Welcome
D&L Financial Services provides tax planning and preparation services to individuals, small non-profits, and small businesses.
Since the Mid 1980’s, our Tax Preparation and Planning Services business has grown thanks to continued referrals from cherished and satisfied clients.
PLEASE NOTE – a NEW procedure for 2023.
ALL CLIENTS MUST book an appointment – even if you are dropping off or mailing documents to us. Returns are prepared based on the appointment time you have, not on the date the documents arrived.
FYI, due to the CA disasters/storms, for 2022 tax returns, the IRS and CA have extended most tax filing and tax payment deadlines until 10/16/2023.
We are currently at capacity and not accepting any new clients.
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280 E. Hamilton Avenue |
Please feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.