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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:

Turning Your Hobby Into a Business

Turning your hobby into a business can get you a big tax benefit if you do it right - or a big tax headache if you do it wrong.

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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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Partner With a Tax Expert if the IRS Comes Knocking

Here are several reasons to partner with a tax professional as soon as you receive a letter from the IRS.

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Other Topics From This Newsletter

View July Client Update Newsletter

Tax & Business Newsletter

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New Employee Overtime Rules Now In Effect

New overtime rules are now in effect that may mean higher payroll expenses for your company. Here's what you need to know about the new rules and how to make sure your business is in compliance.

Tax Planning Insights

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Municipal Bonds - Time to Take Another Look

If you invest in securities such as municipal bonds or municipal bond funds, you can generate tax-free interest income. Here is what you need to know.

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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!