Unifirst Financials (CollegeFund & Retirement Plan Specialist)

Herndon, VA

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About this pro

How does your service stand out?

We tailor-fit our recommendations to the needs and requirement of the clients. We can help families obtain a good College Funding Plan and a decent Retirement Plan.

What do you enjoy about the work you do?

We are able to help American Households save and retire with dignity while maximizing tax efficiency in their financial plans.

Location

Herndon, VA 20171

Background check

Complete

Years in business

11

Number of employees

5

Times hired on Thumbtack

2

Reviews

1 Reviews
  • Rucila P. Feb 25, 2016
    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!!!

Q&A

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.
What types of customers have you worked with?
> Tax-Free Retirement, College Fund, Insurance & Savings Plans > Income Tax Return Preparation (Federal/State) > E-File Services & Direct Deposit Refund > Tax ID Number (ITIN) for Individual > Federal ID Number (FEIN) for Business > Amendment of Returns for Federal & State > Tax planning for Individuals & Small Business > Bookkeeping and Payroll Services > Credit Card Processing / Merchant Account > Notarial Acts & Notary Service