© 2023 by FinancialServices. All rights reserved.

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Mission Statement

Vision

United Tax & Wealth Services is a premier virtual firm that focuses on offering exceptional and affordable tax and financial services.

 

Mission

We create opportunities to provide financial advice, and build relationships with our clients, the community and our business partners while creating financial awareness and knowledge for success.

Values 

  • Honesty 

  • Inclusiveness

  • Integrity

  • Financial Awareness

  • Relationship Building

  • Teamwork

  • Service Provider

Beliefs and Principles

  • We have a passionate commitment to increase financial awareness & opportunities for the community.

  • We commit ourselves to honesty, integrity, and the highest certified professionals for ethical standards.

  • We cultivate diversity and leadership within a spirit of teamwork.

  • We believe in the power of networking – to create value for our clients.

Joanne Rivera - Managing Director 


Joanne Rivera graduated from Regis University with an MBA degree in Finance and Accounting and is a Certified Tax Professional with over 15 years of experience in tax planning and preparation.  Mrs. Rivera takes pride in working with a diverse community to assist them with their tax planning and preparation. She is proactive and always looking for opportunities that benefit the best interest for her clients.

 

Mrs. Rivera has built a strong reputation for being a trusted tax preparer and advisor with her knowledge and expertise.  She believes in honesty, trust, and integrity.