Services
Tax Services
Strategic Tax Approach
We analyze your current tax situation while considering your income sources, business structure, deductions, and compliance needs. Our team supports you through every stage of your tax journey, whether it’s annual filing, audits, or long-term planning.
Transparent Pricing, No Hidden Fees
We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress.
Trusted Tax Expertise
As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based on what’s best for you, not for us. Our fiduciary duty ensures you receive advice that is unbiased.
Licensed Tax Experts, Not Sales Agents
Every advisor at United Financial Planning Group proudly holds the prestigious CERTIFIED FINANCIAL PLANNER™, ensuring that every recommendation is made solely in your best interest. We are committed to transparency and integrity — never selling products or earning commissions, but focusing entirely on delivering unbiased financial guidance tailored to your goals.
Achieving Financial Peace Through Tax Clarity
At Walas Bloom Holdings, we help individuals and businesses navigate complex tax laws, reduce liabilities, and plan strategically for the future.
How Our Team Helps Taxes You Simplify
Discuss your goals and finances
Schedule a 30-minute consultation to review your tax needs, past filings, and compliance concerns.
Gather financial data
Collect required documents (W-2, 1099s, business records, deductions, etc.) for accurate preparation.
Present financial plan
Present a clear tax strategy, outlining deductions, credits, and opportunities to lower liability.
Advisor sends plan recommendations
We prepare, file, and manage your taxes while keeping you updated on IRS deadlines and compliance.
