DJW Financial - Tax Returns, Bookkeeping, Consulting

DJW FINANCIAL SERVICES
Tax-smart solutions and more.

FOR INDIVIDUALS AND SMALL BUSINESSES IN THE GREATER BUFFALO AREA.

A practicing accountant since 2009, Duane Whitmer is a graduate of the State University of New York at Fredonia, where he earned his degree in accounting. Duane has experience working with restaurants, manufacturers, wholesalers, medical providers and many other industries. He is versed in Medicare and Medicaid reporting as well as audits/reporting for nursing homes. 

 

A native Western New Yorker, he lives and operates his company in Hamburg, NY with his wife Lindsay plus Sophie and Angel, their two dogs. Duane enjoys soccer, workouts and yes, video games.

 

 

See what our clients say

 

 

OUR SERVICES

 

Tax Returns

DJW Financial Services is an IRS registered tax return preparer. If you’re on the assembly line of the large national tax preparation chains, you may be paying too much for too little. DJW offers more than just the filing of federal and state tax returns...you’ll receive helpful recommendations and professional tax help.

DJW is eFile certified to expedite your federal and state tax refunds!

 

Bookkeeping

Small business owners have enough to pay attention to. Let DJW Financial Services handle your:

  • Day-to-day finances & cash flow
  • Financial statement preparation (accounts payable and receivables, income statement and balance sheet)
  • Bank reconciliations
  • General ledger preparation
  • And required periodic tax reporting, including sales tax.

...all at a price you can profit from!

 

Consulting Services

Profit from our consulting experience, too.

Personal

  • Personal tax planning – (in particular, how changes in your life effect your taxes), how to maximize your refund, or how to maximize your paycheck.
  • Tax debt relief that may include bankruptcy.
  • Investment consulting, including a personal reference to a qualified investment professional.

Business
Buying or expanding your business?

  • We will research how your plans will effect your bottom line.
  • We will create an estimated income statement which will help you determine if your planned purchase is a good fit.
  • We can also help forecast what your estimated income will look like over a specified period of time.

  • Very fair price, fast & professional. Highly recommend his services!

    ― Crysti G. Cheektowaga, NY

  • Having Duane help me with my business bookkeeping has taken a huge weight of my shoulders, and allowed me to focus on growth.

    ― Craig K. Hamburg, NY

  • Professional, easy to work with. Great pricing and quality work.

    — Josh R. Derby, NY

  • Amazing work at an amazing price, could not ask for more.

    — Tracy B. Orchard Park, NY

  • Duane has been a huge asset to my life. Knowing I have him to help me with any financial question that comes up is wonderful.

    — Ryan N. Buffalo, NY

  • I paid 300 dollars at H&R Block, I paid less than a third with Duane. Extremely easy to work with.

    — Stephanie L. Hamburg, NY

  • Duane was pleasant to work with. He took the time to explain my tax refund, which I have never had before. His prices are low, with amazing service. I would recommend him to everyone.

    — Jonathon M. Buffalo, NY

  • Great person to use for my bookkeeping. Duane handles all our business finances and reporting, which helps me focus on my customers.

    — Tara C. Orchard Park, NY

  • After dealing with another tax preparation company, I decided to call Duane. Using him has been night and day. Amazing to work with.

    — Jessica L. Lake View, NY

  • Duane had the lowest prices I could find, and the quality of work he does for the price is impossible to beat.

    — Kyle J. Lackawanna, NY

CONTACT US

Contact tax specialist Duane Whitmer at DJW Financial Services for a free estimate and a free initial consultation!

Refer a client and receive up to $25 off your services fee.

Contact Us