OUR SERVICES
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WHAT MAKES US DIFFERENT
With many years of rich financial, legal & 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.
WHAT'S IN IT FOR YOU
Our clients experience and enjoy a unique and customized tax plan, a customized system and holistic process, and an increased savings for retirement income as well as significant tax and cost savings in timely review process.
WHAT WE HAVE DONE
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. Over 1,000 clients in the last 17 years has saved hundreds of millions in benefits.
WHAT PEOPLE SAY ABOUT OUR SERVICES
Reliable. The only tax preparer that I can trust since I came here in the USA. Very consistent with their service and keeping their clients well-informed.
Macy C., Albuquerque, NM on Tuesday, March 22, 2022
Tax Filing. We have been a client with Unifirst for the past three years and based on experience, they have provided us with superb service. They respond in a timely manner and are very professional. They are keen to details and works very well to finish all tax documents ahead of time. We look forward to doing business with them in the coming years!
J&T Shiwa on Monday, March 21, 2022
Excellent Work! When you want your tax done right, you will never go wrong with Unifirst Financial and Tax Consultants. Fast and reliable! Highly recommended.
Queenie Ypanto, Educator, from Trinidad, Colorado on March 21, 2022
My First Time. I would like to express my gratitude to Unifirst Financial & tax Consultants. Super quick in responding all my queries and questions. I love my tax preparer. Thank you so much.More blessings and transactions.I'll pray for more success. God Bless us.Excellent Work! When you want your tax done right, you will never go wrong with Unifirst Financial and Tax Consultants. Fast and reliable! Highly recommended.
Roslyn M., Educator, from Arctic Village, AK on February 23, 2022
The Best! Unifirst Financial has been doing our taxes for the last 8 years now, they have treated us more than clients. They responded to our questions extensively. Hands-off to the quality of service! We once had issues with IRS, and they have handled our case really well. Distance was never an issue whether we are in Richmond, VA, or Los Angeles, California.
Tina Acda, Data Analyst, from California and Virginia on April 07, 2019
Seasoned Client. I trust Unifirst Financials and Tax Resources since 2012. They can handle a variety of financial services and responsive to client's inquiries. I even recommended their efficient services to friends.
Ma. Laami Abergos, Educator, from New Mexico on Feb 21, 2019
Concern Care, and Commitment. Always goes beyond our expectations. 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.
Liza and Alex Frayna, from Maryland on November 19, 2018