Diamond Financial Solutions
About
A small family owned business with 25 plus years experience in the tax preparation industry, that is ready to help any circumstance/situation in the least amount of time, at the best price, in the most efficient manor. We offer a variety of office/clerical resources that compliment tax preparation such as: real estate, business branding, notary services, graphic design, resume services, credit repair, and basic scan/copy/fax services as well. Contact us now with your issue and lets work to get you help!
I enjoy helping people who are intimidated by the BIGGER franchise/corporate offices, who appreciate the hospitality and care from a one on one experience. With us we are glad to educate and inform you with any questions that you have in regards to your money.
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Frequently asked questions
What is your typical process for working with a new customer?
As a new customer, we will need your contact information, address, phone number, email, as well as your tax return information ss# for all dependents and yourself, your w2s & 1099NEC, and/all tax forms sent to you from any businesses, and your filing status. We will find you the best refund for your household based off your information provided.
What education and/or training do you have that relates to your work?
25 plus years experience, certified preparer with my own ERO, CAF, and TPIN.
Do you have a standard pricing system for your services? If so, please share the details here.
NO. If you fall below the income threshold of $12,000 (retired/ss security filers) we do file FREE of charge.
How did you get started in this business?
A long time ago before it was system generated and we had to do long hand, form by form, formuly by formula I learned off of my uncle, and as a single mother generated income for my family helping others in need. Since then my clientele has been built off word of mouth and loyalty for decades of network partnerships.
What types of customers have you worked with?
Self employed, retired, business owners/entrepranuers, multiple income sources, new adults entering the workforce, elders who have limited income, and everything in between.
What advice would you give a customer looking to hire a pro in your area of expertise?
Get an expert who can help you maximize your refund, there are billions of unclaimed tax dollars that the IRS sits on because other online apps/filing systems do not eleaborate, educate, or offer when processing electronically the information that DFS can/will.
What questions should customers think through before talking to pros about their needs?
Refund options, refund maximization, loan availibility, fees, and longevity.