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At UFS, we conduct a comprehensive review of every client’s tax return to highlight opportunities for maximizing tax reduction. We actively seek tax solutions including tax advantaged investments. We also offer a free, mid-year tax review with your preparer to assure that all strategies are in place for a successful tax season. Financial planning clients receive discounts for their tax preparation services.
Some of the tax issues we tackle regularly include:
- State tax return preparation
- Federal tax return preparation
- Individual tax preparation and planning
- Income, gift and estate tax returns
IRS Forms
Tax appointment checklist
Tax Referral Program
Tax services are offered through Unified Tax Services, LLC, a wholly owned subsidiary of Unified Financial Services. Unified Tax Services, LLC is not affiliated with LPL Financial.
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© 2011 Unified Financial Services, LLC. All rights reserved.
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Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice and financial planning offered through Unified Wealth Management,
- a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representative associated with this site
may only discuss and/or transact securities business with residents
of the following states: AZ, CA, CO, CT, FL, IL, IA, IN, LA, MD, MA, MN, MO,
MT, NJ, NM, NY, ND, OK, PA, RI, SC, TX, and VA. |
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