L & D Financial Services

Specialties

Tax preparation for individuals & small businesses, Financial Planning for individuals & families

History

Established in 1972.

L & D Financial Services was founded in 1972 specializing in tax preparation and has enjoyed 42 consecutive years of growth with our firm now serving approximately 1500 clients. The growth and success of our business is directly attributable to our six associates who have a combined total of over 100 years of experience in tax preparation. Our associates possess all of the skills necessary to ensure your tax returns will incorporate all of the tax savings and credits applicable to your individual tax return. Our rates are very affordable and are significantly less than the national firms.

Meet the Business Owner

Gregory D.

Business Owner

I have over 10 years of experience working with clients in preparing and filing individual, trust, partnership, and business tax returns. It is my pleasure to meet with clients face to face and assist them with their tax filings and inform them of any credits or deductions that may be available to them within IRC regulations.

I am also a CFP®, who works with existing and new clients to assist with retirement planning, asset allocation, college savings planning, tax planning, and personal budgeting situations.