Unifirst Financial & Tax Consultants
We focus on helping Profitable Small Business Owners & High Networth Professionals reduce taxes by about 50% almost all of the time. We deliver a comprehensive financial and tax solutions to build tax-free income for retirement & provide wealth transfer to their beneficiaries.
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We deliver a comprehensive financial & tax solutions for Business Owners & Professionals to significantly reduce taxes, build income for life & provide wealth transfer to their beneficiaries.
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Profitable Business Owners, Successful Entrepreneurs and High-Income Professionals.
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In less time, we unveil vital tax strategies & financial plans that are under-utilized. We operate like an extension of your staff and deliver a level of personalized service unmatched in the industry. We work with our clientβs CPAβs and other financial and legal experts to provide a customized hybrid wealth building blueprint that significantly reduces taxes & builds substantial savings to supplement future income and retirement.
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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.
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Our clients experience and enjoy:
β’ A unique and customized tax plan
β’ A customized system and holistic process
β’ Increased savings for retirement income
β’ Significant tax and cost savings and timely review process
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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.
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Let us help you connect your resources to what matters most to you. ContactΒ me at 703-500-5155 and/orΒ π₯ππ©π§πππ @πͺπ£ππππ§π¨π©πππ£ππ£ππππ‘.ππ€π’.
Pearl Harbor - Meet & Greet Vets Day! - Nov 23, 2021
Gather to hear stories from our American heroes on Dec 7 at 130pm.
Gift, Just 4 Kids - Dec 03, 2021
This holiday season, give the gift of insurability for your children. Check it here >>> https://a2e7463f.pages.infusionsoft.net/
Is Pearl Harbor Day a Holiday ? - Dec 06, 2021
Hear from the stories of our American Heroes Enjoy complimentary refreshments Free Photo Opportunities Bring your business cards or your information for the drawing of raffle prizes: (1) One β $100 Gift Card (2) One β $50 Gift Card (3) One β $25 Gift Card (4) One β $250 Voucher * * Free Financial Need & Tax Plan Analysis
Warning from the IRS ! - Jan 12, 2022
IRS says, tax season 2021 officially opens on Jan. 24. Need help, let us know. We deliver a comprehensive financial & tax solutions for Business Owners & Professionals to significantly reduce taxes, build income for life & provide wealth transfer to their beneficiaries.
Homeowner Alert! Review Your Tax Forms! - Mar 24, 2022
New tax rules are creating confusion.
Taxes: The Cost Of Paying Later - May 06, 2022
Because tax-deferred accounts require participants to ultimately pay income tax on contributions and accumulation, the overall taxes projected to be paid is an important consideration. Below is an example of a tax-deferred account, like an IRA. This example shows the taxes deferred at the time of contribution, and the taxes owed at the time of withdrawal.
Why are younger investors looking to annuities to help in their retirement? - Jun 02, 2022
What would you do if you knew you had a source of guaranteed income during retirement? One that could last for the rest of your life? Need help? Contact us.
Shop, Compare at your Convenience. - Jun 04, 2022
So you can be there for them. https://client.ilife.tech/welcome?Ref=QAG3PVFP
WILL YOUR TAXES BE LOWER OR HIGHER IN RETIREMENT? - Jun 13, 2022
Have you asked the question: Is it likely your taxes will be significantly lower in retirement than they are today? Obviously, we donβt know where tax rates will be in the future. But we can look at ways taxes could change for you in the future.
Is your Retirement Tax Too Big ? - Jun 21, 2022
Rising taxes in retirement is a risk some savers haven't considered. Is your retirement approach prepared? Discover your potential retirement tax bill - and options for potentially reducing it. Contact us today: unifirstfinancialandtax.com
Legislative Risk heavily impacting your Retirement - Jul 05, 2022
Today is considered a period of heightened legislative risk for qualified accounts β like IRAs and 401(k)s β as well as Roth accounts. This is mainly due to our governmentβs growing need for new tax revenue to offset increased spending as well as Congressβs indication that much of this new tax revenue will be generated from new and evolving taxes on retirement accounts.
7 Big Retirement Risks to Avoid - Oct 26, 2022
Preparing for retirement has changed dramatically throughout the last several decades. Not only are people living longer due to improved health care, but costs have dramatically increased all around. (Kiplinger article, 10/25/2022)
Today is the 159th Anniversary of The Gettysburg Address - Nov 19, 2022
βFour score and seven years ago our fathers brought forth on this continent, a new nation, conceived in Liberty, and dedicated to the proposition that all men are created equal." - 16th US President, Abraham Lincoln
Still worry about the what-ifs? 222 helps life's unexpected turns. - Jul 17, 2024
This plan can be a great part of your overall retirement strategy because it can provide guaranteed income for life, plus the flexibility to help address those unexpected what-ifs. SUBSCRIBE, SHARE AND CONTACT US FOR YOUR FREE-PLAN ANALYSIS (VALUED AT $197.00) AT CALENDLY.COM/PDANDERSON. THANK YOU.
You Earned It, Protect It! - Aug 06, 2024
Protecting retirement savings from market volatility is crucial for financial security, and today's uncertain economic climate presents significant challenges for those approaching retirement. Need help. Contact us at calendly.com/pdanderson today.
Turn Debt Into Wealth β A Powerful Resource for You? - May 23, 2025
Pearl Harbor - Meet & Greet Vets Day Cost - $0
Venue - The Atrium at Worldgate Lobby, The Atrium Lobby, 205 Van Buren St Herndon VA 20170
Timing - December 07, 2021 @ 01:30 PM to December 07, 2021 @ 02:30 PM
YOUNGER INVESTORS LOOKING FOR HELP IN THEIR RETIREMENT - Jun 08, 2022
What would you do if you knew you had a source of guaranteed income during retirement? One that could last for the rest of your life? Need help? Contact us.
| Name | Title | Phone | Bio |
|---|---|---|---|
| Patrick Anderson | Managing Director | 5715005155 |
