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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.

 

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Latest Information

Client Resource Center

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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.

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Weekly Tax Tips

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Featured TaxTip:

Great Tax Reduction Ideas

The tax code is about 75,000 pages long, so it's not surprising there are many overlooked money-saving deductions hidden within it. Check out these great ideas to lower your tax.

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TaxVid Videos

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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!

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Latest Newsletters

Featured Newsletter Article

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Start Your Tax Planning NOW!

Keeping your taxes as low as possible requires paying attention to your financial situation throughout the year. Here are some tips for getting a head start on tax planning for your 2024 return.

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Other Topics From This Newsletter

View May Client Update Newsletter

Tax & Business Newsletter

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Midyear Tax Planning for Your Business

A midyear tax review of your business can pay off in big ways. Here are some ideas.

Tax Planning Insights

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Summer Tax Saving Ideas

With the school year winding down and summer about to heat up, there are plenty of opportunities to cut your 2024 tax bill. Here are several ideas.

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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!