Navigating your finances doesn’t have to be complicated.
At United Tax & Finance Services LLC, we make it simple to stay compliant, confident, and in control. From tax filing and bookkeeping to business formation, payroll, risk governance, and financial advisory, our trusted professionals are here to help you make smarter decisions at every step.
Whether you’re an individual, entrepreneur, or growing business, we’ll handle the details—so you can focus on your goals with peace of mind.
Your Partner in Tax, Finance, Governance, and Compliance Success
Your Partner in Tax, Finance, Governance, and Compliance Success
Our Services
At United Tax & Finance Services LLC, we provide a full spectrum of professional financial solutions designed to help individuals, entrepreneurs, and businesses stay compliant, efficient, and financially confident. From tax preparation and accounting to governance, advisory, and digital services, our team ensures every client receives precise, transparent, and reliable support tailored to their needs.
Tax Services
We offer comprehensive tax preparation and filing for individuals and businesses, including federal, state, and multi-state returns. Our experts ensure compliance, accuracy, and maximized benefits with every filing.
Accounting & Bookkeeping
Stay financially organized with professional bookkeeping, reconciliation, and financial reporting. We help you maintain accurate records, prepare financial statements, and stay audit-ready year-round.
Risk Governance & Compliance
Our governance and compliance services help organizations strengthen oversight, accountability, and control systems. We identify risks, design internal frameworks, and support transparent, ethical management.
Tax Planning & Advisory
Strategic planning for smarter financial decisions. We provide personalized tax strategies, forecasting, and advisory insights to help minimize liabilities and improve financial performance.
Digital & Remote Services
Access our expert financial support from anywhere in the U.S. through secure online filing, document uploads, e-signatures, and virtual consultations — safe, simple, and efficient.
Packages & Consultations
Choose from flexible monthly and annual plans or book one-time consultations. Our subscription options provide ongoing expert oversight and personalized financial guidance.
Support & Information
We’re here to help every step of the way — from billing and document handling to compliance reminders and ongoing assistance. Our support team ensures smooth, reliable service delivery.
-
Federal & state returns, ITINs, amendments, credits, and expatriate filing.
Business Tax & Entity Services
LLC, S-Corp, C-Corp tax filings, EIN registration, compliance filings, payroll tax, and recordkeeping.
IRS & State Resolution Services
Audit prep, penalty abatement, offers in compromise, and tax debt negotiation.
-
Monthly/quarterly bookkeeping, reconciliations, financial statements, and reporting.
Financial Statements & Assurance
Preparation of profit & loss, balance sheets, and cash flow statements for audit readiness.
Payroll setup, processing, withholding, and W-2/1099 management.
Stay Audit Ready – Let Us Handle Your Books.
-
Governance & Oversight Systems
Internal control review, compliance frameworks, and financial oversight policies.
Enterprise risk management (ERM), control mapping, and crisis response planning.
Audit-readiness, assurance support, and regulatory alignment.
Governance Advisory & Training
Board and executive training on accountability, risk awareness, and internal systems.
-
Annual/quarterly tax planning, credit maximization, and capital gains strategy.
Financial Consulting & Advisory
Business valuation, budgeting, debt management, forecasting, and performance dashboards.
Business Formation & Registration
LLC/S-Corp/C-Corp setup, EIN registration, and operating agreements.
Plan, Grow, and Succeed — Schedule Your Advisory Session.
-
Online Tax Filing & E-Signatures
100% remote filing, secure uploads, and virtual consultations.
Document archiving, payment options, and tracking tools.
Automation & Integration Support
QuickBooks, Xero, Wave, and digital bookkeeping integration.
-
Start-Up Launch
Small Business Growth
Annual Compliance
Tax & Finance Advisory
Individual Pro Tax Plan
Book online or in-person for tax, audit, and financial planning sessions.
-
Accepted methods: Card, PayPal, Zelle; deposits for some services.
Virtual or in-person appointments; document uploads and e-signature.
Retail, Real Estate, Construction, Healthcare, Logistics, IT, Nonprofits, and more.
Designed for individuals, freelancers, and professionals who want dependable, year-round support to stay financially organized and compliant. This plan offers practical assistance through regular consultations, document reviews, and secure client access — all focused on accuracy and clarity, not complexity.
Choose your plan
Ideal for small business owners and self-employed professionals who need steady, professional oversight across tax, accounting, and planning activities. This plan offers scheduled consultations, bookkeeping reviews, and quarterly check-ins to help you make informed decisions and maintain regulatory compliance.
A comprehensive service tier designed for established businesses, partnerships, and organizations that require continuous financial management and structured compliance support. This plan provides consistent reviews, forward-looking planning, and dedicated client management — ensuring confidence in every financial decision.
About our company
At United Tax & Finance Services LLC, we simplify complexity. From taxes and bookkeeping to audits, risk governance, and business advisory — our experts provide the clarity and control you need to grow confidently.
With over a decade of trusted experience, we deliver accurate, compliant, and strategic financial solutions for individuals and businesses alike. Learn more
Follow Us
⦁
Follow Us
Follow Us ⦁ Follow Us
