Hablamos Español
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!
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.
Amanda Ennis | Tax & Financial Professional, Life Insurance Agent
Originally from Georgia, Amanda has spent the last 20+ years in South Florida. Registered with the state of Florida, she is a licensed Realtor for the last 8 years, and a Licensed Life Insurance Agent for the last 2 years. Most recently Amanda has added the role as Office Manager and Unregistered Sales Associate at United Tax & Financial Services and is preparing to take the FINRA qualification exams to become a Financial Advisor Representative. Additionally, she brings with her over 20 years of success in the hospitality business and in customer service sales, including the past 7 years as a bookkeeper. Her combined history has proven to be successful and provided her the opportunity to assist and educate a diverse group of individuals from around the United States so that she may best meet each and everyone’s specific goals and objectives.
Alexi Smith | Administrative Assistant
My name is Alexi Smith and I was raised in Jupiter, FL. I graduated from Florida Atlantic University with a bachelor's degree in Sociology and a minor in Studio Art. As a student, I was a member of the Phi Kappa Phi Honor Society in recognition for exceptional work ethic. I continue to strive for excellence in my career endeavors, no matter where life takes me. I am currently an office assistant at United Tax and Financial Services, and I look forward to serving you.
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.
Contact
United Tax & Financial Services
Phone - 561-242-0568
Fax - 561-242-7997
Email - Send a Message