Unifirst Financial & Tax Consultants

Tax Preparer
Herndon Virginia 20171

1-888-581-3320 Click to dial

Rated 5/5 (173 Recommendations)
Write a Recommendation
MAKE A CONNECTION Unifirst Financial & Tax Consultants is currently available to chat: Send Message
Get Directions View On Larger Map
Building Today, a Legacy of Secured Tomorrow

Contact Details

Professional Background

  • Hours of Operation
  • Monday to Friday - 9:00 am to 4:00 pm
    Saturday 10:30 am to 2:30 pm
  • Accepted Forms of Payments
  • Visa, MasterCard, American Express, Bank Checks, Postal Money Order & Cash
  • Fee Structure
  • * Basic Standard Fees *

    TAX PREPARATION WITH ELECTRONIC FILE AND DIRECT DEPOSIT REFUND

    Student - Starts at $ 90.00
    Single - Starts at $ 130.00
    Married/Joint - Starts at $ 165.00

    J1 Visa Holder/Exchange Program - Starts at $165.00

    Small Business Owner - Starts at $ 195.00

    INDIVIDUAL TAX IDENTIFICATION NUMBER (ITIN) Per applicant - $ 199.00
    EMPLOYER IDENTIFICATION NUMBER (EIN) Per business account - $ 95.00

    FINANCIAL NEED ANALYSIS REPORT
    Individual & Family - Free
    Small Business - Free

    RETIREMENT PLAN, COLLEGE FUNDING PLAN, SAVINGS/INVESTMENT PLAN
    Case to case basis.


    WILL, TESTAMENT & TRUST DOCUMENT PREPARATIONS
    Starts at $ 495.00
  • Credentials
  • American Society of Notaries, Asian American Chamber of Commerce, Asian American Lions Club, District 24-A, Christian Financial Alliance, Christian Financial Ministries, National Association of Christian Financial Consultants, National Ethics Association, National Financial Education Council, National Society of Accountants, National Association of Tax Professionals, National Association of Registered Tax Preparers, The NonProfit Financial Alliance
  • Honors & Awards
  • 2010-2017, Paralyzed Veterans Association, IRS National Tax Forum
    2014-2017, Wounded Warrior Project, United States Organization, American Heart Association
    2014, Women of Work Conference
    2010-2016, Disabled American Veterans
    2009-2010, US Department of Veterans Affairs, Embassy of the Philippines
    2006-2010, Advocacy for Filipino-American World War II Project
    2001-2010, National Association of Sons & Daughters of Fil-Am WWII Veterans

More About Unifirst Financial & Tax Consultants

                                                                                                                                     Professional Summary

" We are Your Comprehensive Optimized-Financial & Tax-Advantaged Plan Advisor "


UNIFIRST Financial & TAX Resources provides a comprehensive and holistic approach to financial and tax services to both individuals and businesses.  Check us here >>> https://patrick-anderson.mynewretirement.com/videos/risk  We give the same attention to all clients, no matter how large or small. The tax preparation, savings & retirement planning, tax-reduction planning, life insurance and other financial services we provide are tailored to the unique needs of each client, ensuring the possible results and maximized returns. Our firm remains on the cutting edge of tax law and financial trends. We are well-informed and continually adapt to the ever-changing world of tax laws and financial industry updates.

Our Commitment.  At Unifirst Resources, we treat our clients with courtesy and integrity. We guarantee efficient, honest tax service that achieves remarkable results. Our years of experience and notable expertise ensure that your tax preparation is in good hands.

Our Record.  Our consistent track record of uncompromising ethics instills confidence and trust. We use cutting edge technologies to ensure up to the minute information from the financial world. This allows us to respond quickly, and give you the most relevant information and perspectives.

Our Special Field of Practice.  Serving the affluent families with assets of $5M + and high-net-worth business owners of $2M +, we are an elite team of experienced and professional experts composed of CPAs, Tax & ERISA Attorneys, Certified Financial Planners, Qualified Pension Administrators, Chartered Financial Consultants & Life Underwriters, Actuaries & Third-Party Administrators. Together as a team, we provide an excellent way of reducing taxes, building a retirement income for life and creating a legacy for the next generations.







Unifirst Financial & Tax Consultants Recommendations


Submitted by Marissa Barden on Tuesday, Jul 21, 2020

Tax preparer - financial advisor

Mr Anderson of Unifirst Financial has been our tax preparer and financial advisor for more tan 10 years and has been Tested year to year to be professional, patient And knowledgeable and efficient... gives great advise and helped save us money! Highly recommended!!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Customairmodels on Thursday, Jul 09, 2020

Excellent !

Very efficient tax preparer. Will work with you all the way. Thank you Patrick !

Submitted by Daffodil Solidum on Thursday, May 28, 2020

Excellent, Personalized Service!

Patrick Anderson provides unparalleled service to his clients, especially in terms of assisting them with their tax questions and other financial matters. He breaks things down for you to the most understandable level and he never stops until you have a full understanding of your situation. One thing that is also very impressive for me is how he continues to improve his knowledge and skills by attending all the important and relevant conferences and educational sessions out there to ensure that he is equipped with the most current information on tax and finance. I am more than blessed to benefit from his expertise!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Daffodil Solidum on Thursday, May 28, 2020

Excellent, Personalized Service

Patrick Anderson provides unparalleled service to his clients, especially in terms of assisting them with their tax questions and other financial matters. He breaks things down for you to the most understandable level and he never stops until you have a full understanding of your situation. One thing that is also very impressive for me is how he continues to improve his knowledge and skills by attending all the important and relevant conferences and educational sessions out there to ensure that he is equipped with the most current information on tax and finance. I am more than blessed to benefit from his expertise!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Ivy on Friday, May 15, 2020

overall service

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Genelyn Tura Of Hobbs NM on Monday, May 04, 2020

2019 TAX REFUND

Mr. Patrick Anderson is very knowledgeable in processing my documents on tax return, very fast. And he is approachable and friendly.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Ms. Lorelei Samela, US Virgin Island on Saturday, May 02, 2020

honest, helpful, patient and professional

Mr. Anderson is honest, helpful, patient and professional in dealing with his clients. He guides his clients on the right things to do in terms of tax problems.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Unifirst Financial & Tax Advisors on Thursday, Apr 30, 2020

Mr Patrick Anderson

Mr. Anderson responds immediately and is very professional in dealing with clients. He is helpful and guides the clients well and honest!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Marie Tess Martinez on Monday, Apr 27, 2020

Excellent Service

I highly recommend Mr.Patrick Anderson.He is so professional in dealing with his clients.He is always ready to answer your questions and so quick to responding to emails.And he did a great job in preparing my tax return.Thank you and God Bless You more.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Maria Masacayan on Monday, Apr 27, 2020

J1 Income Tax Return

I am a happy income tax filer. I love that I have a direct communication with Mr. Patrick Anderson my tax preparer. It was so easy to work with him. He immediately responds to my queries. Thank you so much. I will be back next year.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Jenny Llagas on Wednesday, Apr 22, 2020

Tax return 2019

I had an excellent service in filing my tax return 2019 with Unifirst through Mr. Anderson. Thank you so much for your excellent service Mr. Anderson. Looking forward next year’s tax return filing.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Rhoxel Kinu Tamarra on Sunday, Apr 19, 2020

2018 Tax refund

Excellent service and Smooth Process. Highly Recommended for everyone! Thank you Atty.Patrick Anderson! Stay Healthy and God Bless!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Ms. Lilian Espiritu, Prince George's County, MD on Sunday, Apr 19, 2020

Excellent service

Excellent service

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Joey Marion De Villa on Saturday, Apr 18, 2020

Highly recommended.

