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DJK Taxation & Financial Services

664 Devito Ct
The Villages, FL 32163

Phone:

(412) 491-1852

Fax:

(352) 750-4467

E-mail:

DJK logo in blue and white with a yellow diamond

DJK Taxation & Financial Services

Enrolled To Practice Before The IRS

 To Request a UserID and Password: Email Me

U.S. Corporation Income Tax Return with calculator and pencil.

MY 1040 Data Organizer Simplifies The Tax Document Process!

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This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck