Existing clients can use the link below to self-book their appointment.

OR call the office at 408.227.1472

OR email info@dlfinancial.org

with preferred days and times so we may assist you in booking your appointment.

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


New clients are only considered via referral during the off-season so we have time to interview and set up new clients into our system.

Click to Submit a NEW Client Request