About Us

About us

Our Mission

At UBOS we believe that businesses are the foundation of the United States! In the twenty first century entrepreneurship and business ownership is on the rise! However, many financial service firms do not provide specified services for small business. At United Business Owners Solutions (UBOS), our ambition is to protect the success of your business and secure its financial future. We leverage the UBOS Alliance, a vast partner network of expert consultants in all disciplines of financial service, to take a unified and comprehensive approach in evaluating your current portfolio of financial products and investments. Your UBOS team of partner consultants will work with you to understand your business, identify its exposure to risk, and ensure it has the protection it deserves. With a full suite of solutions across the UBOS Alliance, all your financial service needs from tax accounting to insurance coverage and group retirement plans will be met in one complete offering tailored to your business.

Many of the “big corporations” have top advisors helping them to use the tax law to their advantage. But what about the rest of business owners? UBOS’ expertise is taking the tax codes used by big corporations and applying to everyday business owners. We are able to do this with our team of accountants, attorneys, and financial solution providers.

Our number one priority for business owners is to create cash flow. Cash flow is the mainstay of your business. Cash flow is affected not just by bringing in more cash, but also by limiting your cash outflow. However, many business owners have already cut their expenses by looking at traditional methods. By working with UBOS, you can create a positive cash flow for your business!

About us

Who We Are

United Business Owners Solutions (UBOS) is a comprehensive financial services company with over 10,000 clients nationwide and more than 50 years of combined experience serving small business enterprises and individuals. Our unified approach to financial services matches our clients to experts and professionals from the UBOS Alliance, a partner network of 6,000 life insurance professionals, accountants, attorneys, insurance brokers and other financial solutions providers across most major cities in the US. Each member of our team has a unique financial or legal background, and we combine our strengths to prepare tax plans you won’t find on main street.

Our team includes, but is not limited to:

  • Certified Tax Master®
  • Tax Planning Attorney
  • Tax Audit Attorney
  • Business Planning Attorney
  • Estate Planning Attorney
  • JD- Juris Doctorate
  • CPA-Certified Public Accountant
  • MSA-Master of Science in Accounting
  • EA- Enrolled Agents
  • Real Estate Brokers- Investment Specialist
  • Life Settlement Brokers
  • Annuity Specialist
  • Life Specialist
  • Property & Casualty Specialist

Our Chief Tax Advisor

As a lifelong learner and entrepreneur, Jay is passionate about helping businessowners reduce their personal income tax. Jay Kim is a dually licensed California Tax Attorney and Certified Public Accountant with several years of sophisticated experience from KPMG and Deloitte and focused on international tax matters affecting businesses and individuals, including executive compensation arrangements, expatriate and foreign national tax compliance. At his time at Deloitte he worked on several well known Fortune 500 company mergers.

Jay Kim also had worked at a prestigious law firm representing clients in tax audits and controversies in both criminal and civil cases. Jay Kim owns a law firm that specializes in taxation and business support services for individuals, professionals, and small businesses. Jay Kim graduated from Loyola Law School, earning a J.D., after graduating from DePaul University with a Master of Science in Taxation. He is also admitted to the California State Bar and runs a Tax Law firm specializing in audits and US Tax Court Representation.

Jay Kim, ESQ., M.S. TAX, CPA

Our Nationwide Offices

Below is a list of areas where we are already servicing clients within the nationwide area of the Unites States.