Unifirst Tax & Financial Plan Advisor

Offers remote services

Discounts available

Offers remote services

Discounts available

$500

starting cost

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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

1 similar job done near you

Background checked

License verified

3 employees

15 years in business

Payment methods

Cash, Check, Credit card, PayPal

Social media

Facebook, Instagram, Twitter

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

Featured Projects

10 photos

Reviews

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

Excellent 4.9

14 reviews

5

86%

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14%

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Read reviews that mention:

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, 2018

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, 2018

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, 2018

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Verified

VARIAN P.

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.

Nov 30, 2017

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, 2018

Credentials

License

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

License

License Type: Insurance Producer (VA)

Background Check

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.

Unifirst Tax & Financial Plan Advisor

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