Our Financial Services
Explore bespoke insights and strategies crafted exclusively for your company by scheduling a complimentary consultation regarding Financial Services with us.
Financial Services
Why choose to partner with UAG?
Streamlined Finances
Leave Taxation to Us
Dedicated Corporate Support
Your Personal Financial Advisor
Precise and punctual financial services data ensures you're well-informed, enabling you to stay resourceful and on top of your game.
Managing regular filings, and conducting quarterly reviews to ensure compliance and financial efficiency.
Our suite of services, including Bookkeeping, Accounting, Controller, and CFO Services, will evolve alongside your business at every stage of your journey.
Our coaching and consulting services cover everything from securing loans and legal referrals to funding and beyond, ensuring comprehensive support for your individual financial journey.
Budget & Forecasting
Individual, tailor-made financial plans laid out for you and updated as conditions change that allow you to compare prior, current, and future performance to aid in achieving your goals, whether they be growth, maximizing profitability, or tax savings.
Online Bookkeeping
Provide accurate and timely financial data to give a clear current financial picture and remove the stress and strain to allow you to focus your time on doing what you do best and making money while we do what we do best to support your needs.
Funding and Loans
Help prepare documents and advise on the best approaches to secure business loans or funding. In the fast paced, and ever changing financial world, we help you to be sure that you do not miss an opportunity, such as the past EIDL SBA loans, Employee Retention Credits, PPP loans, and Restaurant Revitalization fund.
Technology Optimization for Accounting
In our accounting services, we specialize in guiding clients towards optimal technology solutions. Recognizing that mainstream software isn't always the best fit for every business, we focus on identifying simpler, more budget-friendly programs that meet your specific requirements.
Accounting Software Consulting
UAG offers precise Accounting Software Consulting, guiding businesses to optimal software solutions. Our expert consultants analyze your needs, recommend tailored platforms, and ensure seamless integration. Elevate your financial management with UAG's efficient and customized Accounting Software Consulting services.
Payroll Services
At UAG, we excel in Payroll Services, delivering accurate and timely payroll processing. Our dedicated team ensures compliance with tax regulations, on-time salary disbursements, and efficient record-keeping. Trust UAG for streamlined payroll solutions that empower your business.
Customized Reporting Services
UAG specializes in Customized Reporting Services, tailoring insights to meet your unique business needs. Our expert team designs and delivers comprehensive reports, providing valuable data-driven analysis for informed decision-making. Unlock the power of personalized reporting with UAG.
Chartered Accounting
At UAG, our Chartered Accounting services guarantee precision and compliance in financial reporting. Our accredited chartered accountants bring expertise in auditing, taxation, and financial advisory to optimize your business's fiscal health. Trust UAG for reliable and professional Chartered Accounting solutions.
IRS Filings/Preparations
Fill all of your tax filing needs including Forms 1120, 1120S, 1065, 1040, 1041 and all state return needs.
Tax Planning and Advisory Services
Our Tax Planning and Advisory Services ensure strategic fiscal management for your business. Our seasoned experts navigate complex tax landscapes, offering proactive strategies to minimize liabilities and maximize savings. Rely on UAG for comprehensive and forward-thinking tax solutions.
Tax Resolution Services
UAG's Tax Resolution Services provide swift and effective solutions to address your tax challenges. Our expert team navigates tax disputes, negotiates with authorities, and crafts personalized strategies to resolve outstanding issues.
Tax Preparation
UAG simplifies tax season with meticulous Tax Preparation services. Our experienced team ensures accuracy, compliance, and timely filing, allowing you to navigate tax obligations seamlessly.
Tax Related Problems
UAG specializes in resolving tax-related problems, offering expert guidance and strategic solutions. Our dedicated team addresses issues such as audits, disputes, and compliance challenges, ensuring a swift and effective resolution.
Foreign Tax Services
UAG provides comprehensive Foreign Tax Services, managing global tax obligations seamlessly. Our expert team navigates international tax laws, ensuring compliance and optimizing your cross-border financial strategies.
