Profile
GERARD BARRASSO
ListedCPA-Associated Tax Planning and Preparation in Hauppauge, NY
About
About
United Financial Planning Group LLC is a Hauppauge, NY-based tax and financial services firm associated with Gerard Barrasso, CPA.
The firm serves clients with financial lives that may involve retirement decisions, business ownership, founder needs, software engineering careers, executive equity compensation, and…
United Financial Planning Group LLC is a Hauppauge, NY-based tax and financial services firm associated with Gerard Barrasso, CPA. The firm’s public materials describe an integrated approach that brings financial planning, wealth management, tax planning, and tax preparation together under one roof.
The firm serves clients with financial lives that may involve retirement decisions, business ownership, founder needs, software engineering careers, executive equity compensation, and high-net-worth planning. Its listed tax-related capabilities include tax preparation and tax planning, with additional profile categories for accounting and bookkeeping services.
United Financial Planning Group lists offices in Hauppauge, Manhattan, and Lake Success, with Hauppauge identified as the headquarters. The public site also states that the firm is a registered investment advisor with the SEC, while noting that registration does not imply a certain level of skill or training.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Standard | ||
| Bookkeeping services | Standard | ||
| Tax planning | Standard | ||
| Tax services | Standard | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
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