About JD’s Tax-Smart Wealth Management

About Us

High-Touch Service, Tax-Smart Strategies

JD’s Tax-Smart Wealth Management is an independent financial planning, wealth management, and tax firm founded by Jimmy D. Epley. After years serving clients in Las Vegas as a tax professional, Jimmy saw firsthand that people needed more than piecemeal advice—they deserved integrated guidance, broader choices in products and solutions, and deeper personal connection. Inspired to create a place where clients feel known and empowered, he built this firm to help you keep more, enjoy more, and feel truly cared for every step of the way.

Family-Focused & Independent<br/> By Design

Family-Focused & Independent
By Design

We pride ourselves on being independent because it allows us to treat every client like family. As an independent firm, we’re not limited by proprietary products or driven by sales quotas. We have the freedom and flexibility to choose from a wide range of products and solutions for true customization. Everything we do is tailored to your unique needs.

Simplify Your Life With Integrated Tax & Wealth Planning

We believe tax and wealth planning go hand in hand. Our in-house experience allows us to integrate tax-smart strategies directly into your financial plan and investment strategies, so you’re never left guessing or shuttling between multiple advisors.

How We Serve You

From client relationships to individual recommendations, these core values shape everything we do, ensuring you feel known, supported, and confident about your wealth and your future.

Lead With A Personalized Plan

We believe a plan is the true north for your financial journey. Through our process, we can help clients unlock opportunities and make confident, informed decisions regarding their wealth, estate, and retirement.

Communicate Well And Often

Regular communication is key to building trust and taking timely action. Through proactive engagement, we stay connected to you, your questions, and life changes, so we always show up how you need us.

Integrate & Maximize Value

We offer the added value of integrated, tax-smart planning, estate and trust services, and in-house tax preparation. When you work with us, you won’t need to consult multiple firms to get comprehensive answers and advice.

The Little Things Matter

Simplify & Enjoy
Your Wealth

Experience the difference of integrated guidance, personal connection, and tax-intelligent strategies designed entirely around your life. Let’s build a plan that helps you keep more and enjoy more.

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Meet Our Trusted Partners

As part of Avantax, JD’s Tax-Smart Wealth Management combines the power of a national network with the personalized service of an independent firm—giving you more resources, flexibility, and confidence in every decision.