A great help for me even if I’m in a different State.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Virtudes Family on Monday, Apr 06, 2020

Quick and Simple

With the provided TAx Organizer it became simple by filling those entries backed by documents on hand and sending it to them and quickly processed those returns for the family. Getting better refunds and peace of mind. Thank you Unifirst helping us for the last 10 years!

Submitted by Virtudes Family on Monday, Apr 06, 2020

Quick and Simple

With the provided TAx Organizer it became simple by filling those entries backed by documents on hand and sending it to them and quickly processed those returns for the family. Getting better refunds and peace of mind. Thank you Unifirst helping us for the last 10 years!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by M. Mendoza on Saturday, Mar 21, 2020

Highly recommended!

Very efficient!

  • Overall

Submitted by Jobs Connect USA on Monday, Mar 16, 2020

First Class Services

It has been 11 years of an excellent experience with Unifirst Financials and Tax Advisors. Mr. Henderson is an expert in terms of personal and business tax matters. Unifirst caters to our needs, helps us grow , educates us into the business world. Thank you Unifirst for providing us the first-class service!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Lea on Saturday, Mar 14, 2020

outstanding and reliable service

I have known Sir Patrick and Unifirst Financials for 5+ years and has been like a family to us. I would highly recommend the service based on honesty, fast, reliable and always available to help above and beyond with any of our taxation issues.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by ELSIE YSATAM, ALBUQUERQUE PUBLIC SCHOOLS DISTRICT on Sunday, Mar 08, 2020

EFFECTIVE AND EFFICIENT SERVICE

This is my 2nd year with Unifirst financials. Unifirst Financial deals with matters concerning my tax refund efficiently, effectively and with remarkable professionalism. I have always been impressed by the high degree of competence and promptness the team gives to clients from the initial inquiry through filing is exemplary.The entire process was extremely quick which was done and ready in just an day. I would give my highest recommendation without reservations for Unifirst! I definitely keep working with Unifirst in the future.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by ELSIE YSATAM on Sunday, Mar 08, 2020

EFFICIENT AND EFFECTIVE SERVICE

This is my 2nd year with Unifirst financials. Unifirst Financial deals with matters concerning my tax refund efficiently, effectively and with remarkable professionalism. I have always been impressed by the high degree of competence and promptness the team gives to clients from the initial inquiry through filing is exemplary.The entire process was extremely quick which was done and ready in just an hour. I would give my highest recommendation without reservations for Unifirst! I definitely keep working with Unifirst in the future.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Carol Torda on Wednesday, Mar 04, 2020

Reliability Through Transparency

First tax return processing here in the US and I'm glad I ran into Unifirst. I am far from disappointed. Thank you Unifirst.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Rosarie Escosia on Tuesday, Mar 03, 2020

Worry free, stress free IRS days

I've been their client for 5 years now. I must say from the time I entrust the filing of my tax with them, it's always been stress-free and easy. I'm so thankful to have dependable, expert people with a heart in times I need UNIFIRST.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Sharena Domingo on Sunday, Mar 01, 2020

J1 Tax Refund

Mr. Patrcik Anderson was very clear with the instructions given and was fast in processing the transaction. He also answers questions quickly and accurately.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Dale on Saturday, Feb 29, 2020

Fast, Easy and Reliable

I am glad that my friend recommended Unifirst Financials and Tax Advisors. Everything was just really fast, easy. I trusted them with everything.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Dale on Saturday, Feb 29, 2020

Fast and reliable

I am glad that my friend recommended Unifirst Financials and Tax Advisors. They just works so fast and everything was so easy.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Andrea on Wednesday, Feb 26, 2020

Very Satisfied

Fast and reliable transaction.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Lino Noble on Wednesday, Feb 26, 2020

Tax Preparation and eFiling

Very Fast and Reliable. My second year to use his services and I am very with the results.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Roseyn Nino on Sunday, Feb 23, 2020

Timely and Reliable

I highly recommend Unifirst to do tax filing or other tax services. He works fast and has his time well managed. He is very flexible when it comes to payments. Very approachable.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Eman Ramos on Thursday, Feb 20, 2020

Great!

I have been with Unifirst since 2010 and all I can say is that they are timely and you can count on.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Meriel Ann Dizon on Monday, Feb 17, 2020

Excellent Tax Filing Service

The service is fast and reliable. It helps J1 teachers like me to get a full tax refund. Explanation is thoroughly communicated. I will surely use this to file my tax return for the coming years.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Necelle Cabasan on Saturday, Feb 15, 2020

J1 Interns; Fast Tax refund process

Excellent Services, it was fast and quick. They respond quickly. Highly recommended for Tax Refund especially J1 students who wanted to get their fully taxes. Very friendly and accommodating.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Bethoven Obate on Thursday, Feb 13, 2020

Tax Preparer- J1 Visa Holder

The service was excellent. The process was fast and quick. This is the best institution for filing for tax refund.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Bethoven Obate on Thursday, Feb 13, 2020

Tax Preparer for J1 Visa Holder

The service was excellent. The process was fast and quick. This is the best institution for filing for tax refund.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Andre on Wednesday, Feb 12, 2020

Excellent Service

Excellent response times, service, and delivery. The best in the business!!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Gallup McKinley County School on Wednesday, Feb 12, 2020

Tax Refund Preparer

Quick and easy to complete the form online with no further hassle. I'm delighted with the outcome.. Very professional service with great communication.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Marianita Obcena on Tuesday, Feb 11, 2020

Satisfied client of Unifirst

I’m satisfied with the service I got from Unifirst. This company is highly recommended for people who are looking for best tax preparer.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Venerustum Valdez on Sunday, Feb 09, 2020

Better is forever

They always got your back and answer all you questions about the case.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Annalyn Poloyapoy on Sunday, Feb 09, 2020

Tax preparation

Unifirst is very quick to act, very efficient and very reliable.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Bernie Comia- Albuquerque NM on Saturday, Feb 08, 2020

J1 Tax Return

Unifirst is so professional in dealing with their clients. They always have ready answer to questions and so quick in responding to emails. And they did an awesome job in preparing my tax return. So prompt! Kudos!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Amorluna Nartea on Friday, Feb 07, 2020

Very Reliable and Responsive

Hello, you deserve for 5 stars Sir Patrick. Thank you so much for very fast action .

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Devon on Friday, Feb 07, 2020

Successful and Efficient Tax Filing

Very helpful and fast filing of tax returns. I would recommend this service to anyone wishing to file their tax returns.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Jojo & Leonor on Friday, Feb 07, 2020

Highly recommended!!!

Very fast, accurate, friendly, trustworthy and most importantly, they will never let your down with your refund...

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by RDL, Culinary Arts Intern, Lost Tree Club, North Palm Beach FL on Wednesday, Feb 05, 2020

You deserve an excellent review

You deserve an excellent review. Continue to be a blessing to others ...

