From accounting and advising to tax filing and planning, we provide a variety of services to meet your every need-for both individuals and businesses alike! We also offer a price-match guarantee and accept most competitors tax preparation coupons! We are now hiring bookkeepers/accountants, EA's/CPA's, tax professionals, financial advisors/wealth managers, and life/health insurance agents.
At United Tax & Financial Services, we take great pride in providing personalized services that are also affordable for our clients. To get started, you can learn more about us and our business right here. We look forward to working with you! We specialize in assisting individuals and business owners who reside both in and outside of Florida.
At United Tax & Financial Services, we take great pride in providing personalized services that are also affordable for our clients. To get started, you can learn more about us and our business right here. We look forward to working with you! We specialize in assisting individuals and business owners who reside both in and outside of Florida.
Services
Since 2004, we have devoted ourselves to providing affordable tax and financial services to every client that comes through our door-from individuals to businesses. We understand that the financial world can be overwhelming, and we're here to apply our knowledge to make your life simpler, help ensure you're meeting tax requirements, and feel confident about your financial future.
With decades of experience, our expert tax accountants and enrolled agents in West Palm Beach make tax time easier for you by completing your individual tax returns to ensure you get the biggest return possible each year. We're here to assist you year-round, and one of the ways we do that is through annual and mid-year tax planning for you and/or your business.
A lot goes into running a business, but it's important to ensure that you are running it in a way that is sustainable, profitable, and protects you. Our Business Advisory Services are devoted to assisting you with every facet of this piece of business ownership. Starting a business? Make sure all your ducks are in a row.
Whether you're planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. Our advisors will help you create a customized roadmap to help hit your financial target. Advisory Services offered through Lincoln Investment, or Capital Analysts, Registered Investment Advisers.
We've compiled a selection of useful tax tips and additional info to help you prepare for the upcoming year in taxes and beyond! Check back here weekly for important news that could impact you and your financial status. We've compiled some of our key tax strategies and advice for making taxes more manageable for you.
