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Our Services

Comprehensive Financial Solutions for a Stronger Future

At United Tax & Finance Services LLC, we deliver end-to-end tax, accounting, and financial solutions that help individuals and businesses stay compliant, organized, and future-ready. Our team provides expert support in tax filing, bookkeeping, payroll, auditing, and risk governance to strengthen financial integrity and decision-making. Whether you’re seeking year-round guidance or specialized consulting, we combine accuracy, transparency, and personalized attention to help you achieve lasting financial confidence.

Tax Planning & Strategy

Tax Planning & Strategy

Our Tax Planning & Strategy service helps individuals and businesses minimize liabilities, maximize savings, and make smarter financial decisions year-round. We take a proactive approach — analyzing your income, investments, and operations to design strategies that align with your goals and comply with evolving tax laws.

What’s Included:

  • Annual & Quarterly Tax Planning Sessions

  • Business Structure Optimization (LLC, S-Corp, C-Corp)

  • Deductions & Credit Maximization

  • Retirement & Investment Tax Planning

  • Multi-State & Cross-Border Tax Analysis

  • Capital Gains & Real Estate Tax Strategy

  • High-Income & Professional Tax Optimization

  • Estate & Inheritance Tax Guidance

Optional Add-Ons:

  • On-Demand Tax Review Meetings (Monthly or Quarterly)

  • Year-End Tax Projection Reports

  • Multi-Year Tax Planning Packages

Average Turnaround: Ongoing or quarterly sessions
Available: Online or in-person consultation
Why It’s Unique: We combine deep regulatory knowledge with personalized financial insight — helping clients plan ahead, reduce risk, and retain more of what they earn.

Price: $175 (One-time or Monthly)

Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495

One-time purchase: 1× 60-minute consultation (Starter Online).

Monthly subscription includes:
✓ 1 × 60-minute consultation (online)
✓ Email follow-up and tax planning summary
✓ Quarterly tax planning or compliance insight

Note:
In-person sessions outside our main office may include additional costs for travel, documentation, or coordination.
All related charges will be confirmed before booking approval.

Subscriptions renew monthly and can be canceled with 30 days’ notice before the next billing cycle.

$175.00

Contact us

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