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Baltimore Country Club on Tuesday, Feb 04, 2020

Very Helpful

Mr. Anderson never fails to help all J1 interns coming here in Baltimore. He’s very helpful and always do his best. This is the third time he did my tax return.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Paulcherry on Tuesday, Feb 04, 2020

Tax preparation

Excellent service

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Markjasper Santiago, BCC, New York NY on Tuesday, Feb 04, 2020

Tax

Good performance

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Louriza Tamarra on Tuesday, Feb 04, 2020

Unifirst Financial & Tax Advisors

Very fast service

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Irish Mae Rabino, Framingham MA on Monday, Feb 03, 2020

Tax Refund

Its my second time filing my tax refund here in Unifirst and I had a smooth and fast processing. I'm sure that I'll file my tax refund here the next time. Thank you.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Robert De Leon on Monday, Feb 03, 2020

Always efficient

Everytime I needed assistance on my tax return, Patrick is always there to help and provide customer service. I always refer him to my j1 friends since 2017. Thank you and great job!

  • Overall

  • Service

  • Expertise

  • Results

  • Communication Skills

Submitted by Beato A. Vàsquez Zapata, Teacher, US Virgin Islands on Saturday, Jan 25, 2020

Happy New Year 2020 to you and your beloved ones!!!

Hi Mr. Anderson. I look forward to send you my 2019 W2 Form as soon as I get it next month. Let me inform you that you did an Excellent Job Sir with my 2017 and 2018 IRS filing and claims. I got a refund check for the 2018 year and they wrote me a letter from Houston, Texas IRS Office stating that they will also give me back a refund for the 2017 year, but they have kept this money until I file my 2019 taxes and afterwards, they will give me back whatever is left with my return, since I am not working anymore in the US because my contract is over. I am back to my country Dominican Republic and I'm now trying to file for my Permanent Residency before I can go back to work in the USA. Thank you very much once again Sir for everything you have done for me !! God Bless You !!...and We will keep in contact!!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by EVBuerano on Monday, Apr 29, 2019

Unifirst Loyal Customer

I have worked with Unifirst since 2007. They have always answered all my e-mails and phone calls very promptly, answering all my questions patiently, giving me invaluable financial advice, without being condescending or patronizing.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Elenita Bahian on Monday, Apr 22, 2019

Hassle free Tax Filing

No regrets at all in contacting Unifirst Financials, it was easy as one.two.three..we communicated thru emails, Awesome sevice

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Acda on Sunday, Apr 07, 2019

Reliable!

UniFirst Financials has been doing our taxes for the last 8 years now, they have treated us more then 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 real well. Distance was never an issue whether we are in Richmond, VA or Los Angeles California.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Acda on Sunday, Apr 07, 2019

The Best!

UniFirst Financials has been doing our taxes for the last 8 years now, they have treated us more then 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 real well. Distance was never an issue whether we are in Richmond, VA or Los Angeles California.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Jessa Joy Elnar on Sunday, Mar 31, 2019

AMAZING!!!!

I’m so glad that I have file my tax refund with Sir Perci. Kind, Fast and Helpful response! All my questions were answered and my problem was solved. It’s highly recommended for people who need to file a refund for their taxes. Kuddos!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Communication Skills

Submitted by Jiego Rivera, Marriott, Hyannis MA on Saturday, Mar 30, 2019

Excellent

Very responsive Fast replies Easy instructions Overall I had a smooth experience. Definitely recommend to my friends and colleagues

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Angelica Purganan, Houston TX on Saturday, Mar 23, 2019

Reliable and Recommended

Sir Patrick Anderson was recommended by my friend who attended his seminar. I can say that he is very accommodating and was able to response quickly to all of my questions. Thank you so much for helping me file my tax.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Kay on Tuesday, Mar 19, 2019

trustworthy excellent service

i filed my taxes for 2 consecutive years with mr patrick anderson., with no worries at all. also recommended my friends from the philippines and they were very pleased too. thumbs up., he will answer your questions fast but due to high volume of people filling their taxes with unifirst sometime you have to wait for the response back. but still giving 5 stars for unifirst

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Kay on Tuesday, Mar 19, 2019

trust worthy! excellent service

i filed my taxes for 2 consecutive years with mr patrick anderson., with no worries at all. also recommended my friends from the philippines and they were very pleased too. thumbs up., he will answer your questions fast but due to high volume of people filling their taxes with unifirst sometime you have to wait for the response back. but still giving 5 stars for unifirst

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Amor Luna, Educator At New Mexico USA on Saturday, Mar 16, 2019

The Best Tax Preparer

He is best.Easily to contact and very professional. Knows what to do and very knowledgeable.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Rogie Ceralde, FHR Hotel Management, Austin TX on Saturday, Mar 16, 2019

My first encounter to Unifirst

Highly recommended! very approachable and accurate.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Sara Elena Ton on Thursday, Mar 07, 2019

Excellent Service!

Unifirst provided an excellent service in handling my tax, the process was quick and easy. Sir Patrick Anderson was very accommodating in responding to my tax inquiries. Truly, Unifirst is trusted and highly recommended! Thank you so much for helping me with my tax!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Roque Candela on Monday, Mar 04, 2019

Best

The entry of my application was the same with my W2.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Geneive Joie Carpio, WinterGreen Resort Staff, Nellysford VA on Saturday, Mar 02, 2019

J1 Tax Refund

The Financial Consultant replies ASAP, is easy to contact, and is very approachable.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Grace Gervacio, Baltimore Public School Educator on Saturday, Mar 02, 2019

Get the work done!

Since I am busy and I want to make sure that my tax documents are all straight and to avoid IRS audit, I always have Unifirst tax do the job for me. Thank you!!!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Masha Tansiatco, Pinole CA on Wednesday, Feb 27, 2019

Consistent

As always, very reliable and accommodating.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Bethoven C. Obate on Monday, Feb 25, 2019

Review and Best Experience with Unifirst Financial and Tax Resources

Unifirst Financial and Tax Resources has responded me very quick. They were able to review my tax and help me prepare and analyze my tax. It is my first time to have a tax preparer and I was impressed with their performance. So I highly recommend Unifirst Financial and Tax Resources to all. Thank you!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Vanessa Patricio, Exchange Teacher Program, New Mexico on Thursday, Feb 21, 2019

Thank you very much Sir

Hi Sir Patrick, Thank you so much for filing my tax. Got my refund in 2 weeks. Thank you so much. As a J1 teacher, I am so thankful to sir Patrick for the patience especially for New J1 Teachers here in the US like me.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Ma. Laarni Abergos, Educator, New Mexico on Thursday, Feb 21, 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.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by BCC on Sunday, Feb 10, 2019

Unifirst always!

excellent service!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Communication Skills

Submitted by Jenalyn Almodiel on Saturday, Feb 09, 2019

Excellent

Hughest level of efficiency.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Jualiana Faye Pata, Special Education Specialist, El Sobrante CA on Saturday, Feb 09, 2019

Service is great

Service is excellent, the company responds quickly with your inquiries. It’s easy and very convenient.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by ELSIE INOCIAN-YSATAM, Filipino Teacher on Thursday, Feb 07, 2019

Unifirst, My First!

