Income Tax Preparation
in Stuart, FL

Income Tax Preparation Services

Income tax season doesn’t just end in April. DFS can provide year-round tax preparation services so you aren’t caught off guard when it comes time to file. We offer services as simple as filing a standard 1040 to filling more complicated tax documentation. Best of all, all the information is kept on a secure system, allowing us to easily update the changes from one year to the next, making the process even more efficient.

We will assist you in your income tax needs, including:

• Easy, streamlined esignature filing
• Filing tax forms
• Filling out all required paperwork
• Filing amendments
• Federal, State, and Local taxes
• Help with IRS issues
• Providing a digital copy

We provide the ability to complete all paperwork using digital copies of your documentation, so no need to come into the office for a face-to-face meeting is necessary. We have a comprehensive Tax Checklist that we have compiled to provide us with all the documentation required to complete your yearly taxes.

Set up your appointment to meet with a tax specialist by calling our office at 772-335-0713. A one-hour annual appointment is complimentary and can be completed in person or over the phone.

Comprehensive Tax Preparation Services

At Diversified Financial Services, we offer a wide range of tax preparation services to meet the diverse needs of our clients:

• Tax Preparation for Families
  Families face unique tax situations, from claiming dependents to managing childcare and education expenses. We work closely with you to maximize your deductions and credits, ensuring you keep more of your hard-earned money.
• Tax Preparation for Small Businesses
  Small business owners can rely on us to manage their tax filings and deductions. From expense tracking to quarterly tax payments, we simplify the process so you can focus on growing your business.
• Tax Preparation for LLCs
  Our expertise ensures that Limited Liability Companies (LLCs) meet all tax requirements while maximizing eligible deductions for members.
• Tax Preparation for Independent Contractors
  We make tax season stress-free for independent contractors by assisting with self-employment taxes, expense tracking, and estimated tax payments.
• Tax Preparation for Partnerships
  From handling K-1 forms to ensuring compliance with federal and state tax regulations, we streamline the tax process for partnerships.
• Tax Preparation for S Corporations and C Corporations
  Whether you’re managing pass-through taxation for an S Corporation or filing comprehensive returns for a C Corporation, we provide tailored solutions to minimize tax liabilities.
• Tax Preparation for Non-Profits
  Maintaining tax-exempt status is crucial for non-profits. We help ensure compliance with Form 990 and other required filings.
• Tax Preparation for Rental Property Owners
  From tracking depreciation to optimizing deductions, our team helps rental property owners stay on top of their tax obligations.
• Tax Preparation for Real Estate Agents
  Real estate agents can benefit from our expertise in handling unique deductions like mileage, marketing expenses, and client activities.

Convenient Online or In-Person Tax Preparation

We understand that your time is valuable. That’s why we offer flexible options to make tax preparation as convenient as possible:

• Online & Virtual Services: Manage your taxes from the comfort of your home. Our secure platform allows you to upload documents, consult with our team, and complete your filings without stepping outside.
• In-Person Appointments: Prefer to meet face-to-face? Visit us at our Stuart office, where our friendly team is ready to assist.

Contact Us Today

Let’s simplify your tax season! Call us at 772-335-0713 to schedule your consultation. Whether you prefer online convenience or in-person meetings, Diversified Financial Services is here to make tax preparation stress-free for you and your business.

Serving Stuart, Palm City, Jensen Beach, Port St. Lucie, Jupiter, Ft. Pierce, Okeechobee, and the Treasure Coast, we’re committed to your success.