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 not accepting new clients at this time.
Existing clients can use the link below to self-book their appointment or email 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.


  • Book REMOTE REVIEW APPOINTMENT for 1-2 weeks after your documents have been or will be uploaded. 
  • Upload your documents to us via the client portal and click “Client Sign In.”  
  • At your 30-minute appointment, we will review the drafted returns shared with you via the portal prior to our meeting.   
  • After the meeting, your invoice and e-signature(s) will be sent to you for completion. 
  • Once we receive payment and all needed e-signatures, we will e-file your return.  


  • Book an IN-PERSON APPOINTMENT for when you will have your documents ready. 
  • EITHER upload your documents to us via the client portal and click “Client Sign In” OR bring them to your IN-PERSON APPOINTMENT.  
  • At your 60-minute appointment, we will gather and input the data in front of you, review the drafted returns, invoice you and obtain signature(s) so we can e-file your return.  


If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve. We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and business tax issues. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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IRS Representation

An IRS audit can be an intimidating and complex process. IRS Audits come in many forms: Correspondence Audits, Field Audits and Office Audits.  If you or your business face an IRS audit, we can wield years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available by appointment.

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