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United Tax Service

1100 Town and Country Road, Orange, CA, USA

(8)
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‘20 Certificate of Excellence, 2020

About

We are committed to making your income tax filing a "less taxing" experience. With over 16 years' experience, we believe it is important to pay your fair share, but not a penny more.

Our clients continue to refer their friends, family, and associates, which means we have many happy customers.

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Icon/Elite Pro Created with Sketch. Elite Pro
65 hires on Bark
17 hour response time

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Reviews (8)

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4.5/5

8 customer reviews

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14 March 2023

I used Joan to help with 10 years of Estate Trust Taxes, for my Grama's 1041 Estate. I gave Joan all the information for the 2021 taxes, and she always said that she would finish them and get back to meI would call her every couple of months, and she always promised the same thing, and she never did complete the taxes for 2021. They were never completed, and I sent Joan all of the documentation through her portal. She never completed the taxes. I have never recieved a repy as to why... I hope and pray that this does not happen to anyone else. More...

United Tax Service
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United Tax Service

Reply from United Tax Service

We apologize for the delay in processing your 1041 trust returns. Our only explanation would be that not hearing from you caused other clients to be moved ahead of you. That, the rising cost of staff and the unavoidable bouts with COVID made it impossible to keep up. We would appreciate another chance and will contact you to set things right.

verified
10 March 2023

Tax Preparation

A very patient, thorough accounting service that is effective & supportive in meeting tax obligations. A pleasure to work with.

verified
22 October 2021

Tax Preparation

Joan is very personable as well as very experienced. Her knowledge and expertise put me at ease while completing 4 tax returns at one visit. I was stressed when I went in for my appointment, and very relieved when I left. Very professional, I considered her fees as money well spent. Yes, I plan on using her services in the future. More...

United Tax Service
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United Tax Service

Reply from United Tax Service

Thanks so much, Donna. It was a pleasure helping you get your filings done.

verified
28 May 2021

Tax Preparation

Joan is great!! She was professional and solved my tax issue. I will be going back to her.

United Tax Service
U
United Tax Service

Reply from United Tax Service

Thank you, Daz. It was a pleasure to work with you, too!

verified
11 March 2021

Tax Preparation

Joan was very kind! Explained everything throughly. She’s also fun to talk with! Thank you for everything!!

United Tax Service
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United Tax Service

Reply from United Tax Service

Thank you so much, Kathleen! You were a great client, organized and ready to participate. We always enjoy working with our clients.

verified
18 February 2021

Tax Preparation

It took 4 hours to do myself and my daughter.

United Tax Service
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United Tax Service

Reply from United Tax Service

We usually try to be fast but it is also important to be thorough, and there was a lot of data entry, being it was your first year with us. We hope to see you next year so we can finish much more quickly, as your returns will be more simple for both of you.

verified
7 July 2020

Tax Preparation

Quick, easy and professional.

United Tax Service
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United Tax Service

Reply from United Tax Service

Awwhhhh! Thank you so much. We love helping our clients.

verified
4 May 2020

Tax Preparation

Excellent service. Highly recommend

United Tax Service
U
United Tax Service

Reply from United Tax Service

Thanks so much! We love helping all of our clients.

Q&As

I love that I can take my penchant for working with numbers and really lift the fog for those who want their taxes done right and not have to pay for services they don't need.

I come from a family of entrepreneurs, so its a natural to be my own boss and work as much as I want to.

I am passionate about helping my clients gain an understanding of the whole process and also plan for even better results in the years to come.

We are always happy to meet our clients in person but can also send and receive digitally with our secure file portal accessed on our website: https://unitedtaxservice.us

Services

Free consultation to gather datand start the tax return preparation. We search for all deductions to get you the best results. We also give advice to save taxes in the future.

Planning and making adjustments so that future years will see more money made and kept, and less paid in taxes. Designing tax-free, tax-deferred, and tax sheltered programs customized for the client's particular situation.

Monthly reconcilliation and reports for up to 3 accounts per business. End of year Profit & Loss and Balance Sheet for tax reporting purposes. We handle businesses of all sizes from solopreneurs up to 50 employees. Payroll services additional, but we will prepare 1099s for your contractors.