Services – unitedprogressivetax.com

Our Services

Comprehensive Tax & Accounting Solutions

At United Progressive Tax LLC, we offer a wide range of tax and accounting services designed to meet the unique needs of individuals and businesses.

Our team of experienced professionals is dedicated to providing personalized service and expert guidance to help you navigate the complexities of tax planning and preparation. Whether you’re an
individual looking to maximize your refund or a business owner seeking to optimize your tax strategy, we have the expertise to help you achieve your financial goals.

Individual Tax Preparation

Our trained tax professionals provide comprehensive income tax preparation for individuals and families. We understand that each taxpayer has unique circumstances, and we work diligently to ensure you receive all the deductions and credits you’re entitled to.

We offer both mobile and e-filing options to make the process convenient for you. Our goal is to maximize your refund while ensuring compliance with all tax laws and regulations.

Our Individual Tax Services Include:

Personal income tax return preparation
Tax planning and consultation
Electronic filing
Prior year tax return preparation
Tax amendment preparation
Audit representation
Tax debt resolution

Business Tax Services

At United Progressive Tax LLC, we understand how complex and stressful business taxes can be. Our professionals are here to help with customized solutions tailored to your business needs, whether you’re a sole proprietor, partnership, LLC, or corporation.

We work closely with you to develop tax strategies that minimize your tax liability while ensuring compliance with all applicable tax laws. Our goal is to help your business thrive by providing expert tax guidance and support.

Our Business Tax Services Include:

Business tax return preparation
Quarterly tax planning
Payroll tax preparation
Sales tax compliance
Business entity selection
IRS representation
Tax credit identification

Bookkeeping Services

The pain and stress that come with keeping track of your business’s finances aren’t lost to us. That’s why we offer our services as your personal bookkeepers. Let us handle this tedious task while you focus on your business!

Our bookkeeping services provide accurate and timely financial information that helps you make informed business decisions. We use modern accounting software to ensure your financial records are
organized, up-to-date, and easily accessible.

Our Bookkeeping Services Include:

General ledger maintenance
Accounts receivable management
Accounts payable management
Bank reconciliation
Financial statement preparation
Payroll processing
Year-end reporting

Financial Consulting

Whether you’re starting a new business, expanding an existing one, or planning for retirement, our consulting services provide valuable insights and guidance to help you make informed financial decisions.

Our experienced consultants work closely with you to understand your goals and develop strategies that align with your vision. We provide objective advice and practical solutions to help you navigate
complex financial challenges and opportunities.

Our Consulting Services Include:

Business startup planning
Financial forecasting
Cash flow management
Retirement planning
Investment analysis
Business succession planning
Financial risk assessment

Our Service Process

We make working with us simple and straightforward.

Step 1

Initial Consultation

We begin with a free consultation to understand your needs and goals, and to explain how we can help

Step 2

Information Gathering

We collect all necessary documents and information to provide accurate and comprehensive service.

Step 3

Service Execution

Our professionals work diligently to prepare your taxes, manage your books, or provide consulting services.

Step 4

Review & Approval

We review our work with you to ensure accuracy and address any questions or concerns.

Step 5

Filing & Implementation

We file your taxes or implement the agreed-upon financial strategies and solutions.

Step 6

Ongoing Support

We provide continuous support and guidance throughout the year to help you achieve your financial goals.

Our Pricing

Transparent and competitive pricing for all our services.

*Prices may vary based on complexity and specific requirements. Contact us for a personalized quote.

Frequently Asked Questions

Our Refund Advance is a loan based on your expected tax refund. Once your tax return is accepted by the IRS, you can receive an advance of up to $6,000 within 48 hours. When your actual refund arrives, it will be used to repay the advance. There are no additional fees or interest charges.

No, there is no credit check required for our Refund Advance. Approval is based on your expected tax refund amount and IRS acceptance of your tax return, not your credit history.

Direct deposit refunds typically arrive within 7-21 days after your tax return is accepted by the IRS. This is the fastest way to receive your full refund amount directly from the IRS.

Once your tax return has been submitted to the IRS, it's difficult to change your refund option. It's best to decide on your preferred method before filing. If you need to make changes, contact us immediately, and we'll do our best to accommodate your request if possible.

There may be minimal fees associated with the prepaid debit card, such as ATM withdrawal fees or monthly maintenance fees. We'll provide you with a complete fee schedule before you choose this option so you can make an informed decision.

If your actual refund is less than expected and you received a Refund Advance, you'll be responsible for repaying any difference. Our tax professionals work diligently to provide accurate refund estimates to minimize this risk.