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It’s our
mission.
Our mission is to help you reach financial freedom by providing expert tax and financial advising services.
We aim to empower diverse communities with personalized, inclusive services.
IRS-CERTIFIED PROVIDER
SE HABLA ESPAÑOL
LGBTQ+ FRIENDLY
Tax services supporting you through all of life’s milestones.
Tax consultation appointments
15-min free consultation.
We’ll assess your financial situation, answer any questions you might have, and create a personalized plan to maximize your refund.
Tax filing appointments
1-hour appointment.
You’ll need your state-issued identification, social security number, ITIN, and health care documents.
In addition, gather W-2s from your employers and 1099’s from your independent contracting work during the last year.
Filing Single
Take advantage of your standard deduction of $14,600. (2024)
In addition to the standard deduction, take advantage of any retirement contributions to 401k, Roth IRA, or any retirement products you may have. This will lower your tax liability.
Married filing jointly
Take advantage of your standard deduction of $29,200. (2024)
Joint filers receive one of the most significant standard deductions each year, allowing them to deduct a substantial amount of income when calculating total taxable income.
1099 / Independent contractors
Freelancers, Self-employed contractors, Uber/Lyft drivers, Delivery couriers, and Social media influencers.
I’ll help you understand the expenses you can deduct necessary to perform your job. Write-offs are in your favor; let’s use them to maximize tax deductions and possibly offset any W-2 Income.
Small business
As a business owner, you can go over income and expenses with Diversifi Financial to take advantage of tax deductions that come with owning a business.
In addition, we can discuss ordinary and necessary expenses for the business industry in which you are doing business.
Estate trust
We will ask several questions to determine if the Estate is filing as a Simple Trust or Decedent's Estate.
The Administer to the Estate will be asked for all necessary tax forms regarding the Estate, like date of death and EIN from the IRS. The Estate Administrator will have tax support throughout the process to properly file accurately.
Set Up Your Business
As a new business it is necessary to establish your company at the federal and state level by selecting a business entity. We can establish your Articles of Organization as an LLC, Sole Proprietor, S-Corp or C-Corp. From the start we proactively tax plan according to your business needs and filing requirements.
Benefits of Business Set Up
We take the time to plan tax benefits of the types of entities that fit your business. Planning in advance is key to the taxation of your company’s profits.
ITIN assistance
An Individual Taxpayer Identification Number is a United States tax processing number issued by the Internal Revenue Service.
Benefits of getting an ITIN include
Filing taxes (this can prove “good moral character” in immigration cases). It enables you to open a personal bank account, build credit, claim tax credits, purchase health insurance, secure identification.
Head of Household
Taking on more than half of keeping up your home? Sometimes an individual has to take care of a family member for most of the year at their home. A qualifying dependent can help you with a higher standard deduction compared to filing single.
Benefits of filing HOH
HOH helps have less tax liability and more money returned to you. Your standard Deduction is $20,800 vs Single $21,900 for 2024.
Your Tax Return, Backed for the
life of the return.
100% Accuracy, and Audit Support
Audit Protection Plus
Interested in working together?
I’d love to hear from you! You can book a free 15-minute consultation appointment or fill out this form with any questions you might have ahead of the consultation.
“Tony expertly navigated the complexities of crypto-currency taxation, ensuring I maximize my savings while staying compliant. His in-depth knowledge and guidance was extremally useful in optimizing my tax situation, THANK YOU!”
Alex Serna — Investor & Crypto-Currency Consultant
“Tony helped me maximize my deductions and credits, resulting in significant tax savings. His expertise led to a substantial refund that exceeded my expectations. I highly recommend Tony to anyone seeking expert assistance with their taxes.”
Jason Hammer - Assisted Living Coordinator
“Tony puts so much care in understanding me. He takes the time to educate me and set my business up for success every step of the way. He provides simple, straightforward financial guidance, showing confidence in his work.”
José Calderon — Business Owner
“When I had to file taxes for my family for the first time, Tony was there to answer all of my questions day or night. He got me a much higher refund than I ever expected, THANK YOU!”
Ryan Huff — Accountant & Estate Trust Administrator
“Tony provided an excellent tax return service for me. He was kind, honest, and helpful in providing his support. I greatly appreciated his transparency and look forward to working with him every year!”
Brandon Lagrotta - Newport Beach Fire Dept
ORANGE COUNTY
Orange, CA
92868
+1(714)454-8455
