologies, assumptions, and data used in the initial report, we provide an independent assessment that enhances confidence in the valuation's findings. This meticulous review process helps identify any potential issues or discrepancies, ultimately supporting informed decision-making and fostering trust among stakeholders.
THE OWNER
Dr. Joel M. DiCicco, a CPA, brings over 35 years of practitioner experience in finance, taxation, and accounting. He dedicated approximately 20 years to the IRS, progressively advancing to the role of Territory Manager for Financial Products. In this position, he managed and supervised the most complex and sophisticated tax structuring and valuation issues. Additionally, he served as Territory Manager for both Global High Wealth and Large Business Employment Taxes.
Dr. DiCicco has been a faculty member at Florida Atlantic University for more than 15 years and is now a full-time senior instructor for the Graduate Executive programs, where he lectures on accounting, finance, and taxation. He also contributes to the profession by serving on the Florida Institute of CPA’s Editorial Committee for CPA Today and the Accounting Principles and Auditing Standards Committee.
He earned his PhD in Public Administration with a focus on budgeting and finance from Florida Atlantic University. Additionally, Dr. DiCicco holds an MS in Taxation from Florida International University and an MBA in Finance from Manhattan College. He is also credentialed in valuation, forensics, and management accounting.