DL Diversified Tax Services

02/27/2026

I respectfully emphasize the importance of respecting BOUNDARIES . For return-related questions, please use the chat feature exclusively, avoiding excessive calls and texts. This will allow me to efficiently manage my workload and address your refund concerns.

01/13/2026

It's about that time again! I do feel like I'm being repetitive every year. When you schedule your appointment, please be sure to have everything in order. If you know you have worked more than one job, please make sure you have W-2s for all the jobs you have worked.

If you are self-employed or have rental real estate, you'll notice that the prices have increased. **Giving me the login information to the software you use for bookkeeping or to track your sales and rxpenses will not suffice. You will need to go through those numbers and give me your figures or hire a bookkeeper who can do that for you.

This year, I am requiring all of my clients to complete an organizer, a communication agreement, and an engagement letter before scheduling an appointment. This year I am also requiring a $75 deposit for appointments.

If you have any questions or concerns about our new processes, please feel free to call me at 937-572-2873 during REGULAR business hours.

If I don't have your email address on file, please be sure to send it to me at [email protected] to get a head start on getting your paperwork in order

Thank you!
Dana 😁

01/13/2026

ONE BIG BEAUTIFUL BILL

Tax brackets stay the same
The top tax rate of 37% is made permanent—no scheduled hike after 2025.

Higher standard deduction continues
For 2025 through 2028, the standard deduction rises to:
• $26,000 for joint filers
• $19,500 for heads of household
• $13,000 for single filers
Enhanced Deduction for Seniors
Seniors (65+) also get a $6,000 boost to their deduction during these years, whether they itemize or not. The phase-out starts at $75,000 of income ($150,000 for joint filers).

Child tax credit expanded
The child tax credit is made permanent and increased to $2,200 per child from 2025 to 2028. It reverts to $2,000 in later years. A Social Security number is required for each child claimed.

No tax on tips and overtime
From 2025 to 2028, tips (for those in traditionally tipped jobs) and overtime pay are deductible—even for those who don’t itemize. This lowers taxable income and puts more money in workers’ pockets. (Bring your last paycheck stub to your preparer.)

Car loan interest deduction
You can deduct up to $10,000 in interest paid on car loans between 2025 and 2028. This phases out at $100,000 of income ($200,000 for joint filers). Keep in mind, this is for personal vehicles, since businesses already deduct interest for their vehicles.
Here’s an example of what that might look like: You bought a personal-use truck and are paying $8,000 in interest. If your income is under $100,000, that interest is now deductible—even if you take the standard deduction.
Other deductions and credits expanded

• Paid family leave: Credit expanded to cover either wages paid or insurance premiums for leave benefits.

• Adoption: Up to $5,000 of the adoption tax credit is refundable, helping lower-income families.

• Scholarships: Tax credits allowed for donations to scholarship-granting nonprofits, capped at the greater of $5,000 or 10% of adjusted gross income (AGI).

Education and 529 plan changes
529 accounts can now be used for:
• K–12 private school expenses
• Homeschooling costs
• Post-secondary certificate and credentialing programs

Trump Account for Kids
A Trump account is a new type of IRA established under the One Big Beautiful Bill Act. To open a Trump account, your child must have a Social Security number and be a U.S. citizen under 18 years old on December 31 of the year the account is opened. Each child may have only one Trump account. To learn more, visit this site.

01/19/2025

❗️🗣 ANNOUNCEMENT ❗️

This year, we are transitioning to TaxDome to centralize, automate, and optimize our firm’s operations. If we have your email address on file, we will be sending you an invitation to set up your account.

Within your portal, you will be able to schedule appointments, upload and view documents, securely exchange messages with our office, fill out tax organizers, electronically sign documents, view invoices, pay bills, check your payment history, and stay updated on deadlines and the status of your return.

01/19/2025

**📣 Announcement! 📣**

Dear Clients and Friends,

I’m pleased to announce that I will be preparing tax returns starting this Monday! Whether you’re an individual, a small business owner, or anyone in need of tax assistance, I’m here to help you navigate the tax season with ease.

**What I Offer:**
- Personalized tax preparation tailored to your unique financial situation
- Expert advice on deductions and credits to maximize your return
- Convenient virtual appointments for your comfort and safety

Don’t wait until the last minute—let’s get started on ensuring you have everything you need for a smooth filing process.

Feel free to reach out to schedule your appointment or if you have any questions. I look forward to working with you!

Best regards,
Dana

02/12/2024

It is a common myth that you don't have to report all your income on your tax returns 🤥. However, this is not true. According to tax laws, all income must be reported in the year it is received, even if it is not taxable 💰.These documents are electronically submitted to the IRS 📨, and they cross-check tax returns before issuing any refunds. Failure to report all your income can have serious consequences, including fines, interest charges, and other penalties imposed by tax authorities 💸.It is important to accurately report all your income to ensure eligibility for government benefits and services that are income-dependent 🏥. Reporting all your income also helps you avoid audits and other compliance-related issues 🚫.By being honest and transparent about your income, you protect yourself from potential repercussions and contribute to a fair and equitable tax system for everyone 🤝. Remember, it is not just a legal requirement but also a fundamental aspect of responsible financial management to report all your income on your tax returns 💼.

02/01/2024

Please make sure to carefully read the appointment description when scheduling. If you want to have your taxes prepared, please schedule an in-office appointment as brief informational appointments such as a (refund estimate)are not designed for tax preparation.

01/22/2024

https://live.vcita.com/site/dldiversified/online-scheduling

If you are ready to schedule an appointment, select the schedule now button. If you just have some general questions, leave your details. I will call you back at my earliest opening.

01/22/2024

It's tax time!! Yes, I am doing taxes this season. I will not be doing any pick ups this year, though. You're welcome to upload your documents to your portal.