Tax Accounting
At UAG, we excel in Tax Accounting, offering precise and compliant financial reporting. Our seasoned tax accountants ensure accurate calculations, meticulous documentation, and strategic planning to optimize your tax position. Trust UAG for reliable Tax Accounting services that align with your business goals.
Sales & Use Tax
UAG specializes in Sales & Use Tax services, ensuring your business compliance with tax regulations. Our expert team navigates complex sales tax laws, providing accurate reporting and strategic advice to minimize liabilities.
Payroll Taxes
We handle Payroll Taxes with precision, ensuring compliance and timely submissions. Our expert team navigates payroll tax regulations, minimizing risks and penalties for your business.
Virtual CFO Services
A comprehensive financial plan, tax consulting and bookkeeping to improve financial performance, and achieve strategic goals. Month end close out of books, budgeting and forecasting models, cash flow analysis, compliance and strategic consulting are a few of the ways that we can provide value to you through our CFO services.
Technology & Business Intelligence
Technology & Business Intelligence (BI) solutions automate accounting tasks and enhance financial reporting accuracy by reducing human error. Our tools automatically validate and calculate financial data, ensuring more precise and reliable financial reports. Optimize your accounting processes with our advanced, error-minimizing BI technology.
Business Compliance
Our service offers comprehensive business compliance solutions, tailored to meet your accounting needs. We ensure adherence to regulatory standards and financial reporting requirements, safeguarding your business against risks. Trust our expertise to maintain the integrity and compliance of your financial operations.
Startup Financial Consulting
UAG offers Startup Financial Consulting to guide new businesses through sound financial strategies. Our expert consultants provide tailored advice on budgeting, financial planning, and risk management, setting the foundation for sustainable growth.
Foreign Tax Services
UAG specializes in Foreign Tax Services, addressing the complexities of global tax compliance. Our expert team navigates international tax regulations, offering strategic solutions for businesses operating across borders. Trust UAG for efficient and tailored Foreign Tax Services to optimize your global financial strategies.
Business Tax Services 1120, 1120s, 1065 + State
UAG provides comprehensive Business Tax Services, including 1120, 1120s, 1065, and state tax filings. Our expert team ensures accurate and compliant submissions, navigating the intricacies of federal and state tax regulations. Rely on UAG for reliable and meticulous Business Tax Services tailored to your specific entity type.
Small Business Accounting
At UAG, we specialize in Small Business Accounting, offering personalized financial solutions for entrepreneurs. Our dedicated team ensures accurate bookkeeping, timely financial reporting, and strategic financial advice to support the growth of your small business.
New Business Planning and Formations
UAG excels in New Business Planning and Formations, providing strategic guidance from inception. Our expert advisors navigate legal structures, financial planning, and compliance requirements to ensure a seamless business launch.
Business Advisory Services
At UAG, our Business Advisory Services offer strategic insights to enhance your business performance. Our expert advisors provide tailored solutions in areas like financial management, operational efficiency, and growth strategies.
Trust Services 1041
UAG specializes in Trust Services 1041, ensuring accurate and compliant fiduciary tax reporting. Our expert team navigates the complexities of trust taxation, offering meticulous preparation and strategic advice to optimize outcomes. Trust UAG for reliable Trust Services 1041 that safeguard your fiduciary responsibilities.
Foreign Tax Services
UAG excels in Foreign Tax Services, providing expertise in navigating global tax complexities. Our specialized team ensures compliance with international tax regulations and offers strategic solutions for businesses operating globally.
Personal Tax Services 1040 + State
At UAG, our Personal Tax Services encompass meticulous preparation of 1040 forms and state filings. Our expert team navigates individual tax regulations, ensuring accurate submissions and maximizing potential deductions. Rely on UAG for reliable and personalized Personal Tax Services tailored to your financial situation.
Financial Planning and Wealth Solutions and Management
UAG provides a full view of personal finances, budgeting and tax plans to keep your money in your pocket.
Sole Proprietor and Consulting & Advisory Services
Our dedicated accounting service for sole proprietors offers personalized financial management tailored to the unique needs of individual business owners. We specialize in streamlining bookkeeping, tax preparation, and financial planning, ensuring your business complies with all regulations while maximizing profitability. Let us handle your financial intricacies, so you can focus on growing your business.