Unifirst Tax & Financial Plan Advisor
Unifirst Tax & Financial Plan Advisor

Unifirst Tax & Financial Plan Advisor

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Introduction
"We reduce taxes by 50% almost 100% of the time." We do Advanced Tax Planning You Won't Find on Main Street. Unifirst Financial & Tax Consultants is a premium tax reduction and retirement solutions firm. Our National Team of Elite Experienced and Professional Experts include: * Employee Retirement Plan Agents and Certified Financial Planners * Certified Public Accountants and Chartered Financial Consultants * Certified Managerial Accountant & Certified Financial Manager * Tax & ERISA Attorneys and Qualified Pension Administrators * Chartered Life Underwriters & Third-Party Administrators * Chartered Retirement Plans Specialists and Actuaries * Certified Tax Coach & Certified Tax Planner * Tax Reduction Certified Public Accountant * Master of Science in Accounting We specialize in delivering comprehensive financial and tax solutions for Wealthy Families and Business Owners to significantly reduce taxes and build tax-free income for life. With multiple years of rich financial, legal and tax heritage, our expertise in designing and managing customized plans has resulted in millions of savings for clients. Our own unique defined benefit plan, DOL-compliant and approved by the IRS, has helped business owners write off several hundreds of thousands of dollars year after year and have saved hundreds of millions in taxes. We are 100% confident in our process – no fees are paid until savings are identified. Our clients enjoy: • A unique and customized tax plan • A customized system and holistic process • Increased savings for retirement income • Significant tax and cost savings and timely review process We have built our reputation on advising our clients on innovative ways to protect, build, and transfer wealth while adhering to the highest standards of ethics and integrity. We continue to strive to make a significant impact on people’s lives by helping them achieve a more secure financial future. Let us help you connect your resources to what matters most by contacting us today.
Overview

Hired 9 times

Background checked

License verified

3 employees

19 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Cash, Check, Credit card, PayPal, and Zelle.

Social media

Facebook, Instagram, Twitter

Projects and media

22 photos

Projects and media

22 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and value.

Excellent 4.9

15 reviews

5
87%
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Melanie V.
Jun 21, 2018
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Hired on Thumbtack

Hired on Thumbtack

Individual Tax Preparation
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Cristina Marie S.
Jun 5, 2018
5 ⭐️S for this company!
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Marlon P.
Jun 8, 2018
They know what they are doing
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Elaine M.
Oct 27, 2018
Mr. Patrick is efficient and responds right away!
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Xtin S.
Nov 13, 2018
Excellent service. Deserve this 5 ⭐️s!
Credentials
License

License Type: Insurance Producer (VA)

License

License Type: Tax Enrolled Agent - IRS Authorized eFile Provider (VA)

Background Check

Patrick Anderson

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