Tax Preparation by Professionals Who Already Know Your Financial Story
Accurate, thorough personal and business tax returns prepared by CPAs and Enrolled Agents who manage your investments, your financial plan, and your tax strategy year-round.
Filing Status
On Track
Context Level
Full Year
Surprises
Zero
The Problem
Your Tax Preparer Shouldn't Be Meeting Your Financial Life for the First Time in March
Every spring, millions of people gather a pile of documents, hand them to a CPA who has no context, and hope nothing gets missed. When your preparer and your advisor are at different firms, your return is only as good as the information you remember to hand over.
At United, your tax return is prepared by the same team that built your financial plan and managed your portfolio. They already know what happened and why.
Typical Tax Season
Preparer sees your financial life for the first time
No context on Roth conversion
Preparer didn't know about the June conversion
Stock options timing unknown
Nobody explained why Q3 instead of Q4
Year-end rebalance missed
Portfolio rebalanced two weeks before year-end, preparer unaware
Result: missed deductions, surprise bills, strategies that never made it to the return
What You Can Expect
Tax Preparation With Full Context
Personal Tax Returns
Prepared by CPAs and Enrolled Agents who understand your investments, retirement income strategy, Roth conversions, and charitable giving, because they were involved in those decisions throughout the year.
The United Difference
The Return Is the Last Step, Not the Only Step
At most accounting firms, the tax return is the entire relationship. You show up in March, hand over your documents, and get a return back in April. Whatever happened during the year is already done.
At United, the return is just where everything comes together. By the time we sit down to prepare your return, there are no surprises, because we've been managing your tax situation all year. The return is simply the final expression of a strategy that's been running for twelve months.
Your tax year at United
CFP® professional recommends Roth conversion
Portfolio manager harvests losses
Estimated payments adjusted for income
Return prepared, no surprises
No surprises. A return that reflects 12 months of strategy.
How This Connects to Your Full Financial Picture
At United Financial Planning Group, every service is informed by the others. No silos, just one integrated team working across your entire financial picture.
Tax Planning
Tax preparation is reactive. Tax planning is proactive. We do both, and they inform each other.
Financial Planning
Your tax return is one of the most important inputs to your financial plan. We connect both.
Investment Management
The CPAs who file your return also manage your portfolio. Tax-aware investing by design.
What Our Clients Say
Hear from families and professionals who work with our integrated team.
Our Fees
Transparent, fee-only pricing with no commissions or hidden costs.
Guidance from our team of CFP® professionals, CPAs, and Enrolled Agents. Meet the team
Last updated: March 2026
Tax Season Shouldn't Feel Like Starting Over
Schedule a no-pressure conversation. We'll talk about how your taxes are currently handled and whether there's a better way.