|Monday||9:00 a.m. to 4:00 p.m.|
|Tuesday||9:00 a.m. to 4:00 p.m.|
|Wednesday||9:00 a.m. to 4:00 p.m.|
|Thursday||9:00 a.m. to 4:00 p.m.|
|Friday||9:00 a.m. to 4:00 p.m.|
|Saturday||9:00 a.m. to 4:00 p.m.|
Unifirst Tax & Financial Plan Specialist
About this pro
12 years in business
3 hires on Thumbtack
Unifirst Financial & Tax Resources has been serving clients, including myself, since 2006. For eight years now, I have always come out as an educated taxpayer every tax season. I had trusted Unifirst to handle my financial plans as well, including my current college funding needs.Dec 1, 2017
It's been 8 years now and Unifirst is still doing an excellent job. I feel comfortable dealing with Mr. Perci because he is so openminded, patient and effective. I don't see myself getting another preparer!!!Feb 25, 2016
- What should the customer know about your pricing (e.g., discounts, fees)?We provide complimentary Financial Need Analysis to check the current financial conditions and make necessary projections for the future. Unifirst has a generous Referral Rewards Program that awards $25-$125 per referral who becomes a client.
- What is your typical process for working with a new customer?Knowing the need of the client Gathering necessary information Designing Plan/Discussion with client Processing of information versus plans Walk-thru on recommendations Plan implementation Annual reviews
- What education and/or training do you have that relates to your work?Verified and background-checked educational profile as well as government-mandated and industry-required Continuing Professional Education Credits annually.