Unifirst Financial & Tax Consultants

Unifirst Financial & Tax Consultants

  Phone: (+1) 571-500-5155   Email:[email protected]   Address: 205 Van Buren St Ste 160 Herndon,VA - 20170, USA   Fax: 703-500-5156

π™’π™ƒπ˜Όπ™ 𝙒𝙀'𝙍𝙀 π˜Ώπ™Šπ™„π™‰π™‚:
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.

π™’π™ƒπ™Š 𝙒𝙀 π™’π™Šπ™π™† 𝙒𝙄𝙏𝙃:
Profitable Business Owners, Successful Entrepreneurs and High-Income Professionals.

π™ƒπ™Šπ™’ π™Šπ™π™ π™‹π™π™Šπ˜Ύπ™€π™Žπ™Ž π™’π™Šπ™π™†π™Ž:
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 client’s CPA’s 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.

π™’π™ƒπ˜Όπ™ π™ˆπ˜Όπ™†π™€π™Ž π™π™Ž π˜Ώπ™„π™π™π™€π™π™€π™‰π™:
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.

π™’π™ƒπ˜Όπ™'π™Ž 𝙄𝙉 𝙄𝙏 π™π™Šπ™ π™”π™Šπ™:
Our clients experience and 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

π™’π™ƒπ˜Όπ™ 𝙒𝙀 π™ƒπ˜Όπ™‘π™€ π˜Ώπ™Šπ™‰π™€:
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.

π™’π™ƒπ˜Όπ™'π™Ž 𝙉𝙀𝙓𝙏 :
Let us help you connect your resources to what matters most to you. Contact me at 703-500-5155 and/or π™₯π™–π™©π™§π™žπ™˜π™ @π™ͺπ™£π™žπ™›π™žπ™§π™¨π™©π™›π™žπ™£π™–π™£π™˜π™žπ™–π™‘.π™˜π™€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 – $100 Gift Card (2) One – $50 Gift Card (3) One – $25 Gift Card (4) One – $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.

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

Name Title Phone Bio
Patrick Anderson President 703-500-5155
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