Diva R. Mejias
MBA, MSCTA, CLTC, Realtor – Linoma Financial Services/DM Financial Services, Inc.
I am a seasoned professional with over three decades of experience in corporate finance, including a notable role as District Controller for United Parcel Service where I managed $350M annually.
An entrepreneur with significant tax expertise, I am a Main Street Certified Tax Advisor and ITIN Certified Acceptance Agent, preparing thousands of tax returns under my company, Complete Tax & Business Solutions, Inc. “Numbers tell stories”, allow me to assist you with yours.
Additionally, I am licensed in multiple states as an insurance broker/agent and serve as a Realtor with CENTURY21.
I love to lend my expertise to numerous non-profits and currently hold several board positions. I have been recognized for my work and community service, receiving awards such as the 2021 Bloc 50 over 50 and the 2023 Annual Tribute to Women.
INSURANCE
Your Reliable Insurance Partner. With Tailored Coverage and Personalized Care, We're Here to Protect You and Your Future, Every Step of the Way.
TAX PLANNING
Your Trusted Tax Advisor. Maximize Savings and Minimize Stress as We Navigate the Path to Financial Success, Tailored Just for You.
TAX PREPARATION
Your Dedicated Tax Preparation Expert. Seamlessly Navigate Tax Season and Unlock Peace of Mind, Knowing Your Finances are in Capable Hands.
REAL ESTATE
Your Partner in Realizing Your Dreams. Let's Transform Your Vision into the Perfect Property, Together.
AN INVESTMENT IN KNOWLEDGE PAYS THE BEST INTEREST...
- BENJAMIN FRANKLIN
Tax laws can be labyrinthine, but knowledge acts as a guide that helps us navigate this complex terrain. A well-informed taxpayer can proactively identify tax-saving opportunities and avoid potential pitfalls. This clarity not only ensures compliance but also translates into real savings and increased financial security.
1. PLAN
Invest money for your future
2. ANALYZE
Analyze the market & type of saving
3. CREATE
Invest money for your future
4. SAVE
Get more Returns for your patience
General Guideline
Importance of each step in financial planning process.
Plan (30%): The planning phase is crucial. This is where you define your financial goals, assess your current financial situation, and create a roadmap to achieve those goals. Setting clear objectives and developing a comprehensive plan provides a foundation for the rest of the process.
Analyze (25%): Once you have a plan in place, analyzing your financial situation in detail is essential. This involves assessing your income, expenses, assets, liabilities, and investment portfolio. By understanding your financial landscape, you can make informed decisions and identify areas for improvement.
Create (20%): This step involves executing the strategies outlined in your financial plan. It might include actions like setting up investment accounts, creating a budget, establishing an emergency fund, and implementing estate planning documents. Taking concrete steps based on your plan is vital to turning your financial goals into reality.
Save (25%): Saving consistently is a significant component of financial planning. This includes saving for short-term needs, such as emergencies, as well as long-term goals like retirement and major expenses. Allocating a portion of your income toward savings ensures that you have the resources needed to achieve your financial objectives.
Diva R. Mejias is a seasoned professional with over three decades in corporate finance, including a notable role as District Controller for United Parcel Service where she managed $350M annually. An entrepreneur with significant tax expertise, she's a Main Street Certified Tax Advisor and ITIN Certified Acceptance Agent, preparing thousands of tax returns under her company, DM Financial Services. Additionally, she is licensed in multiple states as an insurance agent and serves as a Realtor with CENTURY21. Diva has also lent her expertise to numerous non-profits and currently holds several board positions. She's been recognized for her work and community service, receiving awards such as the 2021 Bloc 50 over 50 and the 2023 Annual Tribute to Women.
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