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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:

No Check! Where's Your Proof?

Very few banks return your cancelled checks. So what do you need to do if required by the IRS to prove your deductions? Often this means staying ahead of the game at year-end.

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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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Yes! You Owe Tax on That

If something of value changes hands, you can bet the IRS considers a way to tax it. Here are five taxable items that might surprise you.

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Other Topics From This Newsletter

View February Client Update Newsletter

Tax & Business Newsletter

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3 Questions to Ask Before You Expand Your Business

Your business is profitable, and the demand is strong for your services. The future looks bright. Is it time to expand? Here's what you need to know.

Tax Planning Insights

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Improve Your Tax Forecast Accuracy with These Tips

Knowing how much money to include in your quarterly estimated tax payments can be quite a challenge. Here are some tips to get more accuracy in your tax forecasts and estimated payments.

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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!