Our Partners Include:

United Tax Partners Services...

...is years of hard work, dedication and innovation that has come together, providing marketing tools and closing tools for the financial services industry.

The services are all built on a solid foundation of state-of-the-art private IT in a highly secure facility in North Dakota.

• Sarbanes-Oxley Compliant
• 100% Regulatory Compliant
• SAS 70 Class Four facility
• IRS circular 230 compliant
• IRS-IRB 145
• HIPAA compliant
• Gramm-Leach-Bliley compliant
• Suitability
• Exceeds NAIC / FINRA

New legislation including Dodd-Frank has been passed and there is more yet to come that is going to demand a high standard of compliance and suitability. We are always ahead of the industry standards. We can keep you ahead as well!