603 Village Blvd Suite 302, West Palm Beach, FL

All About United Tax & Financial Services

Overview

Since 2004, we have devoted ourselves to providing affordable tax and financial services to every client that comes through our door—from individuals to businesses. We understand that the financial world can be overwhelming, and we’re here to apply our knowledge to make your life simpler, help ensure you’re meeting tax requirements, and feel confident about your financial future.

Scroll down to meet our team!

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Paul R. Caccomo | 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.

Gisselle Rocha | Tax Accountant

Gisselle is bilingual and a first generation American of Cuban decent with over 7 years of experience in Accounting, Finance and Human Resources in the public, private, and government sectors; she contributes executive level experience in business development, strategic business planning, budget execution, and human potential.
Gisselle demonstrates a consistent pattern of leadership, initiative, and quantifiable results. She prides herself in being focused on finding the right questions to ask and assembling and iterating on the best ideas to build systems. Her focus on new ideas and passion around communities has led her to serve as Tax Accountant at United Tax and Financial Services, LLC. Gisselle works directly with local business owners to maximize their business’ accounting efficiency as well as help them create new opportunities for their institutional financial growth.

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.

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.
Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts.

We’re ready to assist you with all of your financial needs!
Get in touch with us today at (561) 242-0568.

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

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