Unifirst Financial deals with matters concerning my tax refund efficiently, effectively and with remarkable professionalism. I have always been impressed by the high degree of competence and promptness the team gives to clients from the initial inquiry through final filing is exemplary.The entire process was extremely quick which was done and ready in just an hour. I would give my highest recommendation without reservations for Unifirst! I definitely keep working with Unifirst in the future.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Jophine Tavera, Yazoo City Municipal School District, MS on Wednesday, Feb 06, 2019

Superb

I am absolutely recommending UNIFIRST to everyone, excellent and best in the country.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Melissa Casiple, HEI Hotels, Waltham MA on Wednesday, Feb 06, 2019

Tax refund processing

Excellent service.you give Good communication to your guest and very helpful. Thankyou and Godbless sir. .

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Dexter Aala on Wednesday, Feb 06, 2019

Unifirst

Excellent Service!!!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Rosa Vergara on Tuesday, Feb 05, 2019

Highly Recommended!

He deserves to have a 5- star rating. He is efficient, fast and very responsive. Thank you for all the help. Great work! I will definitely recommend the company to friends and colleagues.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Elvera Bayobay on Monday, Feb 04, 2019

Excellent service

I have been their client for 3 years now. I never had complain in terms of service. It is ultimately excellent. Fast, reliable, and efficient service. If you want your tax prepared fast, have it done with unifirst.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Michelle Cantada, Staff At Sacramento CA on Monday, Feb 04, 2019

Highly recommended

He is kind and helpful person.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Ben Ricablanca on Monday, Feb 04, 2019

Tax Refund

Easy and fast service.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Andrew Gehman, Manager & Editor, 2085 Videography on Monday, Jan 28, 2019

a major weight off of my shoulders every tax season

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.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Liza Eslava Frayna (Alex Frayna) on Monday, Nov 19, 2018

concern, care and commitment always go 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 for their service and will continue to work with them for the years to come!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Christina Azores, Retired Registered Nurse, INOVA on Thursday, Nov 15, 2018

Senior Citizen Friendly

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.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Cristina Marie Senosa, Chairperson Ivanna Eudora Kean HS, USVI on Tuesday, Nov 13, 2018

Excellent service. Deserve this 5 ⭐️s!

Excellent service. Deserve this 5 ⭐️s!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Dino C Mondarte, Public School Teacher, US Virgin Island on Monday, Nov 12, 2018

5 Star Positive Feedback

I just got all the positive feedback for the services they provided. Hope they could keep it.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Elaine Macaso on Saturday, Oct 27, 2018

Efficient and prompt

Thanknyou to Unifirst and to our tax preparer, Patrick. He has been very helpful. His work is efficient and he responds immediately to my questions and requests.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Sherill Holgate on Monday, Jul 16, 2018

Reliable and efficient service.

Unifirst is a very reliable and efficient company. When I applied for my tax returns. Mr. Anderson was very professional. He was quick to respond to my queries and provided clear and in depth explanation about the process. In addition the processing time was speedy.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Joanna MBT on Thursday, Jul 05, 2018

Great Assistance and Tax Advices

Thank you so much for helping and assisting me in getting my amended refund.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Gilbert Alonzo on Thursday, May 10, 2018

good service

nice service and friendly staff

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Sacha on Wednesday, Apr 25, 2018

Professional and fast

I have been using Unifirst for my yearly tax for the last 4 years. I am extremely happy with their services. They are extremely knowledgeable and have a quick response time for any questions that you might have. Courteous and friendly at all time.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Wequassett Resort And Golf Club on Tuesday, Apr 24, 2018

Wonderful service

I would like to commend this company to Filipino J1 students for providing an exceptional review and service of the Tax refunds. Sir Patrick is responsive for all of concerns and made sure that all of my questions were being answered. Great work and pleasure to work with you.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Michael Schreiber on Friday, Apr 13, 2018

Great Service

Patrick did a great job

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Michelle Nilo on Friday, Apr 06, 2018

Responsive

Process my request quickly

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by POOJA on Monday, Apr 02, 2018

AWESOME EXPERIENCE WITH UNIFIRST

I AM VERY HAPPY TO FILE MY TAX RETURN THROUGH UNIFIRST FINANCIALS . I GOT THE TAX REFUND IN SEVEN DAYS ONLY. I TRUST THIS FIRM ,I RECOMMEND UNIFIRST TO EVERYONE .

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Marie Laygo on Saturday, Mar 31, 2018

Tax Preparation 2017

Mr. Percy Abu is very knowledgeable, organized, service-oriented, always responds and accommodates all our tax inquiries, issues, and resolves them in a very professional and timely manner. My husband and I are very satisfied with Mr. Abu's expertise and guidance, and will highly recommend him to our friends.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Andrew Lauchengco, Carahsoft Technology Corp. on Friday, Mar 30, 2018

Highly recommend!

Patrick is one of the best accountants/financial advisers that I have had the pleasure of working with. It is obvious that he has a passion for what he does and he went above and beyond when it came to providing counsel and education when I approached him to assist in my tax return. I would definitely recommend him to my closest friends and family.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by James O. Gregorio on Tuesday, Mar 27, 2018

Highly recommended

The service was exceptional. Mr. Anderson made my taxes so easy and now I personally recommend Unifirst for anyone who wants to process their refunds specially for J’s. Thanks Unifirst and God speed.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Espanola District on Tuesday, Mar 27, 2018

Quick and easy

They prepared my tax return so quick and easy

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Andrian on Friday, Mar 23, 2018

Excellent company

I feel very welcome with them they assist me so much

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Sweet Pacquiao on Friday, Mar 23, 2018

EXCELLENT SERVICE

As one of the j1 I'm really glad that i chose your company to handle my Tax back . I am having a hard time to process my tax because i'm still waiting for my last w2 form and it takes a month before i finished everything. One of the employee in your company encouraged and helped me everything just to finished this, he has a long patience and very kind to me even if i have a lot of questions. All i can say is i am very satisfied with the service in this company. Great job!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Masha Tansiatco on Wednesday, Mar 21, 2018

Tax refund

Very accommodating and friendly. Tax preparation was accurate and well explained.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Rosarie Escosia on Friday, Mar 16, 2018

The Best Tax preparer

They will do everything to give you the best service. That is why I trust them.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Breezy Beige Satur on Thursday, Mar 15, 2018

Until next tax season

It was nice doing business with you sir!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Gerald Cadacio on Thursday, Mar 15, 2018

Excellent service

My friend recommended unifirst to me and processing my tax refund with them is a great choice. Sir Patrick was very accomodating to all our questions and inquiries. The process was very smooth. I highly recommend them!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by LynnDon on Wednesday, Mar 14, 2018

Thankful for UniFirst! Highly Recommended

We're so happy and impressed... ~knowledgeable, responsive, organized, and very helpful. We absolutely recommend UniFirst for any tax assistance. Thank you so much Patrick!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by WCCUSD on Saturday, Mar 10, 2018

Beyond Helpful

Mr. Anderson has been preparing my tax since 2017. He has been very helpful to me and my colleagues. He answers all our questions very promptly. If you need a reliable and trustworthy tax preparer, Mr. Anderson is your guy.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by MsJenTW on Friday, Mar 09, 2018

Fast Response and Tax Filing

I’m greatful to be introduced to Unifirst. Their response to my inquiries and concerns was delivered in a timely manner!:) Satisfied&happt with the outcome of my tax filing (date & amount of tax return). Thank you so much!:)

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Baltimore Country Club on Tuesday, Mar 06, 2018

A great experience for filling tax refund

Its been a great idea to file my tax refund here in unifirst . Because its nit just easy but also getting the tax fast . I will get my refund again here at unifirst next year

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Paulcherry Gohetia on Tuesday, Mar 06, 2018

A big thank you.

