Unifirst Tax & Financial Plan Advisor | Herndon, VA

  • Total Hires: 9 times
  • Service Area: Herndon, VA
  • Team Size: 3 employees
  • Business Duration: 19 years
Unifirst Tax & Financial Plan Advisor

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

  • Cash
  • Check
  • Credit Card
  • PayPal
  • Zelle

Services Offered

Service needed

  • Annual tax filing
  • Quarterly tax filing
  • Other tax consultation

Filing status

  • Sole proprietorship
  • Partnership
  • S-Corp
  • Tax-exempt
  • C-Corp / Corporation

Annual revenue

  • $100K - $500K
  • $500K - $1M
  • $1M - $5M
  • $5M - $10M
  • Less than $100K

Work location

  • My customers travel to me
  • I work remotely (phone or internet)
  • I travel to my customers

About

"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.

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License

    • License Holder: Patrick Anderson
    • License Type: Insurance Producer (VA)
    • License number: #868222
    • License Holder: Patrick Anderson
    • License Type: Tax Enrolled Agent - IRS Authorized eFile Provider (VA)
    • License number: #547891

Verification

  • Background Check
    • Patrick Anderson
    • Completed on 11/15/2023

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