Broker Check

Tax & Bookkeeping

Tax Preparation and Remote Bookkeeping Services

IRS Tax Resolution Services

Obtain Tax Resolution Advice by an Experienced Enrolled Agent.

Investment Advisory Services

Tax Efficient Investment Advisory Services

Your Financial Future

Our mission is to get to know and understand you needs, wants, and long-term goals. we want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

Learn more


Diamond Financial Services is a Proud Participant in the Dave Ramsey Endorsed Local Provider program.

The Dave Ramsey ELP Program  

Industry experts. Top-notch customer service.

Learn more

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.