- Tax Planning
- Estate Taxes
- Tax Services
- Income Tax
- Tax Return PreparationWe view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice.
- Investment Management
- Wealth ManagementThe firm’s knowledge and expertise as CPAs and financial advisors provides a resource of skills that can help ensure all pieces of your plan work together in a tax-optimized manner.
- Accounting ServicesUnited Planners and McCrate, DeLaet & Co. are not affiliated. Tax and Accounting Services are provided by McCrate, DeLaet & Co., and not United Planners.
- Payroll Services
- Financial Planning
- Retirement Planning
- Asset Management