Household Services

Tax & Accounting Services

Tax & Accounting Services

When it comes to choosing a CPA that understands your unique financial life, we connect you with reputable firms and individuals who may deliver the guidance, expertise, and results to you or your business that helps you live the life you want.

Within our network of preferred tax and accounting firms, you will find a client-focused provider who is tailored to your specific needs and a service that is better integrated with your overall financial plan.

Our partnered tax services include accounting for income tax, tax management and income-tax planning, assurance and audit, business and management consulting, digital and cyber analytics and services, forensic accounting and litigation, employee benefit audits and reporting. 


Legal Services

Legal Services

The digital age creates management information challenges in cyberspace. Personal safety and the integrity of your financial and personal affairs is paramount.

Our partnered services include online reputation and privacy management, email security, credit reporting, password and document management, cyber and identify theft insurance, probate avoidance, non-disclosure agreements, home network vulnerability testing, disaster recovery and management, banking and credit card safeguards and litigation support


Budgeting Services

Budgeting Services

If you work from home, or would simply like more control over your home financial life, we offer office services for your convenience.

Our partnered family office services include bill paying, bank statement reconciliation, household employee payroll, internal auditing services, personal financial statements, legal/banking referrals and coordination, mortgage application assistance, cash flow projections, budget/expense reporting, and family governance including charter, board, and philosophy.


Legal Disclosure:

United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”) is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization.

GS PFM is not affiliated with Haydel, Biel & Associates.

All names, logos, and slogans identifying United Capital and United Capital’s products and services (including, without limitation, HonestConversations®, MoneyMind®, FinLife®, Financial Control Scorecard®, Live RichlySM, We Help You Live RichlySM, Helping People Live Richly®, One Best Financial Life®, Ideal Life Index®, GuideCenter®, InvestmentViewfinderSM, United Capital Financial Life Management®, and Financial Years of FreedomSM) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries.

© 2020 United Capital Financial Advisers, LLC, a Goldman Sachs Company d/b/a Goldman Sachs Personal Financial Management. All Rights Reserved.