Utica's Trusted Tax Professionals

Tax Strategies That Protect & Grow Your Wealth

From complex business filings to personal tax planning, we deliver precision-driven solutions that minimize liabilities and maximize returns — year after year.

15+ Years Experience
2,500+ Filings Completed
98% Client Retention
Professional tax advisor reviewing documents at desk
IRS Certified Licensed & Insured

Comprehensive Financial Solutions

Tailored tax and financial services designed for individuals and businesses across Utica and the greater Mohawk Valley.

Individual Tax Filing

Comprehensive personal tax preparation including W-2s, 1099s, investments, rental income, and retirement planning to optimize your refund.

  • Federal & State Returns
  • Tax Planning Strategies
  • IRS Representation

Business Tax Services

Complete tax solutions for corporations, LLCs, and partnerships — from quarterly estimates to annual filings and entity selection advice.

  • Entity Structure Advisory
  • Quarterly Estimates
  • Payroll Tax Compliance

Bookkeeping & Accounting

Accurate monthly bookkeeping, financial statements, and accounts management so you can focus on growing your business.

  • Monthly Reconciliations
  • P&L & Balance Sheets
  • Accounts Payable/Receivable

IRS Resolution Services

Stalled audits? Unpaid balances? We negotiate with the IRS on your behalf to resolve back taxes, penalties, and levies efficiently.

  • Audit Representation
  • Offer in Compromise
  • Installment Agreements

Estate & Trust Planning

Protect your legacy with expert estate tax planning, trust filings, and wealth transfer strategies tailored to your family's needs.

  • Estate Tax Returns (Form 706)
  • Trust Filing Services
  • Wealth Transfer Strategies

Multi-Language Support

Breaking down language barriers in tax compliance. We serve Utica's diverse community with culturally competent, multilingual service.

  • Spanish & Other Languages
  • Culturally Responsive Care
  • Community Outreach
Diversity Tax team reviewing client documents
Tax calculation and financial planning tools
15+ Years of
Excellence

A Local Firm Rooted in Integrity

Founded in Utica, Diversity Tax LLC was built on a simple principle: every individual and business deserves expert financial guidance that respects their unique circumstances and background.

Our team combines deep technical expertise with a genuinely personal approach. We don't just file your taxes — we analyze every deduction, credit, and strategy to ensure you're positioned for financial confidence year-round.

IRS Authorized Preparer
Confidential & Secure Handling
Community-First Philosophy
Year-Round Financial Advisory

The Diversity Tax Difference

01

Precision-First Approach

Every filing is reviewed multiple times. We catch errors before the IRS does, protecting you from costly penalties and delays.

02

Transparent Pricing

No hidden fees or surprise charges. We provide clear, upfront cost estimates before any work begins — what we quote is what you pay.

03

Personal Attention

You work directly with experienced professionals, not a call center. Your financial story matters to us, and we treat it that way.

04

Cutting-Edge Technology

Secure digital document sharing, electronic filing, and real-time status updates — combining tradition with modern convenience.

Trusted by Utica Families & Businesses

"Diversity Tax helped my small restaurant navigate both business and personal taxes seamlessly. Their attention to detail saved me thousands and made the entire process stress-free."

M
Maria S. Restaurant Owner, Utica

"After years of dealing with IRS issues, Diversity Tax resolved everything within months. Their professionalism and knowledge gave me peace of mind I hadn't felt in years."

J
James T. Small Business Owner

"As a first-generation American, I needed someone who could explain everything clearly. The team at Diversity Tax made complex tax concepts simple and approachable. Highly recommend!"

A
Amira K. Freelance Designer

Ready to Take Control of Your Finances?

Schedule a complimentary consultation with our team. We'll review your situation and outline a clear path to tax confidence.

Visit Our Office

We're conveniently located in the heart of Utica. Walk-ins welcome during business hours, or schedule an appointment online.

Address 1021 Mohawk St
Utica, NY 13501-3121
Office Hours Mon–Fri: 9:00 AM – 6:00 PM
Sat: By Appointment

Request a Consultation

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