WHY US?

EVERYTHING UNDER ONE ROOF

At Diversified Tax, we pride ourselves on having everything you need under one roof so that you can have peace of mind. Our experienced tax professionals work closely with our financial planners (should you choose) and investment team. We’re here to help with individual taxes, solo entrepreneurs, small businesses, and large and complicated business endeavors. Every step of the way, we’re by your side to advise, advocate and educate for your best interests.

EXPERIENCE

The accountants and bookkeepers at Diversified have over 79 combined years of experience, and they’re here to help guide you through complicated tax processes. They’re constantly improving and staying on top of ever-changing tax codes to ensure that you receive the best advice possible.

STRATEGY

We all want to keep as much money in our pockets as possible. Our accountants and bookkeepers work closely with our financial planners (if you like) to develop smart tax and investing strategies to help your lower your taxable income.

TRANSPARENCY

Our pricing is transparent and clear from the start, and we have client communication as one of our core values. You’ll never see a surprise fee or charge on an invoice.

We're here to help. Get in touch.

OUR SERVICES

Personal Tax Preparation

We prepare tax returns for individuals and families, from simple to complex returns.

Business Tax Preparation

Our accountants are adept at preparing returns for sole-proprietors, corporations, partnerships, and limited liability companies.

Bookkeeping and Accounting

We’re here to provide clarity for business owners to help you make impactful business decisions through our bookkeeping services. We’ll prepare information on a regular basis to help you identify trends and manage your business in an organized fashion.

Financial Planning

We work directly with our own affiliated company’s experienced financial planning team to help ensure that your financial goals are in alignment with the tax strategies that will enable you to meet those goals, so that you can have opportunity for a life full of wealth, health and happiness.

Incorporation

We’re here to guide you when forming a business, incorporating, or creating and LLC. Our experienced tax team will help you navigate the complexities of incorporation so that you can make the best decisions for the future of your business.

Estate and Trust Tax

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Non-Profit Organization Tax Prep

Non-profit taxes may be complicated – we’re here to help guide you through the tax process.

Here’s a list of our frequently used tax forms to help you as you gather your paperwork.

SCHEDULE AN APPOINTMENT

MEET YOUR TEAM

Tax Professionals Your tax team

Edmund S. Lynch, CPA, MT, Senior Vice President of Tax Services
Ed is a native Delawarean living in West Chester, PA. He graduated from Salesianum School in 1983 and the E. Claiborne Robins School of Business at The University of Richmond in 1987. Ed received his certified public accountant certificate in 1989 and is licensed in both Pennsylvania & Delaware. In 1995, Ed received his Master of Taxation from Villanova University.

Ed has worked in both public accounting and the private sector. In the public accounting sector, Ed has worked for mid-size accounting firms with experiences in all areas of accounting, tax preparation & planning and consulting. Within these areas, Ed has worked with multi-state individual taxpayers, small to large multi-state corporations, partnerships and limited liability companies. In the private sector, Ed has been controller of a non-profit health care organization and the Men’s Senior Tennis Tour.

Ed has volunteered his time as a member of the following organizations:
- Wedgewood Swim Club (president and treasurer)
- Peace Drums USA (treasurer)
- CMS Foundation (treasurer)
- Six-Three Retreat Group at St. Joseph’s in the Hills (executive committee and CA captain)
- University & Whist Club of Wilmington (treasurer)
- CYO Region 17 Girls’ Soccer (board member)
- Exchange Club of Exton (president)
One of Ed’s passions is soccer. Ed is currently the assistant head coach at Villa Maria Academy (8 seasons). Previously Ed was head coach for Villa Maria Academy Lower School CYO team and a club & recreation coach at West Chester United Soccer Club. Ed is also a Grade 7 USSF official and a PIAA high school official.

Ed is married and has two children.

Charles P. McGeever, CPA, MT, Tax Manager

Charlie was born and raised in Delaware County, Pennsylvania and is currently living in West Goshen, PA. He is a graduate of Monsignor Bonner High School and St. Joseph’s University. Charlie received his Certified Public Account certificate in 1986 and is currently licensed in Pennsylvania. In 1990, Charlie received his Master of Taxation from Villanova University.

Charlie has been in public accounting his entire professional career. He has worked for mid-size and national accounting firms, focusing on small businesses and high wealth individuals primarily tax preparation, tax planning and consulting.

Charlie is married, going on 40 years, to his wonderful wife, Eileen. The McGeevers’ have one daughter and enjoy chasing around their 3 year old grandson.

