Your taxes and books done right. Or we pay the penalty.
A fixed price before we start. Every number explained before you sign. And if our mistake ever causes an IRS penalty, we pay it. That's how United Accounting and Tax works with every family and small business we serve.
What you get with United
- Fixed price in writing, before any work begins
- Accuracy guarantee on every return we prepare*
- Monthly reports that tell you if you're really making money
- Bookkeeping, taxes, payroll and paperwork in one office
- Two local offices: Naples and Bonita Springs
Running a business is hard enough. Your numbers shouldn't be.
- You work all month but honestly don't know if the business is making money.
- Every tax season is a last-minute scramble to find paperwork.
- An IRS letter showed up and you're not sure what it wants.
- Your last preparer just said "sign here" and never explained anything, then charged more than quoted.
Here's everything you get when we do your taxes
This isn't just "filing a return." It's getting the problem off your plate, with no surprises.
- Preparation of your return, personal or businessPrepared by our team and reviewed before it's filed.
- Line-by-line explanationYou understand every number before you sign.
- Fixed price in writing, before we startYou never pay more than we agreed.
- IRS letter reviewFREEWe tell you what it means, what documents you need and the deadline to respond.
- Help with prior years and amendmentsBehind on filing? We help you catch up, step by step.
- Accuracy guaranteeIf our mistake causes an IRS penalty, we pay it.*
- $50 off your first returnNEW CLIENTSMention this offer when you call.*
Call today for your fixed price. No obligation.
Get my fixed priceYour books up to date every month. The first 2 months are on us.*
You focus on running your business. We record your income and expenses from your bank and card statements, deliver your reports every month and walk you through what they mean.
- Income and expenses recorded every monthRecorded from your bank and card statements.
- Monthly reports on timeKnow how much came in, how much went out and how much you actually made.
- Your numbers explainedA short review so you can make decisions with real information.
- Books ready for tax seasonNo more last-minute scramble in April.
- A local office that answers the phoneNaples and Bonita Springs. Call or stop by.
- First 2 months of bookkeeping freeNEW BUSINESS CLIENTSWith a monthly service agreement. Ask about it when you call.*
Call today and ask for your 2 free months.
Claim my 2 free monthsYou don't take the risk. We do.
Two promises, in writing, so you can work with us with complete peace of mind.
Accuracy Guarantee
If we make a mistake preparing your return and the IRS charges you a penalty or interest because of it, we pay it.*
No-Surprise Pricing
You get your price in writing before we start. As long as the job doesn't change, you never pay more than we agreed.
All the services your business and family need
From monthly bookkeeping to your tax return, we work with you all year long, not just in April.
Monthly bookkeeping
Up-to-date books, bank reconciliations and clear monthly reports, so you always know where your business stands.
See detailsTax preparation
Personal and business returns, prior years and amendments, with a fixed price agreed up front.
See detailsPayroll
Employee pay, withholdings, tax deposits and payroll forms, on time every pay period.
See detailsBusiness formation
LLC and corporation setup, EIN, S-Corp election and your company's first steps.
See detailsITIN applications
IRS Certifying Acceptance Agent (CAA). We prepare your W-7 and verify documents in our office.
See detailsCertified translations
Certified translations of personal and official documents from Spanish to English.
See detailsGetting started takes one phone call
Call or book online
Tell us what you need. We listen and review your situation.
Get your fixed price
We explain the plan and give you the price in writing before we start.
We take it off your plate
We do the work, keep you informed and explain the results.
Is United the right fit for you?
We're a great fit if you…
- Own a small business, are self-employed or get 1099s.
- Want to understand your numbers, not just sign papers.
- Got an IRS letter or are behind on filing and want to fix it.
- Want one local office for bookkeeping, taxes and payroll.
We're not a fit if you…
- Want someone to "find" deductions that don't exist.
- Prefer not to know what you're signing.
Two local offices, same hours
Monday to Friday, 9 a.m. – 5 p.m. We recommend booking so we can see you without a wait.
Straight answers
How much do your services cost?
It depends on the service and the size of your business. That's why we give you a fixed price in writing before we start, so you know exactly what you'll pay.
What documents do I need for my tax return?
Your ID, Social Security number or ITIN, W-2 or 1099 forms, and any IRS letters. If you have a business, also your income and expense records. Not sure? Call us and we'll send you a list.
How does the accuracy guarantee work?
If our error on your return causes an IRS penalty or interest, we pay it. It doesn't cover the tax itself or problems caused by missing or incorrect information. See the full terms below.
How do the 2 free months of bookkeeping work?
They're for new business clients who sign a monthly bookkeeping service agreement. We explain the price and all conditions before you sign.
I haven't filed in several years. Can you help?
Yes. We review your situation and help you prepare your prior-year returns, step by step.
Do you work with new businesses?
Yes. We help you form your LLC or corporation, get your EIN and set up your books from day one.
Do I need an appointment?
We recommend booking so we can see you without a wait, but you can also call us during business hours.
Get your numbers off your plate this week.
Call today or book online. Monday to Friday, 9 a.m. – 5 p.m.
*Offer terms
$50 off your first return: valid for new clients only, on their first return prepared by United Accounting and Tax. One discount per client. Cannot be combined with other promotions.
Accuracy guarantee: covers IRS penalties and interest caused directly by our error in preparing the return. It does not cover the tax you owe, or errors caused by incomplete, incorrect or late information provided by the client.
Free IRS letter review: includes reviewing and explaining the letter and your next steps. Preparing responses to the IRS or additional returns is quoted separately.
2 months free bookkeeping: valid for new business clients only. The client must sign a 15-month monthly bookkeeping service agreement, which includes the 2 free months. The free months apply only to the monthly bookkeeping fee and do not include tax returns, payroll, catch-up bookkeeping or other additional services. If the agreement is cancelled before the end of the term, the value of the free months may be charged as stated in the agreement. One offer per business. Cannot be combined with other promotions.
United Accounting and Tax may change or end these offers at any time.