Accounting & Taxes
in Stuart, FL
Serving the Treasure Coast area including Stuart, Palm City, Jensen Beach, Port St Lucie, Jupiter, Ft Pierce and Okechobee.
Welcome to Diversified Financial Services, your go-to for top-tier accounting and tax solutions. Our seasoned team offers personalized assistance for individuals and businesses, ensuring accuracy and efficiency every step of the way. Whether you need help with personal or business taxes, our year-round tax services are here to support you. From tax preparation to financial planning, count on us to optimize your financial success.
What we Do??
Tax & Accounting Services
We will assist you in your personal and business tax needs, including:
- Compilation of Financial Statements
- Data Entry and Bank Reconciliation
- Financial Statements
- Monthly Bookkeeping
- QuickBooks Online Training and Assistance
- Tax Planning Services (can be added to any accounting or tax package)
Keeping all financial statements in one place is key to making sure that everything is ready for tax season. Call us for a Tax Checklist.
From personal income taxes to business taxes, we have you covered. Tax planning is provided to help you avoid unnecessary taxation and can be included with our accounting services.
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.
Tax & Accounting Benefits
- Exit and Capital Gains
- Insurance and Asset Protection
- Legal Entity Structures
- Legal Loopholes
- Maximize Deductions
- Retirement Planning
- Tax-Advantaged Wealth Management
