About
Diversified LLC is a West Chester, PA tax and financial planning firm serving individuals, families, and businesses. Its West Chester office focuses on integrated tax preparation, planning, and coordination, with support for clients who need an accountant, tax preparer, or bookkeeper.
The firm connects tax planning with broader lifelong wealth services, including retirement planning, investment planning, estate coordination, business planning, employee benefits, and executive equity compensation. Source materials describe collaboration between the tax team and wealth planning advisors, with services available for clients in person and remotely.
- Individual, business, and trust tax preparation and planning
- Bookkeeping, payroll, and controllership support
- Proactive tax strategies and tax-aware investing
- Planning for individuals, families, and businesses
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Services
Payroll services
Business tax preparation
Individual tax preparation
IRS notice and audit help
Tax planning
Tax services
Languages
English
Service areas
Credentials
CPACFPCFACEPFPQPCTSABFPCRPC
Client types
Client types
IndividualsFamiliesBusinesses
Industries
HealthcareSportsSmall/Mid-Sized Entities
Tax focus
General tax preparationPlanningProactive tax strategiesTax planningTax-aware investingEstate coordination