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Tax Season Is Here! Its time to file your 2023 taxes.

Fill in the form below for a free initial consultation, or book a call with one of our tax advisors here

Individual Tax Services

Navigating the complexities of individual tax preparation requires expertise and precision. At United Financial Planning Group, our team of Certified Public Accountants (CPAs) and Enrolled Agents (EAs) brings 30+ years of experience and personalized service to ensure that your tax filings are accurate, optimized, and stress-free.

Who we help:

  • Employees
  • Business Owners
  • Retirees
  • Real Estate Investors

Business Tax Services

Your business deserves tax services that not only comply with current laws but also strategically benefit your bottom line. Our specialized Business Tax Services are designed to cater to the unique needs of businesses across various sectors. With a dedicated team of CPAs and EAs, United Financial Planning Group offers comprehensive tax solutions from filing to planning, ensuring your business navigates the tax landscape efficiently. We address everything from corporate tax, partnerships, and S-corporations to startups and small businesses.

Individual and Business Tax Planning & Preparation

At United Financial Planning Group, we cater to both individuals and businesses, big or small, ensuring a smooth journey through tax season. With more than three decades of expertise, you can trust that your taxes are managed by seasoned professionals. Let tax season be a stress-free period with our dedicated support. 

  • 500+ Successful Clients
  • Competitive fees
  • CPAs and Enrolled Agents with 30+ years of experience
  • 100% 5 Star Reviews
  • Tax planning & preparation for individuals or businesses
  • Locations in NYC, Hauppauge, and Lake Success
  • Service Nationwide

Book a call directly with us below:

United Financial Planning Group, LLC  BBB Business Review