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Meet Our Partners

MATTHEW R. BOEHM

Registered Tax Preparer

matthew@unifiedtax.com
860.430.9393
480.626.0536

With nearly 20 years of tax preparation experience, Matthew has prepared thousands of returns for individuals, small business and estates. Matthew is vigorous with continuing education, staying up-to-date with the on-going changes with IRS tax code, and how to help his clients pay the least amount in taxes. With a client base that extends across 27 states, Matthew is a member of the National Association of Tax Professionals (NATP™) and is an excellent resource for taxation questions.

MARIA G. SAVASTIO boehm

Operations & Client Relations

hello@unifiedtax.com
860.430.9393
480.626.0536

Maria is passionate about the client experience and brings over 25 years of relationship/organizational management and operations to Team UTS. Supporting Matthew and Rich in the multiple office locations, she also engages directly with the client families and support staff, constantly striving for a smooth-running tax practice.

RICHARD A. BOEHM

Tax Accountant

rich@unifiedtax.com
203.442.6752
480.668.3016

Rich has been preparing simple and complex tax returns for over 25 years. Rich is passionate about professional development, making him an excellent resource on the impact of the current IRS tax code and how it will impact his client families overall. Rich regularly conducts presentations, both in-person and through webinars.

Tax Preparation and Planning Services

 

For Individuals & Families

Let's face it, you would probably rather go to the dentist than deal with taxes. All the forms, did you withhold enough, what deductions are best for you (and your family), how many miles did you drive, business-use-of-home, day-care expenses, education credits, gambling winnings (or losses)... we...
 

For Small Business & Trusts

Running a business is hard work, even for the most experienced business owner. And what about if you are the executor of a trust? Did you know that trusts can file returns, too? Tax time can be overwhelming as it is, and when you add the requirements for small businesses or trusts, it can be even...

FAQs

What do I need to bring to my tax appointment?

Great question! For our first-time clients, we ask that you bring a copy of your previous year's tax return, if at all possible.  There is usually carry-over data year-over-year, and it's much easier to glean this information from the return itself.  If you don't have it, don't worry!  You will also need to bring all your current tax forms (W2's, 1099's, K1's, etc.).

I have itemized expenses, charitable donations and other receipts. Do I need to bring those to my appointment?

We get this question A LOT.  We have many clients who itemize for various reasons and we would ask that you bring a spreadsheet (or other like document) that outlines and totals your total medical expenses, mileage, total donations, un-reimbursed business expenses, etc.  We don't need to see the actual receipts, however, YOU need to keep those as a part of your tax file.

How much do you charge a new client for tax preparation?

At Unified Tax Services, we subscribe to a flat-rate for your tax preparation, currently $250.  This includes the preparation for your federal and state/s return/s, as well as e-filing where available. We don't believe in "nickel and diming" our clients for various forms and schedules required to prepare the return.  One price, easy for you, easy for us.

What is the process of having my return prepared and filed?

We thought you'd never ask!  For our first-time clients, we generally like to either meet you (in-person or via video conference) to go through your tax situation. Once we have all your documents, we prepare the return and file it electronically (where available).  Once we receive confirmation from the IRS and the state/s that your information has been accepted, your return will be ready for collating and completion. We offer a secure, encrypted electronic delivery of your tax return.