Our Services

Expert Financial Services

At Uno Tax Services, we offer a complete range of tax, financial planning, and lending services designed to help you achieve your financial goals. Our experienced team provides personalized solutions tailored to your unique needs.

Tax Preparation & Filing

Navigate tax season with confidence. Our expert tax preparation services ensure accuracy, maximize your deductions, and help you stay compliant with all federal and state tax regulations.

Individual tax returns (Form 1040)
Business tax returns (Schedule C, partnerships, corporations)
State and local tax filing
Tax planning and strategy
Amended returns and prior year filings
Electronic filing for faster refunds

Financial Planning

Build a secure financial future with our comprehensive financial planning services. We help you develop strategies for retirement, investments, and long-term wealth building.

Retirement planning and analysis
Investment strategy development
Cash flow and budget planning
Estate planning consultation
Risk assessment and insurance review
College savings planning

Direct Lending Services

Access the financial support you need with our direct lending solutions. We work directly with you to provide flexible lending options with competitive rates and personalized terms.

Personal loans for various needs
Business financing solutions
Debt consolidation options
Flexible repayment terms
Competitive interest rates
Fast approval process

Business Consulting

Grow your business with expert guidance. Our business consulting services help entrepreneurs and small business owners navigate financial decisions and optimize operations.

Business entity selection and formation
Financial statement analysis
Profit optimization strategies
Cash flow management
Business valuation services
Growth planning and forecasting

Tax Resolution Services

Resolve tax issues and find peace of mind. We help clients navigate IRS problems, negotiate settlements, and develop payment plans for outstanding tax liabilities.

IRS representation and negotiation
Offer in compromise applications
Installment agreement setup
Penalty abatement requests
Audit defense and support
Back tax filing assistance

Bookkeeping & Accounting

Keep your finances organized with professional bookkeeping services. We handle the day-to-day financial tasks so you can focus on running your business.

Monthly bookkeeping and reconciliation
Accounts payable and receivable management
Payroll processing and reporting
Financial statement preparation
QuickBooks setup and training
Year-end closing services