Solutions — Tax, Accounting, Payroll & Notice Resolution

Tax Delivery

Tax Capacity With a Professional Review Layer Built In.

Whether a firm needs seasonal flexibility or a deeply integrated annual relationship, United's tax model is built around one principle: preparation alone is not enough. Our delivery process can combine preparation, first-level review, Tax Director oversight and documented advisory observations before the engagement is returned to the CPA firm for final professional review.

Tax Delivery · Option 1 of 2

United Flex

Flexible Capacity Without Giving Up Review Discipline.

United Flex is designed for firms that need seasonal, extension-season or overflow capacity while still expecting structured workpapers and an experienced review process.

Ideal for

Peak tax seasonExtension workUnexpected staffing gapsGrowing return volumeControlled pilot engagements

Volume-Based United Unit Pricing

Up to 500 United Units — $350 per Unit
500–1,000 United Units — $300 per Unit
1,000+ United Units — $250 per Unit

Final pricing depends on return mix, complexity, workflow, workpaper condition, turnaround expectations and annual commitment.

Tax Delivery · Option 2 of 2

United Core

An Integrated Tax Delivery Team With Director-Level Accountability.

United Core is our integrated annual model for firms seeking a consistent team that learns their clients, workpapers, review preferences and technical standards.

Preparer → Experienced Reviewer → Tax Director / Advisory Review → Your CPA Firm

What Makes Core Different

Dedicated or consistent delivery resources
Three-layer preparation and review structure
Tax Director escalation for complex technical matters
Relevant planning and advisory observations documented for CPA-firm consideration
Recurring review-feedback calibration
Workflow and workpaper alignment
Capacity planning and leadership touchpoints
U.S.-based relationship coordination
Up to four Tax Director onsite integration visits annually for qualifying engagements

United Core = Capacity + Review + Advisory Awareness + Integration

United does not replace the CPA firm's professional judgment. The purpose of the Director layer is to improve the quality of what reaches the firm's final review and surface matters that may deserve partner attention.

Accounting & Bookkeeping

Accounting Support That Strengthens the Tax and Advisory Process.

United's accounting model is designed to produce more than reconciled transactions. Clean books, disciplined balance-sheet work and consistent month-end processes create a stronger foundation for tax compliance, management reporting and advisory conversations.

Accounting & Bookkeeping · Option 1 of 2

United Reset

Restore the Books to a Reliable Starting Point.

United Reset is a project-based cleanup and catch-up service covering historical bookkeeping, reconciliations, balance-sheet cleanup, prior-period corrections, payroll-to-GL reconciliation, loans, fixed assets, intercompany activity and tax-ready books.

Project-based, considering months outstanding, transaction volume, accounts/entities, condition of books and complexity.

Accounting & Bookkeeping · Option 2 of 2

United Ledger

Year-Round Accounting Delivery With Review-Ready Outputs.

United Ledger provides recurring accounting capacity behind the CPA firm's brand. Services can include bookkeeping, reconciliations, AP/AR support, payroll entries, loan and fixed-asset accounting, month-end close, adjusting-entry support, financial reporting, management reporting and year-end tax-ready workpapers.

The goal is to help the CPA firm receive cleaner financial information and spend less senior time correcting routine accounting issues at year-end.

Payroll Operations

United PayFlow — Reliable Recurring Operations Behind Your Firm.

United PayFlow provides white-label payroll operational support, including processing support, employee changes, reconciliations, payroll journal entries, quarterly compliance workflow, federal/state filing support, year-end processing, W-2/1099 support, corrections and notice coordination.

Payroll Operations

United PayFlow

Recurring Payroll Operations, White-Labeled.

White-label payroll operational support, including processing support, employee changes, reconciliations, payroll journal entries, quarterly compliance workflow, federal/state filing support, year-end processing, W-2/1099 support, corrections and notice coordination.

Pricing scales with client count, employee count, payroll frequency, jurisdictions and service scope.

Notice Resolution

United Resolve — Technical Support for Matters That Demand More Than Routine Processing.

United Resolve helps CPA firms research and manage IRS and state notice matters through account analysis, supporting-document preparation, draft responses, amended-return coordination, penalty-abatement support, correspondence tracking and follow-up.

Notice Resolution

United Resolve

Structured Notice and Correspondence Support.

United Resolve helps CPA firms research and manage IRS and state notice matters through account analysis, supporting-document preparation, draft responses, amended-return coordination, penalty-abatement support, correspondence tracking and follow-up.

Resolution Tiers

01

Notice Assist

Straightforward research and response support.

02

Standard Resolution

Account analysis, supporting documents, response and follow-up.

03

Advanced Resolution

Multiple periods, amended returns or substantial correspondence.

04

Complex Resolution

Significant multi-year or multi-agency matters requiring customized scope.

Which Delivery Model Fits Your Firm?

From seasonal United Flex capacity to a fully integrated United Core team, we scope the right delivery and review model around your firm.

Schedule a CPA Firm Strategy Call Why Firms Choose United

Managed Capacity Across the Work Your Firm Delivers.