United Tax & Financial Services, LLC is an independent financial services firm founded in 1990. The company focuses on providing integrated tax and financial planning services, with a specialization in addressing the unique needs of federal employees and their comprehensive benefits packages. It operates as an independent entity. As required by financial regulations, its investment and advisory services are offered through a registered broker-dealer and investment advisor, Lincoln Investment, LLC. This structure allows the firm to provide regulated financial advice and products while maintaining its independent brand and client focus.

Founded in

United States