603 Village Blvd Suite 302, West Palm Beach, FL

Tax Services

Individual Form 1040 Tax Returns

With decades of experience, our expert tax accountants and enrolled agents in West Palm Beach make tax time easier for you by completing your individual tax returns to ensure you get the biggest return possible each year.

Business Tax Returns

Are you a small business owner? We specialize in preparing tax forms for you to make sure you’re in compliance each year. We work with:

  • LLCs
  • Corporations
  • Partnerships
  • Nonprofit clients

Estate and Trust Tax Returns

We prepare Form 1041, U.S. Income Tax Return for Estates and Trusts.

Annual and Semi-Annual Tax Planning Services

We’re here to assist you year-round, and one of the ways we do that is through annual and mid-year tax planning for you and/or your business.

Tax Resolution

Do you owe the IRS or are you being audited? Not only do we have Enrolled Agents who can act on your behalf directly with the IRS, we can also provide a variety of options to help you resolve any tax issues with the IRS.

Personal Success Package - Easy Monthly Payment

Everything you need to reach your goals faster.

1 - Financial Success Planning

A strategic plan for your personal finances & active support you need to make your goals a reality.

5 - Proactive Tax Planning

Ongoing review of your tax situation so you'll know you're paying the least possible tax & can use your income in other ways.

2 - Balance Sheet Prep Analysis

Gain power from knowing the exact picture of your current financial health. Know where you are & track your progress.

6 - Preparation & Filing of Your Return

Your state & federal return will be taken care of in the best possible way, by our experienced professionals.

3 - Personal Financial Review

Know all the critical areas of your financial life are covered, plus guidance & help if anything is missing.

7 - IRS Correspondence Assistance

Never fear correspondence from the IRS, State, or local agencies. We'll tell you what it means &exactly what needs to be done to address it.

4 - Withholding Analysis

Review of your tax withholding to make sure you're aligned with your other goals and protecting against any bad surprises.

8 - Unlimited Access to Our Team

Unlimited access to your personal financial advocate. We fight in your corner with knowledge & data you won't find anywhere else!

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

We're ready to make your life easier!
Give us a call today at (561) 242-0568 to learn more about how we can help or to get started.

Download Our Client Guide!

Looking for other financial planning services? We also provide:


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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