Samantha Ferraro, Lead Accountant and Head of Client Relations

As a tax team member for Diversified Tax LLC, Samantha provides clients with various services such as, payroll, bookkeeping and tax preparation. Prior to joining the team, she had worked at both small and medium sized public accounting firms in both Montgomery and Chester County.

Samantha graduated from West Chester University in May of 2018 where she received her B.S. in accounting. She is currently in pursuit of her certified public accountant license.

Outside of being in the office, Samantha loves vacationing down the shore with family and friends, early morning workouts and trying out new restaurants.

Jess Judy, Administrative Assistant

Jessica is the newest member of the Diversified Tax team. She stepped in as their administrative assistant in January 2022. Fulfilling this role, she aids with scheduling, organization, correspondence, and client relations.

Prior to joining Diversified, Jessica held multiple roles in both customer service and administrative positions at the same time. She maintains some of those duties now, including directing for her high school color guard and choreographing for the school theater production. In addition, she provides freelance animation and illustration services in her spare time. Through all these roles, Jessica has developed excellent communication skills and a passion for creating and maintaining meaningful connections with others.

In her weekend life, Jessica performs as a member of her own world class color guard and has been a marching member of the activity for over 10 years. She enjoys playing games and unwinding with her partner and their two cats in the little free time she has.

Dennis Ervin, Staff Accountant

Starting in May 2022, Dennis eagerly began his full-time role as a Staff Accountant at Diversified Tax. With a passion for individual taxation, he is very excited to be able to help clients achieve the greatest tax savings possible. Prior to joining Diversified Tax, Dennis spent two years in tax and audit at a public accounting firm in Wilmington, DE.

Dennis graduated Summa Cum Laude from Widener University with a BS in Accounting and Minors in Taxation and Forensics. He is currently studying for the certified public accounting exams.

Dennis was born and raised in Pennsylvania and is very proud of his Delco roots. He enjoys spending his free time binge watching The Office, even though he can practically recite every word from every episode at this point.

Rachel Jacobson, Bookkeeper

Rachel joined the Diversified Tax team as Bookkeeper and Administrative Assistant in January 2023. Rachel provides clients with various services such as, payroll and bookkeeping as well as assisting with organization, correspondence, and client relations. Prior to joining the team, she worked in Development at a non-profit where she fundraised, planned events, and built relationships with community members.

Rachel graduated from the University of Hartford where she received her B.A in Communications, Public Relations & Advertising.

Outside of the office, Rachel enjoys traveling, summer weekends down the shore and spending time with family and friends. Rachel lives in Philadelphia and enjoys exploring the city and trying all the new restaurants.

Andrew Rosen, CFP®, CEP®, President

Andrew Rosen is the President of Diversified, LLC and Diversified Tax. In his role as President, he sets the strategic direction, which focuses on providing our clients and employees with everything they need to achieve their goals and dreams.

Andrew is also a Financial Planner, where he forges lifelong relationships with clients, coaching them through all stages of life and guiding them to better achieve their life goals.

Andrew loves helping others by spreading his knowledge on finance, investments, and the pursuit of happiness/fulfillment. He writes nationally recognized, weekly blog posts on these topics and is a regular contributor to Kiplinger and Forbes. Andrew has been published in The Wall Street Journal, Barron’s, Financial Advisor Magazine, US News & World Report, USA Today, CNBC, along with many other publications.

Andrew graduated from the University of Delaware with a BS in Finance and a minor in Economics. He continued his industry education by obtaining his series 6, 7, and 63, along with his health/life insurance licenses. In addition, Andrew received the CERTIFIED FINANCIAL PLANNER™ designation, the CERTIFIED ESTATE PLANNER™ designation, and has been named a Five Star Best in Client Satisfaction Wealth Manager in Philadelphia and Delaware.

Outside of Diversified, Andrew resides in West Chester, Pennsylvania where his number one passion is spending time with his beautiful wife, Jessica, and his amazing children, Aviva, Isabella, and Emmet. He also is a member of the DuPont Country Club where he is an extremely average golfer.

We Accept Venmo:

Screenshot 2022-01-11 at 17-19-02 Diversified Tax LLC

VENMO

The Diversified Difference

Are you ready to speak with a tax professional?

Office Locations

West Chester

1450 East Boot Road
Suite 400C
West Chester PA 19380

P: 610-692-9912
F: 610-692-9914

Wilmington

3705 Concord Pike
Wilmington DE 19803

P: 302-793-4971
F: 866-318-1040

Wayne

480 E Swedesford Road
Suite 120
Wayne PA 19087

P: 610-627-5920
F: 866-318-1040