Maithilee, known as May, is a highly valuable member of our team and plays a crucial role in ensuring the smooth operation of our practice. Her exceptional communication skills and attention to detail make her an asset to our organization. In addition to her client-facing responsibilities, May earned her Accounting Certification and a CTEC Registration which allows her to assist with tax preparation, helping to ensure that our clients' financial needs are met with the utmost accuracy and efficiency. Her ability to multitask and prioritize tasks allows us to operate seamlessly, providing our clients with the highest level of service.
United Planners and its representatives do not provide tax advice.
Tax services are provided through McCullough Financial LLC, a firm independent from United Planners.