Unifirst Tax & Financial Plan Advisor
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Service
It’s free with no obligation to hire
This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:
Maintain 6 feet of distance from customers
Wear masks during the job
Wear gloves during the job
Disinfect surfaces touched during the job
Photos and Videos
4 photos and 6 videos
Reviews
14 reviews
Michele D.
Individual Tax Preparation
I received very personalized service. Mr. Anderson came out to my building to handle all of the face to face conversations and he took the time to walk me through all the details of my returns and answer my questions. I am extremely satisfied with the service that I received.
Jun 3, 2018VerifiedWas this review helpful?
Timothy Z.
Individual Tax Preparation
Couldn’t be more pleased.
Mar 26, 2020VerifiedWas this review helpful?
Andrew G.
As a small business owner I wear a lot of hats to keep my ship running smoothly, but I always dread tax season. Unifirst Tax & Financial Plan Specialist makes tax season a breeze and is incredibly helpful in filling your state and federal income tax. Thanks for all of your help and hard work! And for taking a major weight off of my shoulders every tax season.
Nov 15, 2018Was this review helpful?
Liza F.
Unifirst has been preparing our taxes for the past 10 years. I must say that we’ve found family in them. Their concern, care and commitment always go beyond our expectations. We are grateful for their service and will continue to work with them for the years to come!
Oct 15, 2018Was this review helpful?
Christina A.
Besides the qualities mentioned above, I would like to add Honesty, Patience, willing to educate, explain in simple terms that could easily be understood by a Senior citizen. Thank you.
Sep 19, 2018Was this review helpful?
Credentials
License Type: Tax Enrolled Agent - IRS Authorized eFile Provider (VA)
License Type: Insurance Producer (VA)
Patrick Anderson
FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?We are 100% confident in our process – no fees are paid until savings are identified. In less time, we unveil vital tax secrets your CPA/Tax Professional may not be knowingly aware of. We operate like an extension of your staff and deliver a level of personalized service unmatched in the industry. We work with our client’s CPA’s and other financial and legal experts to provide a customized hybrid wealth building blueprint that significantly reduces taxes and builds substantial savings to supplement future income and retirement. 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
- What is your typical process for working with a new customer?WE FOCUS ON HIGH NET-WORTH BUSINESS OWNERS & AFFLUENT FAMILIES ❖ Business owner(s) who want to sell the highly appreciated assets/businesses ❖ Business owner(s) who has a net worth of $ 2M + not including property ❖ Anyone paying more than $ 50,000 + in federal income taxes ❖ Business owners that earn $ 250,000 or more ❖ Anyone who has a net worth of $ 5M +
- What education and/or training do you have that relates to your work?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. Verified and background-checked educational profile as well as government-mandated and industry-required Continuing Professional Education Credits annually.