How Much Do You Have to Make to File Taxes? Filing taxes is an essential part of every adult’s life. However, not everyone is required to file taxes. The income threshold for filing taxes depends on various factors, including filing status, age, and types of income. In this article, we will explore the question, “How […]
Smart Tax Planning: Maximizing Returns and Minimizing Tax Liability
Starting in October 2023, John started his role as a Staff Accountant at Diversified Tax, working at Diversified tax was his first accounting job that he has had. He’s eager to learn more and help clients along the way. Prior to working at Diversified Tax, John was working at a septic business. John recently […]
Annie joined the Diversified Tax team in October as a Staff Accountant. Through this role she will aid clients to ensure they achieve the greatest tax savings possible. Prior to joining Diversified Tax, Annie worked as the Business Analyst for a Delaware Nonprofit. During her time there she gained excellent analytical and problem-solving skills, and […]
Rachel joined the Diversified Tax team as Bookkeeper and Administrative Assistant in January 2023. Rachel provides clients with various services such as, payroll and bookkeeping as well as assisting with organization, correspondence, and client relations. Prior to joining the team, she worked in Development at a non-profit where she fundraised, planned events, and built relationships […]
Starting in May 2022, Dennis eagerly began his full-time role as a Staff Accountant at Diversified Tax. With a passion for individual taxation, he is very excited to be able to help clients achieve the greatest tax savings possible. Prior to joining Diversified Tax, Dennis spent two years in tax and audit at a public […]
Jessica joined Diversified Tax as an administrative assistant in January 2022. Fulfilling this role, she aids with scheduling, organization, correspondence, and client relations. Prior to joining Diversified, Jessica held multiple roles in both customer service and administrative positions at the same time. She maintains some of those duties now, including directing for her high school […]
New Tax Entity Furthers Diversified’s Growth Plan to Deliver Comprehensive Financial Planning, Investment Consulting, and Tax Services Wilmington, DE — Diversified LLC – recognized as the ninth in the top 50 fastest-growing Registered Investment Advisor Firms by Financial Advisor Magazine – expands its services with the launch of Diversified Tax. The company’s new entity offering […]
As a tax team member for Diversified Tax LLC, Samantha provides clients with various services such as, payroll, bookkeeping and tax preparation. Prior to joining the team, she had worked at both small and medium sized public accounting firms in both Montgomery and Chester County. Samantha graduated from West Chester University in May of 2018 […]
Since 1987, Ed has worked for private companies in the healthcare and sports industries, in addition to working with small to mid-sized CPA firms in the Delaware and Pennsylvania area. In 2001, Ed formed his own practice with a primary focus on tax preparation/planning for individuals, businesses, and non-profit organizations. His practice also provides controllership, […]