Skip page header section and navigation, to main content

Our Services

Welcome to our website!

Laptop WomanOur Online Office brings tax and financial services directly into your home or business, enabling you to more actively participate in your financial management. You can:

  • Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.
  • Stay Alert to tax and accounting news by reviewing the client newsletter.
  • Register Your e-mail Address to receive important announcements through Service PLUS!
  • Review Tax and Financial Topics of Interest in the Additional Pages section of our site

 

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.

 

Subscribe to Newsletter

 

 

 

                                 

        

 

 

 

 


Learn More

We're here for you no matter where you are!

Learn More

Latest Information

Client Resource Center

Image for Featured Client Resource Article

Featured Article:

In The News

The following is an overview of some of the tax news and legislative proposals discussed or introduced over the past several weeks.

Read Featured Article
Read All Articles

Weekly Tax Tips

Image for Featured Weekly Tax Tip

Featured TaxTip:

Understanding Tax Terms: Head of Household

The head of household filing status is often misunderstood and overlooked. The IRS provides three requirements that need to be met in order to claim. Does it make sense for you?

Read Featured TaxTip
Read All TaxTips

TaxVid Videos

Image for Featured TaxVid Video

Featured Video:

Understanding Head of Household Rules

A common taxpayer mistake is not understanding the Head of Household filing status. Finally, there is a brief summary available. Not to be an expert, but simply to know if and when it applies to you!

Watch Featured Video
Watch All Videos

Latest Newsletters

Featured Newsletter Article

Image for Featured Newsletter Article

Banks Won't Always Save You from Scams

Here's a look at the protections that banks and credit unions usually provide to their customers - and which situations where you'll likely be on your own.

Read Featured Article

Other Topics From This Newsletter

View September Client Update Newsletter

Tax & Business Newsletter

Image for Tax & Business Newsletter Article, Businesses Urged to Confirm Eligibility for Employee Retention Credit

Businesses Urged to Confirm Eligibility for Employee Retention Credit

The IRS continues to urge businesses with pending and previously-approved Employee Retention Credit claims to review their filings to confirm eligibility. Here's what you need to know.

Tax Planning Insights

Image for Tax Planning Insights Article, 5 Great Tax Planning Ideas for You

5 Great Tax Planning Ideas for You

Here are 5 great tax tips to stay organized and keep your tax bill as low as possible.

Subscribe to Newsletter

Meet Our Staff

Paul R. Caccomo

Founder, CEO, Enrolled Agent

Mark Harvat

Enrolled Agent

Alexi Smith

Administrative Assistant

Stay in Touch

Where to Find Us

Here are the best ways to contact us.

561-242-0568 info@UnitedTaxandFinancial.com

603 Village Blvd Suite 302, West Palm Beach, FL 33409

Send Us a Message

We would love to hear from you!

561-242-0568 info@UnitedTaxandFinancial.com

We are now hiring Bookkeepers/Accountants, EA's/CPA's, Tax Professionals, Financial Advisors/Wealth Managers, and Life/Health Insurance Agents. Contact us to learn more and apply today!