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About United Tax & Financial Services, LLC

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Paul R. Caccomo, EA
Enrolled Agent
Investment Adviser Representative
At United Tax & Financial Services, we focus on placing our clients at first priority. Our Tax and Financial professionals provide affordable Tax Preparation, Tax Planning, Tax Resolution, Bookkeeping/Accounting and Financial Planning Services for a wide variety of clientele. Since 2004, United Tax has helped our clients navigate through the ever changing and complex tax and financial landscape that exists today. Our offices consist of tax and financial professionals along with a highly trained administrative staff that offer our clients year round personal service. Computerized office and secure internet access helps ensure clients with accurate, efficient, and state-of-the-art services.

Three Convenient Locations:


AmTrust Bank Building

603 Village Blvd Suite 302

           West Palm Beach, FL 33409

           (561) 242 - 0568



The Nexus Business Center
8461 Lake Worth Road
Lake Worth, FL 33467
(561) 340-1445




The Nexus at Stuart
850 NW Federal Hwy
Stuart, FL 34994
(561) 242-0568 - (888) 816-4288

preview Team Members section anchor

Paul R. Caccomo

Paul R. Caccomo

Founder, CEO, Enrolled Agent

As founder and CEO of United Tax & Financial Services LLC, Paul has a long executive management track record, with over 40 years of experience creating and developing highly efficient synergistic teams of tax and financial professionals with client’s best interest always as first priority.
Prior to United Tax & Financial Services, Paul was a Vice President and Complex Director of a Wall Street investment firm. Assigned to develop the state of Michigan in 1981, he established an organization of licensed financial advisors and administrative staff. Paul has maintained his status and outstanding compliance record as a licensed Enrolled Agent with the IRS, and is a Registered Representative and Investment Adviser Representative.

Mark Harvat

Mark Harvat

Enrolled Agent

Mark has over 20 years of experience in preparing tax returns for individuals, corporations, estates and trusts. He has been an IRS Enrolled Agent for the past 15 years earning an average of 26 hours of continuing education each year. He spent over 16 years working at National, Regional and State CPA firms. Since joining United Tax and Financial Services LLC, Mark has helped hundreds of businesses and individuals navigate through the ever changing and complex tax process.

Mark is not affiliated with the Lincoln Investment Companies.

Alexi Smith

Alexi Smith

Administrative Assistant

Alexi Smith was raised in Jupiter, FL. She graduated from Florida Atlantic University with a bachelor's degree in Sociology and a minor in Studio Art. As a student, she was a member of the Phi Kappa Phi Honor Society in recognition for exceptional work ethic. She completed the National Tax Training School (NTTS) Federal Income Tax Course and looks forward to facilitating communications in order to make the tax process as painless as possible.

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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!