He is so good and accommodating. He assists well and responded promptly on time.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by West Conta Costa Unifies School District on Monday, Mar 05, 2018

Tax Refund

systematic quick to response to quarries respectful organized

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Cara Peralta on Saturday, Mar 03, 2018

Thanks, Unifirst

I'm satisfied with the service and I appreciate the professionalism and promptness.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Andrew I. Aspacio on Wednesday, Feb 28, 2018

Tax Services

If you are looking for somebody who can prepare your tax refund without any hassle. Look no further, Unifirst is the place for you. Perci, did a phenomenal job for my refund.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Aimee Rose Teano on Sunday, Feb 25, 2018

TAX handling experience

Thank you Mr. Patrick Anderson for a great service. Thank you for being responsive in all my e-mails and providing me more options when i feel like i have none. Excellent!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Aimee Rose Teano on Sunday, Feb 25, 2018

Tax handling experience

THANK YOU Mr. Anderson for an excellent service in handling my taxes. Thank you for answering my questions a.s.a.p. !

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

Submitted by Ma. Alma A. Tupas on Saturday, Feb 24, 2018

Service Review

Excellent service; accurate and useful tax files; helpful tax-related information; affordable fees; accommodating, friendly and nice to clients

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Rosa Mae Of Mississippi on Friday, Feb 23, 2018

Excellent Service

Mr. Abu is very accommodating and is always prompt to answer your queries. Thank you very much!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Bianca Rojales on Tuesday, Feb 20, 2018

Excellent service

Patrick responded to my inquiries in a timely manner. I am very satisfied with the service.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Bianca Rojales on Tuesday, Feb 20, 2018

Excellent service!

Patrick responded to my inquiries in a timely manner. I am very satisfied with the service.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Justin Lim on Friday, Feb 16, 2018

Service is fast!

They responded to my emails quickly. All of my questions was answered quickly and I am well satisfied. I will be processing my tax next year with Unifirst again and I will recommend it to others.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Kaitlin Villacorta on Monday, Feb 12, 2018

The best tax preparer

Unifirst is just the best tax preparer. They are so responsive to emails and inquiries and tax refund comes so timely! Thank you so much unifirst!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Pauline Abadier on Saturday, Feb 10, 2018

Excellent Service

This is the second time that I have filed my tax with them, and as usual the service was really great!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Bernadette Miranda on Wednesday, Feb 07, 2018

Unifirst

I have been a client of Unifirst since 2006 and have recommended this company to a number of colleagues. Unifirst is accurate and prompt in filing our taxes that's why we've been depending on them for 11 years now.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Sofia - J1 on Wednesday, Feb 07, 2018

Patrick Anderson is efficient!

This is my 2nd time with Unifirst! Thank you for the prompt service as always.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Gina on Tuesday, Feb 06, 2018

Ruby0462

Unifirst Financials and Tax Resources is an awesome company that handles tax preparation carefully and promptly. You get 100% satisfaction with the service that they offer and great discounts too! I really recommend this company to anyone who is looking for experts on preparation of income tax returns. I have been a loyal customer of this firm for almost a decade now.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Merlvin Brutas on Monday, Feb 05, 2018

Great Service

Patrick Anderson's service was outstanding. He was able to answer all my queries about my refund and prompt response to my emails.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Hercules High School on Friday, Feb 02, 2018

Very excellent

This is my second year transacting with Unifirst. I am very overwhelmed with the quick service. The service is very very very satisfying. My over all rating is 5. Unifirst deserves the best. Congratulations!! Job well done.

Submitted by Unifirst Financial And Tax Resources on Thursday, Feb 01, 2018

Satisfied

Hassle-free service Excellent job in attending people's needs

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Chris on Thursday, Feb 01, 2018

J1visa holder Tax Returns

As a non US citizen availing the services of this company is awesome! i availed their services the year before and has never failed to surprise me! i dont mind paying their service fee, it's fast and convenient.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Anna Jomela Distura on Thursday, Feb 01, 2018

Best Tax Preparer Services

Guaranteed quality of tax services and I always choose Unifirst to work on my Tax Return. Very fast and convenient. -Anna Jomela Distura (Arizona,U.S.A)

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Joan Gaddi on Thursday, Feb 01, 2018

Best Assistance Providing

They provided the best assistance for filing tax refund. It was my best experience.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Ralph Jalbuena on Wednesday, Jan 31, 2018

Trustworthy professionals

This is my second year to file with Unifirst. I am very impressed with how fast they respond to every single question I had to ask. Also, they are very knowledgeable in Treaty-based filing. If you are a foreign worker they will be your Best Friends. You know that you are in good hands when you file with Unifirst.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Edna Negru on Monday, Aug 14, 2017

2016 & 2015 tax returns

My Experience with Unifirst Financials &Tax Resources

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Rosa Vergara on Thursday, Aug 10, 2017

Mr.Perci Abu- Excellent Job

Mr. Abu is a very accommodating and professional. He answers my questions with ease. He is very dependable. I highly recommend Mr. Abu!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Retchell Marcial on Wednesday, Apr 19, 2017

Tax service

Mr. Perci Abu did an excellent job in handling my tax refund. He was prompt in answering emails and querries.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Allan Garcia on Friday, Apr 07, 2017

Fast, efficient, professional, and convenient

From W-2's to 1099's I have always trusted Mr. Percival Abu's expertise. He has a vast knowledge of his services, and if you don't understand a certain part of the process or analysis he would break it down to analogies to where you can understand it best. His communication and responsiveness to my inquiries have always been quick and in a timely manner, the reason why I have and will continue to use his services for years to come.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Lilian Espiritu on Sunday, Apr 02, 2017

Tax Prep.

Unifirst is a trusted tax preperer I have known for my 10 years here in the US. They do tax work and submit them on a very timely manner

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Wenden Elementary School on Friday, Mar 24, 2017

Tax Refund 2017

The response and processing where awesome! Got my refund in as short as 7 days.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Bernadette C Miranda on Sunday, Mar 19, 2017

Tax Filing with Unifirst Financials

Accurate, Fast and Professionally handled.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Mary Khimberly Cabalquinto on Friday, Mar 17, 2017

You can depend on Unifirst

Quick Easy Fast Reliable

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Glynnis Thomas on Wednesday, Mar 15, 2017

Tax processing

Many thanks, you are the best!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Ralph Jalbuena on Sunday, Mar 12, 2017

Quick and easy!

