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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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The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Describes how Roth accounts can generate tax-free retirement income.

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Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

This calculator is designed to help you attach a dollar figure to your life’s work.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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

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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