Unifirst Tax & Financial Plan Specialist

5.0
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(2)
5.0
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2 reviews
5
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Customers rated this pro highly for work quality, professionalism, and responsiveness.
  • VARIAN P.

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    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
    • Rucila P.

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      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

    About this pro

    We tailor-fit our recommendations to the needs and requirement of the clients. We have been helping individuals & families as well as small business owners reduce their taxes to the minimum legal limit. We design tax-free plans for clients get out of debts and build savings for College Funding, Vacation, Healthcare and Supplemental Retirement Income for life. We are able to help American Households reduce their taxes, save and retire with dignity while maximizing tax efficiency in their financial plans. Unifirst Team is truly delighted when our clients, especially those who have provided their testimonials in person and those found in our websites (unifirstresources.com and taxprofessionals.com/unifirstfinancial) become educated with their taxes and gain the abilities to be empowered financially.

    Years in business

    12

    Times hired on Thumbtack

    3

    Number of employees

    3

    Background check

    Completed
    Show more

    Photos and Videos

    1 photo and 4 videos

      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. 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.

      Business hours

      Eastern Time Zone
      SundayClosed
      Monday9:00 a.m. to 4:00 p.m.
      Tuesday9:00 a.m. to 4:00 p.m.
      Wednesday9:00 a.m. to 4:00 p.m.
      Thursday9:00 a.m. to 4:00 p.m.
      Friday9:00 a.m. to 4:00 p.m.
      Saturday9:00 a.m. to 4:00 p.m.
      Coverage Area for Unifirst Tax & Financial Plan Specialist is about 25+ miles of Herndon, VA.