Tax Planning


Plan for a Better Tomorrow!

With our Tax planning strategies and services you can achieve your personal goals.
% Satisfaction
% Savings

We are the Tax-Experts!

If tax season looming around the corner creates anxiety for you, you’re not alone.
Leave your tax preparation to us and we’ll make sure all the necessary paperwork
is correctly filed and audit-proof, taxes are paid in full, and of course, everything
is delivered on time so you can spend your April 15th anxiety-free.


Step 1

We start by collecting a copy of your most recent business and personal tax returns together with a data sheet that includes a summary of your assets. Once we get your forms, you will receive an email informing that your case has been accepted. A case manager and case number will be assigned.

Step 2

In 5 to 7 business days, your FREE Tax Assessment will be available. During this stage, we will provide a cost analysis showing guaranteed tax savings amount, projected tax savings and a one-time fee.

Step 3

Once you complete an engagement letter, a customized Tax Blueprint© will be generated. A meeting is set up with one of our specialized tax attorneys to go over your specific situation and make necessary adjustments. It is optional to have your CPA or tax professional in the meeting.

Step 4

Specific directions on how to implement the tax strategies will be sent to your accountant.

Effective Tax Preparation and Planning For Individuals

Why Us?

Our tax planning services extend above and beyond tax preparation by helping you navigate complex tax compliance laws and regulations. Our experts will examine your business to provide consultation on how to reduce your tax liability, increase your deductions and maximize the tax credits you can take advantage of. By uncovering opportunities to minimize your taxes with UBOS, tax planning becomes business planning. So, if you are looking for ways to lower your tax bill, you should consider claiming all the deductions for which you are eligible. However, you need to ensure that you qualify the credit requirements before making a claim. And to make this sure, our experts are always available to help you out.

We can help you out with:

  • Income Tax Planning
  • Estate Tax Planning
  • Year-end Tax Planning

We are the Experts you can Trust!

With UBOS’ Tax Planning strategies, you won’t have to assume you’re getting the deductions you deserve. You can rest easy knowing your business is being cared for from every angle possible. We’re not here to do your CPAs job or get in their way. In fact, we work as an extension of your CPA and will help any business get the most out of tax season.

We understand how complex the tax system is, but we’ll make it extremely easy for you to follow. With step-by-step instructions, expert advice, and access to some of the brightest professionals in the game, UBOS is ready to help you meet your financial, tax, and business goals. That’s not even the best part! All these savings you see on your tax bill can be utilized every year, so long as you meet the requirements again. With our detailed report, tax season won’t be so scary and you can approach the season with confidence. Better yet, you’ll come out of tax season in a better position than when you entered — all thanks to UBOS!