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WHY US?

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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 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.

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 work closely with our financial planners 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.

We're here to help. Get in touch.

OUR SERVICES

Personal Tax Preparation

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

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 financial statements on a monthly or quarterly basis to help you identify trends and manage your business in an organized fashion.

Incorporation

We’re here to guide you when forming a business, incorporating, or creating and 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.

Business Tax Preparation

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

Financial Planning

We work directly with our own affiliated company’s experienced financial planning team 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.

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.

MEET YOUR TEAM

Tax Professionals Your Tax Team

Ed Lynch
Charlie 0321 WEB USE ONLY
Samantha Ferraro

The Diversified Difference

Are you ready to speak with a tax professional?

Contact us today.

Office Locations

West Chester

1450 East Boot Road

Suite 400C

West Chester PA 19380

P: 610-692-9912

F: 610-692-9914

Wilmington

2200 Concord Pike

Suite 104

Wilmington DE 19803

P: 302-793-4971

F: 866-318-1040

Wayne

480 E Swedesford Road

Suite 120

Wayne PA 19087

P: 610-627-5920

F: 866-318-1040

Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. The content on this website is not intended to provide tax, legal, or accounting advice, and you are advised to seek out qualified professionals that provide advice on these issues for your individual circumstances.

Financial planning and Investment advisory services offered through Diversified, LLC. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Diversified, LLC are not affiliated companies.

Diversified, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Diversified only transacts business in states in which it is properly registered or is excluded or exempted from registration.  A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified does not provide tax or legal advice and individuals should seek the advice of their own tax or legal advisors for specific information regarding their situations. Investments in securities involve risk, including the possible loss of principal. The information on this website is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.