On this website, you will find information about Diversified Financial, Inc., including our list of services. We have also provided you with online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites.
Diversified Financial, Inc. is one of the leading firms in and throughout Portage, MI. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
Diversified Financial, Inc. is one of the leading firms in and throughout Portage, MI. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
Services
We are very proud of our tax team; their dedication and devotion to upholding our Mission Statement has earned us recognition by the people of Kalamazoo and Portage, year after year, making us the largest independent tax office in Southwest Michigan. The Diversified Financial employees are all professional team members who, in their own important capacity, interact with our 1,800 plus clients.
JoAnne joined Diversified Financial in 2012 after spending 33 years with H & R Block. She has been an Enrolled Agent since 1997. In addition to tax preparation, JoAnne is responsible for most farm returns that the firm prepares. Ron joined the DFI team in 2006. He is an Enrolled Agent. In addition to tax preparation, Ron represents clients in resolving tax matters with the IRS and state taxing authorities.
After serving the community since 1984, we apply a sophisticated process to tax preparation. We are not a cookie cutter tax preparer! Every Fall all the Tax Consultants start attending Update Classes to identify all new tax law changes and IRS regulations. We meet with our clients in private offices behind closed doors.
For the individual taxpayer, we offer complete tax preparation services for all states within the US. While we specialize in Michigan residents (new residents, full-time, and part-time), we are versed in all the requirements for any state across the country. Our tax specialists have helped countless clients with special circumstances; we will work hard to understand and fit our services to your needs.
Have you just started a new business? Did you know expenses incurred before a business begins operations are not allowed as current deductions? Generally, these start up costs must be amortized over a period of 180 months beginning in the month in which the business begins. However, based on the current tax provisions, you may elect to deduct up to $5,000 of business start-up and $5,000 of organizational costs paid or incurred.
Reviews (8)
Shaun Albertson
Mar 31, 2021
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My single star is a false star. I would rate this place a Negative 1,000.. Horrible business & people!! Stay away!!!
Unfortunately My wife & I had our taxes done at DFI.
First, they didn’t spell my name correctly (all the paperwork not just one time..) their fees & charges.. outrageous!!!! My wife called & asked for some clarification & they treated her very rude. I will never go back.. if you are thinking about going to DFI.. I would recommend you don’t! You’re better off doing them yourself or hitting on of the pop up tax places..
Unfortunately My wife & I had our taxes done at DFI.
First, they didn’t spell my name correctly (all the paperwork not just one time..) their fees & charges.. outrageous!!!! My wife called & asked for some clarification & they treated her very rude. I will never go back.. if you are thinking about going to DFI.. I would recommend you don’t! You’re better off doing them yourself or hitting on of the pop up tax places..
Jennifer Sottile
Aug 15, 2020
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I went to Diversified Financial to have my taxes done for three separate filing years- After recently logging into my IRS account, I noticed some discrepancies between what the IRS had on file, and my copy of the particular return year given by Diversified. I assumed the best people to ask why this may have happened was the company who actually filed the taxes- I even openly acknowledged this may be some failure on my part and Eric, I believe the owner, just short of outright refused to give any guidance. And rudely, I might add. I was actually a bit dumbfounded at the noticeable hostility since
Tristan H.
Mar 05, 2020
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When I retired, I decided that since I had all of this unclaimed time I could start figuring out my own federal and state taxes. I did the forms for three years. But, I had forgotten, after having had DFI do our taxes every year for decades, that convoluted tax instructions involving mathematics and I have never been on good speaking terms.
So my mother, who has her taxes done at DFI as well, said, and I quote her, "Seriously. You're an idiot. Go back to DFI." So I did. And DFI, looking at the federal and state tax documents I had filed for the three years, as well as this
So my mother, who has her taxes done at DFI as well, said, and I quote her, "Seriously. You're an idiot. Go back to DFI." So I did. And DFI, looking at the federal and state tax documents I had filed for the three years, as well as this
Yvonne MacleY
Aug 11, 2018
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LittleIko Bear
Oct 31, 2017
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Not transparent in charges/fees and outrageously charged for services -post fact;
Treated with condescension at front counter when made final payment because they kept a rolling balance of 'interest charges' and in front of other customers. THEN recieved another invoice for services never received the following YEAR! Predatory practices.
Treated with condescension at front counter when made final payment because they kept a rolling balance of 'interest charges' and in front of other customers. THEN recieved another invoice for services never received the following YEAR! Predatory practices.
Spike D.
Sep 29, 2017
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Greg Singleton
Nov 12, 2016
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Littleangelwing
Nov 03, 2014
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Love this place. They always do their best to get you the most back. We've been with them for about 10 years. Before that we alway went to a very popular tax preperation service. The first year we were with them they told us to bring in our taxes from the year before and they would amend them.(redo it) They got us back another $1200. Very nice people,promt service.
