Why DFT&A?
DFT&A is a firm that combines our team of investment, tax, and accounting experts with an online platform to help individuals better manage and automate everything in order to increase the net worth of their business or personal life.
+1,000 individuals and companies trust the Derks team to manage their business and personal finances, locally or expats around the world. Under one roof, our three teams work together to be proactive in saving you money and using strategies to grow your net worth.
Contact UsEXCELLENTBased on 31 reviewsTrustindex verifies that the original source of the review is Google.P PetersonWe recently consulted with Ryan about a Continuing Care Retirement Community plan and he was very helpful and thorough in steering us in the right direction. Very much appreciated.Trustindex verifies that the original source of the review is Google.Ease MacIn today's chaotic world, it is led by heartless greed and hate. It doesn't matter if it's private, professional or political; it's people. There are still good people, so there's still good businesses. Derks Financial is one of the good ones. They are smart so if you are thinking of changing or choosing an accountant, give Derks a call. I'm an actual customer who went through a rough time and Derks went over and beyond when they didn't have to.Trustindex verifies that the original source of the review is Google.Shannon ShibleyI have really appreciated the discussion of how I would like to handle my money. The ability to decide if I’m comfortable with taking risks for the opportunity to make more money, or if I’m more comfortable with playing it safe and having a steady trajectory. I have full confidence in Derks Financial, and really appreciate the honest communication and updates provided. Thank you! Edited to add how much I appreciated making my three kids feel at home while we are in the office!Trustindex verifies that the original source of the review is Google.arturo jacuindeThey have the best team.Trustindex verifies that the original source of the review is Google.Lauren DerksThis team has done my tax return for 2 years now and have been great to work with! Very thorough and quick turnaround time which I appreciate. Highly recommend!Trustindex verifies that the original source of the review is Google.Janeann WilliamsWe were very pleased with the fast service, questions answered, and all around good serviceTrustindex verifies that the original source of the review is Google.Joseph McConnellThis is the second year that I've used Derks Financial for my business and personal taxes. Ryan, Morgan & Julie have been very professional, and I highly recommend them to anyone. I'm continually tardy with my returns, and they're more than patient and understanding to accommodate me & my family. I look forward to remaining with them into the future.Trustindex verifies that the original source of the review is Google.Laura MarksThanks 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!
Our Services
Investing
DFT&A has been an investment firm since day one. Stocks, real estate, private equity are all offerings we have. Our investment team (100% fiduciaries) aims to actively manage your money for long term growth while keeping you informed and educated with our regular YouTube TV show. (minimum $250,000)
Taxes
Whether you're local or international(and we have many!), you'll be paired with a dedicated tax preparer with decades of tax experience who can confidently save you as much money as possible and keep the IRS off your back! We're also constantly being proactive to help you lower taxes owed and increase money back.
Accounting
It's more than just spreadsheets. This is where we can spot trends to help you grow and track every angle of your company! Tailored to your company, we'll keep your internal data clean and report to you regularly so you can do what you do best, grow your company! Leave this mess to us!