Maximize Your Tax Benefit
With Tax Smart Financial Strategies
Keep more of what you earn and get your money working for you.
Transforming Tax Strategy into Personal Wealth
Strategic Tax & Financial Planning for Individuals
At Jayd Advisors, we specialize in helping individuals and families reduce taxes, protect income, and build long-term financial security through proactive, IRS-compliant strategies. By combining deep tax expertise, modern financial tools, and a hands-on advisory approach, we turn complex tax and money decisions into clear, actionable steps for growing your wealth.
Discover how we can help you keep more of what you earn—and plan confidently for the future.
Our boutique approach ensures every client receives personalized, year-round support—not just at tax time, but at every stage of life.
Discover how we can support your success today.
Maximize Your Tax Benefit
Strategic Tax Planning
For Individuals
Proactive Tax Strategy—Not Just Filing
Our individual tax planning services are designed to help you legally and ethically pay the least amount of tax required—never a dollar more. We take a proactive approach, planning year-round so you’re never surprised by an unexpected tax bill.
Income & Investment Tax Strategies
Quarterly Tax Planning & Forecasting
IRS-Approved Tax Strategies
Fixed-Fee Simplicity
TAKE ADVANTAGE OF a Family OfficE
Holistic Support
The wealthiest Americans are often the most successful investors—and that’s no accident.
They benefit from the unified approach of a Family Office, which brings tax planning, investment management, and risk protection together in one cohesive strategy.
Experience the different of
Wealth Management
Retirement Planning
Risk Mitigation
Estate Planning
SMART PEOPLE INVEST WISELY
Stop Overpaying
Taxes can take 50% or more of your gains, but often don’t get the attention they should. The right investment program starts with tax considerations.
Wise investors also carefully consider all the costs of managing their money, and they use diversification to solve for a wide range of risks that go far outside the ones in their portfolio.
On top of all that, many investors simply do not know what their maximum downside loss exposure is.
Do you?
Can you say just how risky your portfolio really is?
It costs nothing to find out if your portfolio is right for you.
Get your Taxes First, Then Math Analysis with no obligation. After all, a quality second opinion never hurt anyone.
Use the form below to submit your investment statements securely and request your Taxes First, Then Math Analysis.
What Our Clients Are Saying
Read how we've helped clients turn financial uncertainty into confident planning and lasting success.
"Best in the city. Has managed my taxes for the past 7 years and has consistently surprised me with the savings she's found. Shelley Johnson is right when she says "It isn't just what you earn; it's also what you get to keep."
Christina P.
"Jayd Advisors - Shelley R Johnson has been my CPA for many years. She has an awesome team. They care about each client!"
Gladis R.
"Friendly, attentive, knowledgeable staff. Very well organized. Thank you kindly for all of your work. 🏆"
Alex S.
Ready to Keep More of What You Earn?
Let’s talk about how Jayd Advisors can simplify your finances, reduce your tax burden, and support your long-term goals.
One conversation could unlock thousands in savings—and set you on a smarter financial path.
At Jayd Advisors, we are dedicated to helping you craft your financial future with confidence.
Contact Us
Carmel Office:
11350 North Meridian St.
Suite 120
Carmel, IN 46032
P: (317) 843-1040
F: 317-843-1090
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