United Tax Advisors
FOUNDING YEAR
2023
NUMBER OF EMPLOYEES
6 - 20 employees
CREDENTIALS
ASCSP certified
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
United Tax Advisors
At United Tax Advisors, we recognized the need for tax services that balance affordability and efficiency without sacrificing quality. That’s why we focus on delivering precise, streamlined cost segregation studies customized to each client’s unique needs. Leveraging ASCSP certified engineers and dedicated customer support, we empower property owners to maximize tax savings and strengthen their financial outlook. Our mission is to provide comprehensive, accurate cost segregation studies that reflect each client’s individual circumstances, helping them make the most of their real estate investments.
Clients who would be a good fit
Any property owner looking to maximize tax deductions through accelerated depreciation would be an excellent candidate for United Tax Advisors. Cost segregation is especially impactful for those in high tax brackets or with properties worth at least $500k.
Clients who wouldNOTbe a good fit
United Tax Advisors may not be ideal for short-term property holders planning to sell soon, tax-exempt organizations, or those with minimal taxable income.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Specialties
Client Type
Services Offered
Service Pricing
Project-Based Fee
$800 to $9,000
Meeting Options
In person meetings
Video meetings
Phone
Email
Disclaimer
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6 Client Reviews
"Securing Matt's services has been my best investment in the last 24 months. He does all of my business and personal accounting. I don't spend one minute worrying about it anymore. He affords me more time with my family and friends. I couldn't ask for anything more."
3 Client Reviews
"Jeremy and his team have been my go to firm for over 6 years. I have been delighted with quick results, very responsive answers to my questions and have even been educated when needed. This firm cares about your taxes 365 days a year and does a great job of tax planning and preparation so tax day is not a dreaded experience. I need my complex corporate taxes and personal taxes handled by a knowledgeable, tax oriented team of professionals, and this team is the best."
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
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