A CPA You Can Rely On

Founder of JDS Financial Management PC — bringing 25+ years of experience, a University of Utah MBA, a personal connection to the medical profession, and dedicated attention to every client.

John D. Shreck, CPA, MBA

John D. Shreck

CPA, MBA — Founder, JDS Financial Management PC
linkedin.com/in/johnshreck

My path to accounting wasn't a straight line — and I think that's what makes me better at it. I grew up in Des Moines, Iowa, and it was actually my time as an accounting specialist in the U.S. Army that first sparked my interest in the field. After my service, I earned a bachelor's degree in Economics and Finance from the University of Iowa in 2002, and my career took off from there.

When my wife was accepted to medical school at Baylor in Houston, I followed her south — and honestly, it was one of the best things that could have happened for my career. I spent two years as a financial analyst before transitioning into public accounting with a prestigious local firm, where I earned my CPA license. In 2006, we moved to Salt Lake City for her residency, and Utah quickly became home. I continued growing my accounting career and earned my MBA from the University of Utah's David Eccles School of Business with an emphasis in Tax, Finance, and Operations.

Living alongside a physician for more than two decades — through medical school, residency, and attending practice — has given me a direct view of what physician finances actually look like. Hospital contracts, multi-state locum work, malpractice considerations, call schedules, deferred compensation, partnership buy-ins, and PC entity structures are part of the day-to-day reality of physician families, and that perspective informs how I work with clients.

After more than a decade of working inside other organizations, I founded JDS Financial Management PC in 2013 here in Salt Lake City. The reason was simple: I wanted to do things the right way. That means delivering quality advice at a fair price, working directly with clients, and treating every client's financial situation with the attention it deserves.

When you work with JDS Financial Management, you work with me. I'm responsive, accessible, and committed to delivering thorough, timely work — by phone, video, or in person. I leverage the latest technology to run lean and efficient, and those savings go directly back to my clients.

What Guides Everything We Do

Our core values aren't aspirations — they're the principles that shape every client interaction and every piece of work we deliver.

Integrity

We hold ourselves to the highest professional standards. Our clients trust us with sensitive information and consequential decisions — we take that trust seriously.

Proactivity

We don't wait for problems to surface. We anticipate issues, spot opportunities, and reach out to clients before it matters — not after.

Client-First

Every recommendation we make is in our client's best interest. We measure our success by yours — and we structure our relationships accordingly.

Continuous Learning

Tax law and financial regulations evolve constantly. We invest heavily in continuing education so our clients always receive current, accurate guidance.

Clear Communication

We speak plain English, not accountant-speak. You'll always understand your tax situation and the reasoning behind our advice.

Precision

In accounting, the details matter enormously. We take pride in the accuracy of our work and review every return with the care it deserves.

Ready to Work with a CPA Who Understands Physicians?

Reach out today to schedule your complimentary consultation with John D. Shreck.

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