603 Village Blvd Suite 302, West Palm Beach, FL

Financial Services for Business Owners

Business Advisory Services

A lot goes into running a business, but it’s important to ensure that you are running it in a way that is sustainable, profitable, and protects you. Our Business Advisory Services are devoted to assisting you with every facet of this piece of business ownership.

Business Advising/Planning

Starting a business? Make sure all your ducks are in a row. We excel at providing analyses, advice, and additional planning strategies—such as entity structure planning, compliance and documentation.

Business Best Practices & Financial Overview

To ensure your business is performing ideally, we can provide you with an in-depth analysis and review of:

  • Business Income Strategies
  • Cash Flow Planning
  • Business Operations and Documentation
  • Independent Contractor-Employee Analysis
  • Company Fringe Benefits

Tax Efficiency Analysis

We provide a detailed analysis of the business financial position to minimize tax liability.

Succession Planning

Our Business Finance Professionals help clients develop a series of logistical and financial steps that will guide the process when it is time for another person or team to take over the business upon retirement, death, or disability.

Company Retirement Planning

We will help you identify the best plan for your business and employee structure. Through Lincoln Investment, our advisors offer Company-sponsored Retirement Plans, 401(k), Safe Harbor 401(k), Simple 401(k), Profit Sharing Plan, Defined Benefit Pension Plans, Simple IRA, SEP IRA.

Business Maintenance Services

You already have enough on your plate as a business owner. We can take on many of the administrative tasks involved with running your company so that you can get back to focusing on what you’re best at: your business!

Payroll and Payroll Tax Preparation & Filing

We’ll take care of every aspect of your payroll, including:

  • Set up and maintenance of all records
  • Time card tabulations
  • Withholdings of tax and benefit contributions
  • Federal and State tax filings
  • Issuance of checks and preparation of all W-2's and 1099 forms

Retirement Plan Administration

We can enroll and process employee retirement plan contributions every payroll cycle.


We work with our business clients to meet all their accounting/bookkeeping needs, from setting up accounting system files to recording and reporting tasks, including:

  • Transaction Entries and Accounts Reconciliation
  • Month-End Closing and Reporting
  • Accounts Payable and Accounts Receivable
  • Preparing and Analyzing Financial Statements
  • Monthly, quarterly and year-end balance sheet and detailed operating statements to provide helpful comparisons and calculations for effective, practical business analysis.

Annual Review

Keep an eye on your business through the eyes of a professional report. Business Maintenance Service Packages include an Annual Tax Review and Tax Schedule preparations.

Sales and Use Tax

File your business taxes and enjoy the peace of mind that everything has been done correctly—especially since tax laws are often changing. We provide firm registration and monthly or quarterly sales and use tax filing.

Other Business Services

In addition to our above standard tax and bookkeeping/accounting services, we can also support your small business through evaluations and training.

Business Valuations

We work with business clients to establish the proper value of their business. We specialize in a multi-dimensional approach to valuing small business for purchase or sale. We also value businesses for buy-sell agreements and for insurance purposes.

QuickBooks Tax Software Training

We offer QuickBooks training for small businesses, covering numerous topics—from initial file setup to electing proper GL accounts, as well as accounting method, transaction entry, creating invoices, receiving payments, reconciliation, and much more.

Business Bundle - Easy Monthly Fee

The financial support you need, all in one place.

Don't waste time managing things you don't have to. We handle the major financial components in your business, so you can focus on what you do best.

1 - Business & Personal Financial Strategy

Create friction-less symmetry between your business & personal finances. Our intention is for you to reach your goals faster and better understand all the moving parts inside your business.

2 - Custom Step-By-Step Action Planning

Always know what priorities to work on for the best results. We'll meet regularly to define your action plan, plus help you execute it over time. Know your efforts are focused on increasing profits and growth.

3 - Full Service Compliance

Tax Prep, Tax Planning, Accounting, Payroll, IRS Correspondence &Entity Maintenance. Have more time to focus on what you love. We'll make sure all your compliance needs are automatically taken care of throughout the year.

4 - Expert Support

Valuable insights and exceptional service from the people who know your business inside and out. Never pay for phone calls, meetings, or consultations again. Easy virtual access to your team.

Financial planning offered through Lincoln Investment. Tax, accounting, and payroll are not offered through, or supervised by, The Lincoln Investment Companies.

Accounting Success

Deeper Insights. Faster Growth.


$49-$199 per Month
  • For businesses just getting started or on a tight budget.
  • You handle data entry; we provide strategic support.
  • We make sure your data is ready to be included in your tax return.
  • We meet as needed to review your business data and make recommendations.
  • Account setup required. Refer to Additional Services for more details. Additional Fee may apply.


$299-$599 per Month
  • For businesses ready to automate and focus on the key things needed to grow faster.
  • You manage data entry; we perform month-end account reconciliation, and year- end labor so you don't have to.
  • We both have complete access to your real-time financials, 24/7, from any device.
  • We perform monthly analysis of your key numbers + provide proactive planning & savings strategies so you can reach your goals.


$699+ per Month
  • For mature, revenue saturated businesses.
  • We become your full- service "accounting department".
  • Our automated accounting platform does all your data entry, reconciliation, and year-end labor so you don’t have to.
  • We take care of all day- to-day accounting & financial activity, provide deep analysis to help you reach your goals, and give you time back to focus on what you do best.

Employee Advantage Program

Everything you need for easier employee management & better results.

Starting at $99/mo

+ $30 per Employee
  • Intelligent Analysis | Access better data and make key decisions easier through our intelligent analysis process. We’ll review and analyze all the critical employee data in your business and use that information for year-round recommendations and action planning.
  • Full Payroll & Tax Management | All your payroll and employee management needs expertly taken care of throughout the year so you can go back to running your business and spend less time on “paper-pushing”.
  • Modern Employee Portal | Increase employee happiness and make your job easier with a modern employee portal. Keep all important HR & employee documents in one place, have employees request & view PTO and even track hours. Grow the business you have always wanted.

Additional Services

Everything you need to make your business great.

Account Setup

From $750
  • Data On-boarding
  • Quick Books Setup
  • Accounting Crash Course
  • Key - "How To" Training
  • Chart of Accounts Setup
  • Classification Setup
  • Sales Tax Setup
  • Inventory Setup
  • e-Commerce Setup (PayPal, Square, etc.)

Entity Maintenance

$29/mo per Entity
  • Active monitoring for entity compliance status
  • Proactive notifications for filing requirement
  • Access to immediate filing assistance
  • Electronic filings so you don't have to leave your desk
  • State specific guidance so nothing falls through the cracks

See something you'd like assistance with? We'd love to chat more with you about our financial planning services! Give us a call today at (561) 242-0568 today!


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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