Why Us?

EVERYTHING UNDER ONE ROOF

At Diversified Tax, we pride ourselves on having everything you need under one roof so that you can have peace of mind. Our experienced tax professionals work closely with our financial planners (should you choose) and investment team. We’re here to help with individual taxes, solo entrepreneurs, small businesses, and large and complicated business endeavors. Every step of the way, we’re by your side to advise, advocate and educate for your best interests.

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We’re here to help.

EXPERIENCE

The accountants and bookkeepers at Diversified have over 79 combined years of experience, and they’re here to help guide you through complicated tax processes. They’re constantly improving and staying on top of ever-changing tax codes to ensure that you receive the best advice possible.

STRATEGY

We all want to keep as much money in our pockets as possible. Our accountants and bookkeepers work closely with our financial planners (if you like) to develop smart tax and investing strategies to help your lower your taxable income.

TRANSPARENCY

Our pricing is transparent and clear from the start, and we have client communication as one of our core values. You’ll never see a surprise fee or charge on an invoice.

our services

Personal Tax Preparation

We prepare tax returns for individuals and families, from simple to complex returns.

Business Tax Preparation

Our accountants are adept at preparing returns for sole-proprietors, corporations, partnerships, and limited liability companies.

Bookkeeping and Accounting

We’re here to provide clarity for business owners to help you make impactful business decisions through our bookkeeping services. We’ll prepare information on a regular basis to help you identify trends and manage your business in an organized fashion.

Financial Planning

We work directly with our own affiliated company’s experienced financial planning team, should you choose, to help ensure that your financial goals are in alignment with the tax strategies that will enable you to meet those goals, so that you can have opportunity for a life full of wealth, health and happiness.

Incorporation

We’re here to guide you when forming a business, incorporating, or creating an LLC. Our experienced tax team will help you navigate the complexities of incorporation so that you can make the best decisions for the future of your business.

Estate and Trust Tax

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Non-Profit Organization Tax Prep

Non-profit taxes may be complicated – we’re here to help guide you through the tax process.

Tax Forms

Here’s a list of our frequently used tax forms to help you as you gather your paperwork.

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Meet the team

Your team of tax professionals

Edmund S. Lynch, CPA, MT

Senior Vice President of Tax Services

Adam A. James, EA, CFP®

Director of Tax

Dennis Ervin

Tax Accountant

Mackenzie Taylor

Tax Operations Manager

Terry Liberman

Bookkeeper

Dana Sample

Tax Planning Specialist

Learn more about the team

We accept Venmo

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Locations

West Chester

1450 East Boot Road, Suite 400C

West Chester, PA 19380

610-692-9912

Wilmington

3705 Concord Pike

Wilmington, DE 19803

Virtually

We can meet with you virtually via Zoom