I have never imagined tax filing would be this quick and easy! As a first time client of Unifirst, I definitely felt comfortable and confident in letting my preparer Mr. Perci Abu handle my 2016 tax. He is very efficient and always there to answer my questions. I felt that he knows very well what to do and never showed doubts.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Baltimore County Club on Saturday, Mar 11, 2017

Efficient transaction

Thank you so much for helping me with my refund. More power!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Marisse Solon, Public School Teacher, New Mexico on Sunday, Feb 26, 2017

7 years of tax services and going.... by Unifirst

I appreciate your services.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Sofia Ortiz, Baltimore Country Club on Sunday, Feb 26, 2017

J1 Tax Refund

Very efficient! Responded quickly and very clear on instructions.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Uyen My Dao on Sunday, Feb 26, 2017

Tax Return with Perci Abu

Mr. Abu provided an extensive and valuable service to my tax return. In previous years he had provided with great knowledge about how tax returns are done correctly and properly. He had done a phenomenal job on informing his taxpayers about updates of any IRS guidelines and never cease to assist his taxpayers file properly on time. Beside tax return services, Mr. Abu was very persistent in informing his clients about the available retirement plans that could potentially benefit his clients in the long run. Overall, Mr. Abu had never failed to do what he does best to provide tax return services and educate the taxpayers in the most respected manners.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Gallup Mckinley County Schools on Thursday, Feb 16, 2017

Tax refund

Mr Abu has given me an excellent service. He knows what he's doing. I highly recommend him as tax preparer!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Christian on Monday, Feb 13, 2017

j1 tax returns

outstanding service! my agent knows what he was doing and did a very great job!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Jhing on Saturday, Feb 11, 2017

Teacher

Fast service and dependable.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Rosa Vergara on Friday, Feb 10, 2017

Excellent Job!

Mr. Abu is very accommodating and approachable. He gives you recommendations in clear and concise way. Also, working with him went real well. A highly recommended tax preparer.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Baltimore Country Club on Tuesday, Feb 07, 2017

Tax Refund

Mr. Abu was really good. He worked on our taxes real quick and efficient. He showed professionalism in every transaction and communication we had. I really feel glad that he was the one who worked on our taxes. Thank you so much!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by West Contra Costa Unified School District on Tuesday, Feb 07, 2017

Excellent Job

There is efficiency of service starting from communication, preparation is very quick.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Lorna R. Aligato on Tuesday, Feb 07, 2017

Tax Preparation

Packet was sent through email and responded right away. Even emailing at night time, it was entertained. Very accommodating and well organized.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Baltimore Country Club on Sunday, Feb 05, 2017

W2 filing

Very accomodating and more than i expected.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Joyce Vergara on Sunday, Feb 05, 2017

Highly Recommended Tax Preparer

Mr. Abu is very responsive to all our questions and needs. He works with excellent service.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Joyce Vergara on Sunday, Feb 05, 2017

Highly Recommended Tax Preparer

Mr. Abu is very responsive to all our questions and needs. He works with excellent service.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Mara Valencia on Sunday, Feb 05, 2017

Highly Suggested Tax Preparer

Mr. Abu knows no rest days. He accommodates even if it falls on a weekend. He is quick to respond with clarity and utmost courtesy. He is really the best person to handle tax concerns. 2 thumbs up! :)

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Leonor Aron Of Cheyenne County School District on Saturday, Feb 04, 2017

Tax concerns? UNIFIRST!

Very PROFESSIONAL ( efficient, knowledgeable, super fast - knows no time limit that you'll receive any update any time of the day), and very PERSONAL in approach ( modest and connects with the client on a personal note that the client will not feel alienated or hesitant in clarifying things )

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Michael Headlam, IT Instrucctor, Maryland on Friday, Nov 04, 2016

Proactive, Professional, Friendly, Fastidious for over 6 years

Mr. Abu has been our Accountant for over 6 years. We have found him to be dignified, meticulous, hardworking and very knowledgeable about all the current Federal and State tax laws which are pertinent to our needs. Mr. Abu is a very personable individual who is highly self-motivated, and efficient. He is very proactive and professional, while at the same time friendly and willing to quickly answer any tax related question. I have yet to come across an individual who meets deadlines as fastidiously as Mr. Abu does. I am honored to have an opportunity to recommend him through this medium. Sincerely, Michael Headlam

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Courtney Moore on Monday, Oct 24, 2016

Thank you Perci!

My husband and I are so happy that we found Perci. We really appreciate the time he takes to explain things and keep us well informed. He truly seems to take pride in his work and do his best for his clients.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Northstar on Saturday, Oct 01, 2016

BUSINESS OWNER

The best tax experience I have ever had. He is very kind and patient. Very knowledgeable. My tax preparer for life !

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Gallup-Mckinley County Public Schools on Saturday, Apr 16, 2016

Awesome Job!

I highly recommend Mr. Abu. Very approachable, friendly and works really fast. Next year, l will file my taxes with him again.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Eugenio Pasaylo on Wednesday, Feb 17, 2016

Tax Refund Processing Application

Sir Percival Abu was referred to me by a friend. Her experience with Mr. Abu was great which had motivated me to try his service. Based on experience, he responded my need with the excellent service. He is well verse as far as tax refund processing is concerned. He sent to me a very satisfactory computation of an amount I am going to receive as refund of the withheld taxes for the year 2015. As a client, I strongly recommend Mr. Abu to other professional who intend to file for their tax returns every year. He is truly knowledgeable!

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Leomeldo Geminiano on Thursday, Feb 11, 2016

Highly Recommended

1. Professional, Knowledgeable and Trustworthy. 2. Reviews, checks all datas and answer all our inquiries. 3. Always available either thru email or phone call.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Yazoo City Municipal School District on Wednesday, Feb 10, 2016

Get the best from UNIFIRST

Choose excellent people who do job with a heart..UNIFIRST FINANCE and TAX Resource...coz every single penny is hard earned....

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Gwen Pasay, Public School Teacher, Yazoo City, Missippi on Wednesday, Feb 10, 2016

5 Star Services

I recommend Mr Abu as Tax Professional.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Yvete on Saturday, Feb 06, 2016

thorough, trustworthy and fast

Perci has done my taxes for years. He's always thorough and understands my family's needs. He replies quickly to my inquiries. He always finds the best way to get the maximum refund.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Grace on Thursday, Feb 26, 2015

Excellent service

Mr. Abu has always been a dependable and reachable tax preparer for over 6 years. I would recommend him for his excellent service.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Maricris Azucena on Tuesday, Feb 17, 2015

Responsible Tax Filing

Professional, responsible and trusted tax preparers

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Dodie Tejares, Nations Capital Archives on Sunday, Feb 15, 2015

Integrity, Professionalism and Honesty

Unifirst Tax and Financial Services has been doing my tax return for the last 5 years. I highly recommend this company for their integrity, professionalism and honesty in dealing with their clients. They are ever ready to give advise based on their expertise on financial planning, retirement and educational planning for our children. - - - - Dodie Tejares, Nations Capital Archives Springfield VA

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Leah D.R on Thursday, Feb 12, 2015

Highly recommended!

Abu is the most efficient and reliable tax preparer! Unifirst Tax Resources is highly recommended for their outstanding service and efficiency.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Puhunan Consultants, Inc. on Thursday, Dec 04, 2014

excellent way of helping clients

Unifirst Resources has an excellent way of helping clients understand the tax process for small business owners. We were provided with the necessary guidelines on how to manage our tax records. We highly recommend Unifirst Resources especially to those home-business operators and start-up small businesses. - - - - - - Peter Adams New York, New York, USA Consumer & Business Consultant Puhunan Consultants, Inc.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Submitted by Pastor Andy on Tuesday, Dec 02, 2014

5 Star

Most reliable tax preparer. - - - Pastor Andy Palana, Upper Marlboro, MD 20774

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

Do You Know Unifirst Financial & Tax Consultants? Write A Recommendation Now »

Unifirst Financial & Tax Consultants Member Articles


What Is The Standard Deduction and How Much Does it Cost?

The standard deduction can help you deduct thousands of dollars from your taxable income. What is it, and how do you claim it?It is never too late to start thinking about how you plan...



