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Diversified Financial Solutions Reviews and Testimonials

At Diversified Financial Solutions, we pride ourselves on the lasting relationships we build and the personalized financial guidance we offer. Below, our valued clients share their experiences and the positive impact our services have had on their financial journeys.

Read on to discover how our dedicated approach to accounting, tax preparation, and financial consulting has made a difference.

Diversified Financial Solutions Reviews and Testimonials
Heather at Diversified Financial Solutions is both professional and personable. She completely straightened out my tax situation, and previous years taxes that were done incorrectly by a preparer with another company. I greatly appreciated her help and professionalism.
John Howard
Heather Klaus has been doing my taxes for about 6 yrs now. She is very thorough with her job she makes sure that you have everything that you need to get your taxes filed and she’s very affordable.
Mechelle Taylor
Heather did a great job with my taxes. She was thorough, and I received a larger refund than I was expecting. I highly recommend her services.
Matt Taylor
She has been doing my taxes for many years. I highly recommend! She’s amazing!
Kara Conover
My company has been working with Heather at Diversified Financial Solutions since 2015. The service and care she provides in doing my taxes is exceptional. I trust her advice and decisions in regards to my taxes. I actually use to do my own taxes, so it fees good to be able to trust someone else with my sensitive information.
Street Science Radio
I really appreciate Heather’s system and confidence. Her confidence alleviated my own tax-anxiety. I have no doubts when working with her.
BCAI Cultural Arts & Humanities
This was my first year using Diversified Financial Solutions and I can’t recommend them enough. Heather Klaus prepared both my business and personal taxes. She did an excellent job at maximizing my deductions and getting my paperwork filed properly.
Jim Wells
Heather did our taxes for the first time this year. She was very helpful in the process, especially with one in school and one not in school! Will be definitely be using her in the future and would recommend her to others!
Terri Schaefer
Heather did our taxes this year and was very professional and helpful. She will be doing them again this coming year.
Rich Scaefer
Got all my money back in a good amount of time. Had no problems she’s great!
Johnson Sisters
After the passing of mother I was lost as to my taxes. With IRA’s, investments and pension Heather did a great job and when explaining it to us she made it sound easy but I know it wasn’t. I would and do recommend Heather for all of your needs.
Tracy Jackson
Has Diversified Financial Solutions helped you with your bookkeeping, payroll, or taxes? Please take a moment and let us know how we did.