Between my husband and I, we have been a client of Diversified for over 30 years. Things were wonderful before our original preparer retired. Downhill from there. There have been mistakes during the last few years, and documentation going "missing" after it was received. This year they failed to file our returns, or file an extension. No response to calls, no updates. Beyond unethical, disorganized, and incompetent. Do not recommend. read more

After over a decade of being a loyal client, the owner and the preparer refuse to return my phone calls, emails and calls from my attorney. My tax return has gone missing due to information being input incorrectly during the e-file process and not one word from DFI after months of investigating and speaking with the IRS and state of Michigan directly. If there was an error, a person should own it. What an immature and extremely suspicious response to just "ghost" your loyal client. I would absolutely recommending going ANYWHERE but here. read more

Unethical practices- they all need to retire. Strung us along - had late fees because they didn't know what they're doing. Had to call, email and just show up to have a response from them. Outsourced my personal and business taxes. I was a dumbass for trusting Eric's word and him saying it wouldn't happen again and wound up chasing again. This time with Fees from the IRS! He told me I had to wait two months to electronically file during November- January which the IRS said he should have put it in the mail and his information was false. They don't know the tax laws and procedures. I wish I could give zero stars! Never have I been more disappointed and frustrated! Unprofessional people! read more

When I retired, I decided that since I had all of this unclaimed time I could start figuring out my own federal and state taxes. I did the forms for three years. But, I had forgotten, after having had DFI do our taxes every year for decades, that convoluted tax instructions involving mathematics and I have never been on good speaking terms. So my mother, who has her taxes done at DFI as well, said, and I quote her, "Seriously. You're an idiot. Go back to DFI." So I did. And DFI, looking at the federal and state tax documents I had filed for the three years, as well as this past year's, found more than $7000 that we were due but I had completely overlooked. And so DFI filed amended documents for me. Seriously, is there better proof available that I am an idiot? Never again will I do my own taxes. Bonus! Because my mother referred us, she got $50 from DFI as a reward for making the referral. read more

Diversified Financial Inc - Tristan believes in wrestling his grandmother for the outright possession of every $50 bill. - Accountants Near Me - Portage, Michigan

Run as far as you can get from this firm. We sent the completed tax form with all information to Diversified on 3/3/23. I called no less than six times to ask them to complete a simple 1040 for my mom, who is a senior with dementia. The return was finally completed more than three months after the deadline on 8/2/23. They charged $451 for a return that probably took them 30 minutes to complete. Additionally, my mom was charged $497.06 in interest and penalties because they did not file the return on time. Unbelievably, no one ever even apologized for this egregious behavior, and they did NOT reimburse my mom for the interest and penalties. read more