United Tax Services

Our Services

Managing your investments is integral to what we do, but it is only a single part of the complete wealth structuring service, which includes tax mitigation and advice, inheritance planning, trust establishment and philanthropic giving.

Many advisers consider tax as separate from investment and pensions, leaving you to unravel how they can be managed effectively. In fact, these elements are all connected: viewing them as a whole can enhance your wealth tremendously over the long term.

Of paramount importance to our integrated wealth management service is a disciplined yet vigorous investment approach, with a prominence towards judicious allocation of client’s assets. We assist clients in designing effective investment structures and managing portfolios in tax efficient fashion, while augmenting that with financial research across all asset classes, portfolio strategy assistance, portfolio modeling, stock selection strategies, and broker report summaries.

Managing your portfolio of investments and assets can be extremely complex — particularly when youre looking to distribute wealth to descendents free of tax or regulatory constraints. United Tax Consulting Ltd. creates and manages sophisticated trust structures that maximize the value of your assets, eradicating ambiguity and distributing funds effectively. We also assist you transfer wealth inter-generationally; ensuring unseen expenses dont infringe upon your estate.

United Tax Consulting Limited is increasingly finding that wealthy clients wish to distribute a portion of their wealth towards philanthropic causes. We can assist in the establishment of a viable structure to meet your requirements, which might include a trust or charitable corporate entity. We would also ensure that this structure is designed to take advantage of the generous tax entitlement often available to such vehicles. United Tax Consulting Limited commits to working with you to ensure that your charitable goals are met in full.

  • IRS Appeals & Representation
  • Offers Compromise
  • Truly independent - Our advice is always independent and specific to your needs. In addition, we are able to leverage the resources of our network of global traders, instead of being restricted to any single platform.
  • Comprehensive and integrated - We provide counsel in every area of wealth management, with particular expertise within asset management, concentrated equity positions, financial planning, private banking, philanthropic planning, tax minimization, lending, insurance, trust and intergenerational wealth transfer.
  • Boutique - With less than 120 clients, we are able to offer superior service and trusted advice to a niche of high-net-worth families.
  • Fiduciary responsibility - We have a fiduciary responsibility to act in our clients interests ahead of our own. Unlike most brokerage houses, United Tax Consulting Ltd. is a Registered Investment Advisor (RIA) and have no financial interest in any of the services that we recommend. This ensures our clients can work with us without conflict, with total transparency, and that our interests are juxtaposed with our clients.

Our independent, objective advice and tailored service provides all of our clients with a uniquely boutique experience. Put simply, our goal is to efficiently add value to our clients interests.

IRS Appeals & Representation

Our attorneys will guide you through every stage of an IRS audit, using our expertise and knowledge to find the best solution for you. We know that it is always prudent to seek legal representation as soon as the IRS contacts you, when your first instinct may be to bury your head in the sand, hoping that the issue will go away. In our experience: it rarely does.

Legal representation is the first step in addressing your tax issues, and United Tax Consulting Limited understands that the IRS will be steadfast in its pursuit, if they believe you have a case to answer. Our attorneys understand the process, and are here to reduce your stress levels immediately. It is of utmost importance that you consult a tax professional BEFORE you enter into any correspondence with the IRS, as we become your trusted negotiator with the IRS, allowing you to attend to your business life.

Offers Compromise

We can negotiate installment agreements on your behalf with the IRS, in addition to submitting an Offer in Compromise (OIC), which can become an intricate matter.

Success requires significant attention to detail, and observance with a myriad of IRS regulatory procedures. The difference between approval and rejection of your OIC is oftentimes the experience and sagacity of your tax professional.

Innocent Spouse Relief

Innocent Spouse Relief is a form of tax relief that can relieve you of your tax liabilities, interest and penalties as a result of filing a joint tax return with your current or ex-spouse.

Filing your taxes jointly can provide many benefits - and occasionally it can create problems. When you are married and file a joint return together it means that both individuals are jointly and individually responsible for the taxes that are owed, even if one spouse made the majority or the total amount of taxable income. It is important, and beneficial to understand that any IRS collection activity will stop when an Innocent Spouse Relief claim is filed.

Installment Agreements

If you are discovered by the IRS to owe taxes, they will calculate penalties and interest on any amount due. These can cause a small delinquent tax debt to intensify into an unmanageable amount within a very short period of time. Of the 140 or so tax penalties available to the IRS, the most common are failure to file, failure to pay, and fraud.

Penalties typically can make up 25% of the total amount owed, but could be even more depending on the type of penalty calculated and the additional interest that will likely be accumulated. We can assist you in negotiating a suitable payment plan and spread the cost of your tax bill over a period that suitable to you.

Penalty Abatements

Our experienced tax attorneys are expert at negotiating penalty abatements – getting the IRS to either completely or partially reduce your penalties. This will greatly reduce the amount owed and assist in resolving your tax issues expeditiously.

These are just some of the solutions we can bring to your tax issues. United Tax Consulting Ltd. professionals have the necessary expertise that is required to help you navigate the minefield of IRS investigations and audits. We strongly recommend that you contact one of our professionals immediately, if you have been contacted by the Internal Revenue Service.

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