Historic Buildings; Rehabilitation Tax Credit

The idea of the rehabilitation is to make available a tax credit from the federal government to help renovate and rehabilitate historic buildings that generate income. According to...


What Going Out of Business Means for Your Taxes

If you had employees, you will also need to file a final employer’s federal tax return and a final unemployment return.  These can be filed according to the regular due...


I.R.S. Addresses COVID-19 Testing and Treatment Coverage in HSA/HDHP Guidelines

In the guide addressing COVID-19 (the disease resulting from the 2019 novel coronavirus), the I.R.S. has removed some barriers to testing and treating COVID-19 according to the Health...


Confusion Over Alimony Deduction?

As of January 1, 2019, the new TCJA tax rules have impacted any U.S. spouse who has paid or received child support under a divorce or separation agreement entered into after December...


What is a Qualified Retirement Plan?

This is a retirement plan recognized by the IRS in which investment income is accumulated with deferred tax. Common examples include individual retirement accounts (IRAs), retirement...


Choice of Entity Post-Tax Reform: Corporation or Flow-Through Entity?

Choosing the right type of entity is a multifaceted analysis. It necessarily depends on a variety of factors, including business objectives, type of business, desire for liquidity...



Should you prepay your mortgage? Pros and Cons

Should you pay your mortgage in advance? For some homeowners, it is a wise financial decision, but for others, it makes no sense to increase your payments. To determine if prepayment...


Supporting Caregivers via the Earned Income Tax Credit

Across the nation, hundreds of thousands of people turn 65 every day. More than half of these percentages do need some form of assistance and long term care. As a result, the market...


Tax tips for vacation rentals on HomeAway, Airbnb, and VRBO

With the growing popularity of Airbnb rental companies and other companies, more and more people are renting out their homes and finding a new set of tax issues that come with it....


Income Tax Returns For Delivery Drivers: Tips And Tricks

As the on-demand economy grows, being a delivery driver can be a great way to earn money, full time, or as a part-time job. Whether you work for companies like Amazon, UPS, or a new...


Are your Fringe Benefits Taxable?

A fringe-benefit is non-monetary compensation for work. The business can offer fringe benefits to employees, independent contractors, partners, and even owners.Some fringe benefits...


Unlimited Tax Reform: Business Losses and NOL for Non-Corporate Taxpayers

The legislation, informally known as TCJA, limits the amount of net operating loss (NOL) used in any given year, allowing indefinite carry-forward. Considered as another revenue raiser...


Essential Things You Need to Know about IRS Innocent Spouse Relief

If you need ways to get full forgiveness on your tax debts, innocent spouse relief is one of the few options for you.The IRS does not let off back taxes easily. There are, however,...


Questions To Ask Your Tax Advisor

Between collecting all of your tax forms and trying to figure out all of these new tax laws and wondering if you've recorded your taxes correctly, it's no wonder most people...


Signs you could be a victim of Economic Impact Payments (EIPs)

The I.R.S. (Internal Revenue Service) wants you to know that retirees can be affected by Economic Impact Payment (EIPs) scams. Economic Impact Payment has been authorized by the Coronavirus...


What Happens If You Get Caught Lying on Your Taxes

Typically, more than $3000 is the average tax refund.  The moment you find out that your refund is lower than the said value or worst when you realize that you owe money - fudging...


Unemployment Insurance: Everything You Need To Know

Also known as unemployment benefits, unemployment insurance is a type of insurance provided by the state. It provides pay-outs to those who lost their job and meet certain eligibility...


How to Handle an Incorrect 1099 from the IRS

Should there be an error on your 1099 form, it is a bad idea to ignore it. You will save yourself a lot of stress by taking control of the issue. All your income, whatever the...


Five Ways in Which You Need a Trust, Even if You Have Will

Both Wills and Trusts are used as an estate-planning document to transfer assets to the beneficiary when they die. Many people with a will do wonder if they need a trust.Here are five...


The Important Changes for Retirees from Coronavirus and Enforcement Orders

The economic impact of coronavirus can particularly affect retired people on fixed incomes. Retirement accounts have lost value, and savings accounts are likely to earn even less interest...


How to Apply for an EIDL (Economic Injury Disaster Loan) and an Advance Loan

The Small Business Administration (SBA) Program for the EIDL (Economic Injury Disaster Loan) can provide up to $ 2 million in financial support to small businesses and private non-profit...


Amending Last Year’s Taxes: What you need to know

Did you make an error on a tax return you already filed in the previous year? Or, did you come across new information include tax deductions or credits you didn’t know you qualify...


How to Deduct Other People's Medical Expenses

Medical costs can slightly reduce one's budget, especially in the event of an unforeseen emergency not fully covered by insurance. The Internal Revenue Service grants taxpayers...


How Does Taxes on Legal settlements Works?

Most of the time, several plaintiffs who win or settle a lawsuit are dazzled to know that they owe some taxes. Few of them will only know about the owed tax not until the subsequent...


How To Interpret Social Security Benefit Statement

The Social Security Administration will send annual benefit claims to American workers for the first time in three years. This is good news, as the statements provide a useful projection...


Getting a Tax Credit for Other Dependents

Tax credits for other dependent is a way in which extended families and other nonrelatives can get tax credits. My dad is well-to-do but still depends on me at times. Last week, for...


Things to Know About Accumulated Earnings

What are Accumulated Earnings?Since the inception of the company, the sum of a company’s profit, after dividend payments is called accumulated earnings. It is also known as earned...


What Happens When You Miss the 60-Day Deadline for your IRA Rollover?

Missed DeadlineYou will be liable for taxes and penalties if you fail to accomplish the deadline for rolling over an IRA distribution to another IRA or other qualified retirement plan....


What You Need To Know About Standard Deduction Increasing In 2020

For the vast majority of taxpayers, there is some good news coming in 2020. There will be an increase in the standard deduction. The increase is minimal though and you will not likely...


4 Tax Strategies for Crypto Holders

Do you want to save thousands of dollars when filing for your 2019 taxes this year? A great time to look into saving strategies is the end of December and we’ll explain it the...


What You Need to Know About New Retirement Tax Laws

A budget of sorts was produced by the Congress when the year 2019 ended. This country’s ever-distracted and dissipated representative bodies actually have this as a rare accomplishment....


What Happens When You Have Income Tax Loss

What is Tax Loss Carry forward?Tax-loss carry forward is defined as a rule that permits a taxpayer to carry over his/her tax loss incurred in the previous year and use this as a deduction...


Important 2020 Tax Numbers for Employees

You have to remember the basic tax planning for 2020 even if we are all super busy in January. Key numbers in many tax-law provisions are adjusted for inflation at the start of each...


Five Rules to Help Maximize 529 Plans to Repay College Funds

If you need a good plan to save money on your kid's education, a 529 plan is a good option. Since the tuition fee seems to be rising every year, it is essential to make alternative...


The Real Cost of Payday Loans With Payment

Payday loans have become the face of bad loans in the United States for a reason: the average interest rate with an average payday advance is 391% that is if you pay back in two weeks!If...


IRS Sees No 'Clawback' For Massive Wealth Transfers

The Internal Revenue Service (IRS) has proposed a potential benefit for the wealthy taxpayer, stating that people who give many gifts to their heirs as part of a generous but temporary...


