United Team

At United Team Tax & Financial Planning, we understand the importance of tax planning and preparation in helping individuals and businesses achieve their financial goals. Our team, led by experienced professionals Glen and Zach Omanson, is dedicated to providing expert guidance and personalized service to help our clients navigate the complexities of tax law and financial planning.

Our Team

Our team's approach to tax planning and preparation is built on a foundation of trust, integrity, and a deep understanding of the ever-changing tax landscape. With over 20 years of combined experience in the financial industry, Glen and Zach have successfully helped numerous individuals and businesses achieve their financial objectives. Their expertise spans tax planning and preparation, financial planning, and investment management.

Tax Planning and Preparation

Taxes represent the single biggest expense most Americans will incur in a lifetime. At United Team Tax & Financial Planning, we believe that tax planning and preparation should be a proactive, strategic approach to managing your financial affairs. Our team of experts will work closely with you to identify tax-saving opportunities, minimize your tax liability, and optimize your financial well-being.

Tax Resources

In addition to our expert guidance, we provide a range of tax resources to help you manage your taxes. These include:

• Tax Calendar 2024: Important deadlines and reminders to help you stay on track
• Tax Forms: A full set of downloadable forms from the IRS
• Tax Publications: A comprehensive collection of tax-related publications from the IRS
• Tax Rate Tables: Tables to enable you to find your federal marginal income tax rate

Our Commitment

At United Team Tax & Financial Planning, we are committed to providing exceptional service and guidance to help you achieve your financial goals. We take pride in our expertise, integrity, and professionalism. Our goal is to deliver personalized support and exceptional service to help you navigate the complex world of tax planning and preparation.