Our Services

Diversified Financial Solutions PC

At Diversified Financial Solutions PC, the careful management of your finances is our top priority. We pride ourselves on giving you personalized and thorough service that meets your business or individual needs.

We provide a full range of tax and accounting services for our clients and offer consulting services for special needs.



Accounting & bookkeeping Services

We provide live and after-the-fact bookkeeping services as well as compilation and review of financial statement services. We offer these services on both an ongoing and a special needs basis. Please call us for details on how we can fulfill your accounting and bookkeeping needs.

Visit our set of Financial Calculators for quick answers on topics such as your IRA, investments, your child's college tuition, and your mortgage or credit card calculations.

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Tax Services

At Diversified Financial Solutions, PC, we provide tax services for individuals, trusts, estates, and a wide range of businesses including LLC's, C & S-Corporations, and Non-Profits.

Looking for a little information right now? View the latest Tax and Financial News article in our Newsletter.

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When the time comes for Estate Settlement, the professionals at Diversified Financial Solutions will guide you through the process with ease.  We will develop a plan that ensures the proper execution of the Estate.  We can provide flexibility of the Probate and Estate Administration by performing as much or as little as the executor desires.

We provide the following services:

  • Assistance in the development of a comprehensive estate plan to ensure wealth preservation.
  • Handling the entire Estate Administration process including Final Accounting, and all Federal and State tax filings.
  • Provide Executor and Trustee Services.
  • Preparing Federal and State Fiduciary Income Tax Returns for Estates and Trusts and Gift and Generation Skipping Transfer tax returns.
  • Prepare Trust Accounting as mandated by Probate Courts.   

Give us a call to allow us to help you with your Estate, Tax and Final Accounting needs. 203-264-3131.

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BUSINESS Consulting Services

From Cash Flow Analysis to Overhead Rate calculations, we provide a full array of business consulting services.  We will sit with you to provide a customized solution to address a particular needs and goals. 

Check out our Newsletter for the latest articles.

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