The Tax Filing Season begins January 29, 2024! Appointments start February 1st.

D&L Financial offers two convenient ways to work with us to prepare and e-file your taxes – IN-PERSON OR REMOTE via phone or video

NEW this year, links to book REMOTE appointments will be sent when you begin your document upload to the client portal.

IF you ensure to upload at least 1 WEEK PRIOR to your REMOTE appointment, you can click on the radial button below to book your REMOTE appointment now. Please keep in mind that not uploading prior to your scheduled appointment will result in additional fees.

OR call the office at 408.227.1472 with your preferred dates and times

OR email with your preferred dates and times