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 Rock Hill, SC extending to 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, Owner
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Professional Tax Preparer for over 25 years
IRS AFSP Certificate
Simply Tax and Accounting was founded in 2020, beginning with preparing tax returns for family members and close contacts. Through referrals and trusted relationships, the business quickly grew to serve individuals and small businesses throughout the Chicagoland area. Six years ago, JoDee relocated to Rock Hill, South Carolina, expanding services while continuing to support long-standing clients. Built on trust, accuracy, and personal service, Simply Tax and Accounting reflects JoDee’s genuine passion for helping clients navigate their tax and accounting needs with confidence.