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← Back to Top 13 Bookkeepers in the Deltona-Daytona Beach Area, FL (2026)

Direct Financial Services

Evidence Score 32/100 at 80% evidence coverage 9 of 13 on the Deltona-Daytona Beach area list How the score works

What we could verify

Registered business?
Not verified
CPA license or firm permit?
Not verified (searched the state board)
Publishes prices?
Not stated on its website
Local or remote?
Not stated on its website
Software?
QuickBooks

1 of 5 answered from a dated source.

Documents 3 of 5 core services.

Score breakdown

Documented services + buyer fit19 of 40 pts, 40 checked
Independently verifiable qualifications0 of 20 pts, 14 checked
Operational + pricing transparency9 of 25 pts, 22 checked
Verified identity + continuity4 of 15 pts, 4 checked

Dark bar: points earned. Grey bar: the weight we could check.

Evidence

Unless a row says otherwise, the source is the named page of Direct Financial Services's own website (self-reported), read Sep 26, 2026.
ClaimWhat the source showsSourcePoints
Business name Direct Financial Services home page
Website https://floridataxdirect.com/ home page
Office locality Deltona, FL home page
Phone +19045340390 home page
Offers bookkeeping Documented: ...and expertly handling the ongoing financial management of tax burdens, payroll, bookkeeping, and other comprehensive accounting services while providing expertise in business... /about-us-business-advising
AP / AR Documented: ...your best start date and load balances as of that start date, including outstanding accounts receivable and outstanding accounts payable as of that start date. 9 Prepare the list... /tax-help-services/business-services-for-small-b 4 pts (max 4)
Payroll coordination Documented: ...mind when it comes to the IRS. More About Us Recent Posts The Deltona Small Business Q3 Payroll Checklist for a Painless Year-End Close by Naydali Maldonado-Hurst Quick Answer... home page 4 pts (max 4)
Month-end close + reporting Documented: ...allow you to eliminate discrepancies and maintain accurate records for your business. Balance sheets 9 Gives you a snapshot of the financial health of your business at any given... /tax-help-services/business-services-for-small-b
Oct 31, 2026
6 pts (max 6)
Software supported QuickBooks /tax-help-services/business-services-for-small-b 5 pts (max 5)
What is included / excluded Documented: Monthly or quarterly, depending on the size of your business and your specific needs, we will take care of the following accounting and bookkeeping services /tax-help-services/business-services-for-small-b
Oct 31, 2026
5 pts (max 5)
Reporting cadence stated Documented: Monthly or quarterly, depending on the size of your business and your specific needs, we will take care of the following accounting and bookkeeping services /tax-help-services/business-services-for-small-b
Oct 31, 2026
4 pts (max 4)
Working contact route verified [email protected] (mail server found) DNS check
Third-party
Sep 26, 2026
2 pts (max 2)
Privacy / data-handling page Documented: Privacy Policy /privacy-policy 2 pts (max 2)

Checked and not found

  • Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Industries served (documented) (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Communication channel / process (0 pts, max 3).
  • Not verified. Searched Florida DBPR Board of Accountancy licensee file for CPA firm records named 'Direct Financial Services' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
  • Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Direct Financial Services' in Deltona, FL on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).

Searches that find nothing are not a mark against a firm. How we search.

Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Named contact / team (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).

Check it yourself on the state's own records: Florida Board of Accountancy license search and business registry search.

  • Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).

Data limitations

  • 19 of 22 evidenced items come from Direct Financial Services's own website and are labelled self-reported.
  • No ratings or review counts are published here. Why.

Is this your firm?

Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.