CPA-Firm Only Model
B2B support rather than direct-to-consumer competition.
Why United
Delivery Built Around the CPA Firm.
United is not a low-cost preparation vendor. We are a managed delivery and review partner — designed to improve the quality of what reaches your review desk.
United Tax AdvisorsDirector-Led Delivery for CPA Firms
Preparation + Review
Delivery does not stop at data entry or return preparation.
Director-Level Accountability
Senior escalation and advisory awareness are built into the model.
Review & Advisory Notes
Relevant observations can be surfaced for the CPA firm's consideration.
Consistent Team
Resources learn the firm's standards and recurring reviewer expectations.
U.S. Relationship + Scalable Delivery
Local relationship coordination with scalable delivery operations.
Onsite Integration
Up to four Tax Director visits annually for qualifying engagements.
Year-Round Capability
Tax, accounting, payroll and notice support under one delivery relationship.
A Delivery Partner That Understands How Your Firm Reviews and Adds Value.
United's goal is to become a delivery partner that understands not only what your firm prepares, but how your firm reviews, communicates and adds value.
Schedule a CPA Firm Strategy Call