tax planning, tax preparation, tax advisory

Uhart Tax & Financial

 Helping you achieve financial success!

Our Services - Uhart Tax & Financial

Our Strategic Services Portfolio

Professional tax guidance for every stage of your financial journey

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Tax Preparation & Compliance

  • ♥Current Year Tax Preparation
  • ♥Prior Year Tax Preparation
  • ♥Amended Tax Returns
  • ♥Multi-State Tax Planning
  • ♥Tax Account Monitoring
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Strategic Tax Planning

  • ♥Year-Round Tax Strategy
  • ♥Withholding Analysis & Optimization
  • ♥Tax Bracket Management
  • ♥Investment Sale Timing Strategy
  • ♥Charitable Giving Tax Strategies
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Self-Employment & Rentals

  • ♥Self-Employed & Gig Economy Tax Strategy
  • ♥Rental Property Tax Optimization
  • ♥Job Change & Promotion Tax Planning
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Retirement & Estate Planning

  • ♥Retirement Distribution Planning
  • ♥Roth Conversion Strategy
  • ♥Social Security Optimization
  • ♥Estate Planning Tax Review
  • ♥Trust & Estate Tax Preparation
  • ♥Final Individual Tax Returns
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Real Estate Tax Planning

  • ♥Home Sale Tax Planning
  • ♥New Homebuyer Tax Strategy
  • ♥Investment Property Planning
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Life Event Planning

  • ♥Marriage & Divorce Tax Consultation
  • ♥Inheritance Tax Consultation
  • ♥Widow & Loss of Loved One Guidance
  • ♥Financial Education for Young Adults
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IRS Problem Resolution & Representation

  • ♥IRS Problem Resolution
  • ♥Installment Agreements
  • ♥Offer in Compromise
  • ♥Penalty Abatement
  • ♥Audit Representation
  • ♥Levy Release
  • ♥Tax Lien Resolution
  • ♥Unfiled Tax Returns
  • ♥Tax Identity Theft Protection

Ready to Get Started?

Every situation is unique. Let's discuss your specific needs and create a customized approach that minimizes your lifetime tax burden.

Schedule Your Consultation

Angela Ledwedge, EA - Enrolled Agent | Professional Tax Strategy & IRS Representation