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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:

Anticipating your Refund

Once your tax return is filed, it is often a waiting game to get your refund. Here is what to expect AND what you can do to keep track of your refund status.

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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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Common Missing Tax Return Items

Want your tax return filed quickly and without error? Then double-check this list of items that are often overlooked. These missing items often cause delays in getting your tax return filed.

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Other Topics From This Newsletter

View March Client Update Newsletter

Tax & Business Newsletter

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7 Tips for Small Business Accounting Success

Keeping your company books in order can be a challenge. The following tips, though, can help set your accounting system up for success.

Tax Planning Insights

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Save Hundreds of Thousands with this Simple Concept!

This planning concept needs to be understood early in life. Knowledge of this concept can save 100's of thousands in retirement savings.

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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!