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About

Diversified Financial Solutions PC is a CPA firm in Southbury, Connecticut, serving individuals and small businesses in the Greater Waterbury area. The firm provides accounting, tax, consulting, auditing, and bookkeeping support, combining a broad service mix with the personal attention described in its firm materials.

Its work includes tax planning and compliance, individual tax preparation, small business services, payroll, sales tax, IRS notice and audit help, and new business formation. The firm also notes specialized support for trust, gift, and estate matters, including estate administration, fiduciary and estate income tax preparation, executor and trustee services, and final accountings.

The source materials identify CPA credentials, AICPA and CTCPA memberships for named professionals, and a QuickBooks Professional Advisor on the team. DFS describes its approach as relationship-focused, with experience serving both simple and complex client needs.

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Service areas

Greater Waterbury CTNaugatuck CTSouthbury CT

Credentials

CPA

Client types

IndividualsSmall businesses

Tax focus

Estate and Gift Tax ServicesExecutor Trustee ServicesEstate AdministrationFiduciary and Estate Income Tax PreparationFinal Accountings