About Us

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Paul R. Caccomo, EA
Enrolled Agent
Investment Advisor Representative
At United Tax & Financial Services, we focus on placing our clients at first priority. We 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 ensures clients with accurate, efficient, and state-of-the-art services at a competitive price
 
 

Two 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

 

     Our Sevices Include:

Tax Preparation and Tax Planning Services for Individuals and Small Business

Bookkeeping and Accounting

Corporation, Partnership and LLC Formations

Retirement Planning

College Savings Plans

Professional Portfolio Management offered through Legend Advisory Corporation

Estate Planning

Life Insurance

Health and Long Term Care Insurance

Annuities

Securities offered through Legend Equities Corporation, member FINRA & SIPC. Advisory services through Legend Advisory Coproration, a registered investment adviser. United Tax & Financial Services, LLC is not an affiliate of Legend Equities Corporation or its affiliates. Legend Equities Corporation and its affiliates so not provide tax, legal or estate planning services or advice.

 

Annual participation in Continuing Professional Education courses offered by local chapters of national accounting and tax associations keeps our firm on the leading edge of ever-changing tax laws and accounting methods.

- Computerized office and internet access ensures clients accurate, efficient, state-of-the-art service at a competitive price.
- Visit the Services area of our site to learn more about the many tax and financial planning services available to individuals and businesses.
- Visit the Contact Us page for information regarding how to reach us via telephone, fax, e-mail or mail.
- Feel free to contact the office anytime. We're here year round to help.