Derks Financial provides personalized accounting, bookkeeping, payroll, tax preparation, and financial planning services for individuals and small businesses. We intentionally partner with a limited number of clients to provide a highly personal and relationship-driven experience. Our team focuses on clarity, accuracy, and long-term financial strategy to help clients make confident decisions and manage their finances with ease.
I went to Ryan to discuss whether Roth conversions over the next 4 years with the increased senior deduction in the Big Beautiful Bill would be appropriate for me. Ryan and his team laid out how much I should convert in the most tax efficient manner. That’s exactly what I was looking for and now feel confident making the Roth conversion. Ryan and his team were friendly and professional and I highly recommend them for tax planning issues.
LM
Laura Marks
Jun 5, 2024
5.0
Thanks to Derks Financial, Tax & Accounting for keeping me updated throughout the tax process, providing me with monthly accounting statements, and delivering excellent customer service. I trust them with all my accounting and tax needs!