603 Village Blvd Suite 302, West Palm Beach, FL

Tax & Financial Planning, Business Services & More!

Keep More Money in Your Pocket This Year!

New Clients Get 35% OFF Their Next Tax Prep!

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The Right Services for You AND Your Business!

From accounting and advising to tax filing and planning, we provide a variety of services to meet your every need—for both individuals and businesses alike!

We also offer a price-match guarantee and accept most competitors tax preparation coupons!

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Tax Services

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Business Services

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Finance Services

We're Hiring!

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!

Put a Face to a Name

At United Tax & Financial Services, we take great pride in providing personalized services that are also affordable for our clients. To get started, you can learn more about us and our business right here. We look forward to working with you!

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We’re Here for You No Matter Where You Are!

We specialize in assisting individuals and business owners who reside both in and outside of Florida. Whether you live here or out of state, we are still here to serve you and your tax planning and financial needs.

Practical Information for Your Questions

We’re not only available to assist you ourselves, we also believe in providing people with the tools they need to be as successful as possible. From our regular newsletter to frequently asked questions, we’ve compiled the resources we believe are key in helping you maintain a successful financial future.

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Contact

United Tax & Financial Services
Phone - 561-242-0568
Fax - 561-242-7997
Email - Send a Message

Main Location

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

Website Designed by PostcardMania

Advisory Services offered through Lincoln Investment, or Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com. United Tax & Financial Services LLC and the above firms are independent and non-affiliated.
This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.
Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances.
Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts.