Submit your review | |
I have been with UC for at least three years, and this was the first year, that I participated in the postcard mailer.
It all came together so perfectly well, including your advice on the returns.
I have come across over $7 mill in outside assets, with opportunity to bring to my firm.
It was so refreshing to actually have back-to-back appointments with individuals between the ages of 55-67, who are locals, and needing FP and tax planning help.
I haven’t had this many appointments since I worked at First Union Natl Bank in Springfield VA, 30 years ago.
I want to thank you for all your support, prompt responses, and time you took on the phone to coach me. It all came together this year, and it was just perfect!!
Although I wish I did more postcards, It would have been more difficult to handle, next year, I will be ready!
I have to tell you I got a giant new client from your tax postcard marketing program yesterday.
He has uploaded 45 k-1s and has W-2 of $2M with no RSU's added in and has been filing with TurboTax!
I recently attended the summer Bangor Maine event and was very happy I went. I met a lot of interesting people and learned new concepts. I've been a member of this group for going on two years now and I'm very happy that I am. Thank you United Cloud!
I have wanted to add real tax advice to my practice for years and didn't know how to go about it until I discovered United cloud. The help receive from the staff has been instrumental! Be it overall growth topics for my office in general or individual cases, I'm thrilled. Thank you, United Cloud!
Dave P.
We have been with United Cloud for over a year now. The Ucloud team and resources has been a tremendous tool for our firm. We have had great success using the marketing and tax workshop resources. It's a great system.
Placed a life case funded by a CRT. Couldn't have done it without help of Randy and his team I met in United Cloud. Wow what a service!
I joined United Cloud a few months ago and have enjoyed every moment.
The United Cloud team has been extremely helpful and supportive during my onboarding process and after.
It’s has been the best investment I made! I highly recommend them.
The Ucloud Team is always helpful and instructive plus they have a huge learning library of tax planning recordings about all the subjects covered you can always go back and listen again until you master the concepts.
UCPS has been a huge value add for our firm! The tax workshop is specialized and attracts higher value tax aware prospects. The tax planning advice you get from UCPS and their partners is top notch. I'm thrilled to have them as our "out-sourced" tax planning specialists. Highly recommend!
I learn something of high value every time I attend! All around amazing service from UCloud Partners!