About

DKTaxServices is co-founded by Diane Kennedy, CPA/Tax Strategist and Bill Bourbonnais, EA, MBA and Tax Strategist.

Diane Kennedy, the nation’s preeminent tax strategist, is co-founder of Diane Kennedy’s Tax Services, a leading tax firm that works with clients throughout the U.S. and founder of TaxLoopholes, an award-winning online tax education site.  Diane is the author of The Wall Street Journal and Business Week bestsellers, Loopholes of the Rich and Real Estate Loopholes, and co-author of The Insider’s Guide To Real Estate Investing Loopholes, The Insider’s Guide to Making Money in Real Estate, The Insider’s Guide to Tax Free Real Estate Investing and Tax Loopholes for eBay® Sellers.

In June 2008, Diane was invited to participate in the first White House Roundtable for Financial Literacy, sponsored by the White House Faith-based and Community Leader Initiative. She has also been invited to private meeting with members of the Senate Finance Committee and House Committee of Ways and Means regarding key tax initiatives.

She has written for The Tax Savings Report, Investment Advisor Magazine, Personal Excellence, the Money & Finance section of Balance Magazine, and Healthy Wealthy n Wise.  She’s been featured in Kiplinger’s Personal Finance, The Wall Street Journal, LA Times, San Francisco Business USA Today, the Associated Press and on CNN, CNNfn, Bloomberg TV and radio, CNBC, StockTalkAmerica and scores of other national TV and radio shows.

Bill Bourbonnais, co-founder of Diane Kennedy’s Tax Services, and founder of W L B Accounting Solutions LLC, a virtual-service accounting and bookkeeping firm serving clients nationwide, has served as a very successful tax and accounting consultant since 1993, when he established his first tax preparation firm, WBITS, in San Diego while still working full-time and finishing his MBA in Finance at Webster University.
Bill came into accounting from a less-traditional route than most in the profession.  While many tax and accounting professionals pursue their accounting degree and then intern at a CPA firm to learn their craft, Bill has worked up through the ranks in virtually every operational department in several companies, in addition to owning and operating several successful businesses with his wife, Laura.  His love of tax and accounting has come about through his understanding of the contributions every department makes to the success or failure of a business operation.

Through his private practice, Bill has served a broad range of clients, including non-profit organizations, manufacturing firms, homeowners associations, consulting firms, farming and agricultural companies, consultants, and law firms.  In addition, Bill has taught undergraduate tax and accounting courses for University of Phoenix Online and Fresno, California campuses, and is an IRS Enrolled Agent. Bill is also Controller for Diane Kennedy’s Tax Loopholes, LLC and Diane Kennedy & Associates P.C., as well as several other business and investor clients.

When not crunching numbers and consulting with clients, Bill enjoys spending time with his wife, Laura, and son, Daniel.  The family enjoys swimming, reading, and weekend trips to the local mountains.

Beware of Anyone that Guarantees Tax Results

27 December 2008

In the past few weeks, my husband Richard has had a few people inquire if we can guarantee that tax savings.  I understand the question.  Let’s say you are currently pretty satisfied that you have a good CPA.  There might be times when you feel like you have to remind him of things and maybe [...]

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Announcement

Some Mistakes I Can’t Fix

27 December 2008

Most of the time when I review past returns for new or prospective clients, I find mistakes that we can fix.  There are a few that we can’t.  I’ve dealt with all kinds of outrage when my new clients discover they have overpaid taxes because some strategies didn’t work or because the return wasn’t properly [...]

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Success Stories

TaxLoopholes Blog

Mortgage Crisis, Real Estate Crisis - How Do You Report This On Your Tax Return

05 January 2009

We’re almost done with 2008. A lot of investors who were in real estate are going to soon be grappling with one big question: How do I write this all off? If your real estate went down in value and nothing else happened - you didn’t sell, lose the house or otherwise change your [...]

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TaxLoopholes Blog

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