Capturing Life's Precious Moments
A Team of Experienced Professionals At Your Service
Diversified Financial, Inc., based in Portage, Michigan, has been assisting individuals and businesses with their tax and accounting needs for over 40 years. Our team of seasoned professionals is dedicated to providing personalized, proactive services that exceed expectations.
Our Mission
"To provide such superior service and professionalism in the tax field that our clients, old and new, will be proud to recommend us to their friends."
Who We Are
- Expert Tax Preparation: Our experienced tax professionals stay updated on the latest tax laws and regulations to ensure you maximize your refund or minimize your liabilities.
- Seasoned Accountants: Let our certified accountants handle the number crunching so you can focus on what you do best.
- Dedicated Team: Our friendly and knowledgeable staff is committed to providing personalized attention and clear communication throughout the process.
Accounting Services
- Comprehensive accounting solutions for businesses
- Bookkeeping and payroll management
- Financial statement preparation
Tax Services
- Individual income tax preparation and planning
- Business tax planning and compliance
- Tax debt resolution and problem resolution
- International tax services
Additional Services
- Tax tools and calculators
- Tax tips and news
- Retention guides and IRS form assistance
Why Choose Diversified Financial, Inc.?
- Personalized Attention: We take the time to understand your unique needs and goals.
- Proactive Approach: We identify potential tax savings and opportunities before they become problems.
- Client-Focused: We prioritize clear communication and maintain open dialogue throughout the process.
- Strong Track Record: Our commitment to excellence has earned us the trust of over 1,800 clients.
Customer Service Issues
Many reviewers have expressed frustration with the customer service at DFI. Some have reported being treated rudely, with a lack of guidance and hostility when trying to resolve issues. Others have mentioned being spoken to with condescension and a lack of transparency in charges and fees.
Billing and Pricing Issues
Several reviewers have mentioned issues with billing, including not receiving bills on time, being charged late fees, and being overcharged for services. Some have also reported being charged for services they did not receive.
Tax Preparation Issues
Some reviewers have mentioned issues with the accuracy of their tax returns, including discrepancies between what the IRS had on file and what was on their copy of the return. Others have mentioned being overcharged for services and having to pay extra to have mistakes corrected.
Positive Experiences
On the other hand, some reviewers have had positive experiences with DFI, including having their taxes done correctly and efficiently, receiving good customer service, and even receiving a significant refund due to the accountant's expertise.
Accountant Quality
Some reviewers have mentioned that the accountants at DFI are knowledgeable and good at their job, but others have had issues with the quality of service.
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