End Of Year Tax Advice For Small Business Owners

The end of the year means a lot for small businesses. It is the time to start contemplating what you want to accomplish next year and work on your formal goal-setting process. You...


Tax Benefits for Real Estate Professionals - Explanation of IRS Rules

According to the Wall Street Journal, almost two-thirds of American households own homes, many other rental properties, or vacation homes. In contrast, a Gallup poll found that only...


Tax-Free Strategies Utilizing Universal Life Insurance

Would you grab the opportunity of getting the flexibility of adjustable life insurance premiums and face value and an opportunity to increase cash value? What if without the inherent...


What To Do If You don’t Need Your Required Minimum Distributions (RMDs) For Now

A common line says, "Seventy may be the new 40" but, the Internal Revenue System or the (IRS) have so many things to say about it especially for the older Baby Boomers who...


Closer Look At The New Sales Tax Rules

With a complicated problem, such as sales tax, there are not many general rules. However, over the years, I have discovered that there are at least seven truths about this unique excise...


Doing Part-Time Work? Pay Attention To Your Withholdings

Doing part-time work to get busy and making money is not as intense as getting a full-time job. However, the tax planning that applies to short-term and part-time jobs may be more...


Introducing the Federal Form 1040-SR for seniors

Finally, the Bipartisan Budget Act of 2018 took a firm step on cutting seniors a bit of a break at tax time by simplifying tax filing for individuals aged 65 and older. They now have...


Top 7 Disadvantages Of Taking Out A Mortgage

For many people in the U.S, owning a home is a goal. However, not very many can afford to pay in cash and therefore they end up taking out a mortgage. It’s either that or stay...


New Email Tax Scam: What can you do to avoid it?

For most taxpayers, tax season may have come to an end but for scammer, this isn’t the case. Recently, the Internal Revenue Services (IRS) warned taxpayers and tax professionals...


This is how you establish a new domicile

Several Northerners migrate to Southern states in the winter and are homeward bound in the summer. Many such migrants fear that spending even a day over six months in another state...


Separating? Make Sure You Know Everything about Your Tax Filing Status

Before married partners decide to divorce, they must think and plan ahead if they want to navigate successfully a federal tax path that such parting of the company will entail. They...


Cashing Out Your Home Tax-Free

The rules for selling a home may have been understood by the majority of people better than the few parts of the tax code. At least, that’s what it seems to be. Compared to most...


How Delayed Retirement Credits Increases Your Social Security Benefits

If you want to increase your Social Security retirement income by 25% or more, there is a simple way to make that happen. You can wait to apply for benefits and your delayed retirement...


Effective Ways To Teach Teenagers About Financial Independence

As a parent, teaching your kids about the importance of managing their personal finances at an early age must be considered. Of course, teaching them good manners, positive values,...


What You Need To Know About Military Spouse Residency Rules

A rule rumored to help military spouses have been talked about for a while now. What does the military spouses residency relief act mean and what can it do for you? We will break down...


Claiming A Newborn On Your Taxes: Here’s what you need to know

As long as your child was born at any time during the tax year, regardless if it’s 11:59 p.m on the last day of the year, you can claim her as a dependent when you file your...


Secure Act Explained

From the beginning, 2019 seemed to be the year of retirement for Congress. Last year ended with a series of developing retirement bills that were submitted to DC, committees, panels,...


IRS Releases W-4 2020 Draft

Due to taxpayers and tax professionals' pushback over the past, the Internal Revenue Service (IRS) has committed to revising the W-4 form, Employee’s Withholding Allowance...


Limits Of The Health Savings Account For 2020

For many, health savings accounts (HSAs) are a way to pay taxable medical bills. You can deduct your benefactions to an HSA (even if you do not specify it), your employer's contributions...


Tips before Investing In Annuities

Many things require a guaranteed source of income for life. It offers protection against the lack of money and a more exceptional ability to overcome the rises and falls of the stock...


Tax Credits Available for those Affected by Natural Disasters

By and large, over 867,000 Americans experienced hardship from cataclysmic events every year somewhere in the range of 1980 and 2010, as indicated by the disaster data website PreventionWeb....


Tax Breaks for the Disabled

In case you're disabled, you are qualified for a variety of tax credits and deductions. These may not just dispose of your tax risk; they may likewise result in the IRS sending...


5 Things to Factor in Before You Make Investing Decisions

Given ongoing market situations, you might ponder whether you should make changes to your venture portfolio. The Security and Exchange Commission's Office of Investor Education...


Instructions to Get Tax Help For Seniors

Taxes are mistaking for everybody. Property tax, the government managed savings, tax returns, tax credit, property tax exclusion… the very idea of the tax itself puts pressure...


Here Are the Reasons Why You Should Extend Filing Taxes

If you need extra time for tax filing preparation, the Internal Revenue Service will allow a for a six-month file extension. As long as you complete the proper form on time, the IRS...


FORM 8606: IRA Basis Tracking

What is Form 8606: Nondeductible IRAs?Form 8606: Nondeductible Individual Retirement Accounts (IRAs) is a tax form shared by the Internal Revenue Services (IRS) and are made of by...


What Is the Saver’s Credit?

Setting out some amount for retirement may look like a severe task when you are trying to meet up other competing issues such as paying off debt or gathering up saving for short term...


Best Way To Handle an IRS Audit

IRS audits, initially: IRS audits are uncommon. The IRS does the more significant part of them via mail. A full, timely response is vital. One-on-one IRS audits are the rarest...


Filing W2 Forms When You Have Stock Compensation

The Amount Stated in Box 14 for RSUs Is Already Included in Box 1 Wages. For instance, if we have $234,567 indicated in Box 1 as wages and $12,345 revealed in Box 14 named as...


Everything You Need To Know About Escrow Taxes and Insurance

Homebuyers, especially first-time homebuyers, may not fathom the issue of escrow and how it relates explicitly to a home purchase. Nonetheless, it is imperative to understand...


Understanding Nominee Dividends

Cash dividends that are paid to someone on behalf of the holder of record are called Nominee dividends. In order to report the nominee income on their own return, the recipient of...


The Difference Between 457(b) Plan And 401(k) Plans

If you’re an employee of the state or the local government or work for certain non-profits such as Church, you’re probably considering a 457(b) plan as your main retirement...


The Guidelines On Claiming Medical Expenses on Taxes

If you’re one of the many people who does have insurance but does not fully cover medical expenses such as unexpected emergencies, then you’re probably now finding ways...


Top 5 Reasons Why You Should Pay Your Taxes Early

If you don’t want to miss receiving your income tax refund, you definitely want to avoid delay in filing your taxes. There are over 70% taxpayers today who receives an average...


High Dividend-Paying Whole Life Insurance

A lot of life insurance policies exist, and some insurance policies such as term insurance policies are actually very cheap, but dividend paying whole life insurance offers some very...


Everything You Need to Know About Universal Life Insurance

Indexed universal life insuranceThe term indexed universal life insurance refers to a form of permanent life insurance. Indexed Universal life insurance remains effective throughout...


Defined Benefit Plan: Why It’s A Great Source of Economic Security for Retirees

For many employees, the rapid phasing out of defined benefit plans in the corporate world is bad news. Since most seniors need an income source outside of Social Security to pay their...


Why Should You Get a Premium Finance Insurance

What is Premium Finance Insurance?When you borrow money from a third party to pay the policy premiums, you have what is called a premium financing for life insurance. The premium finance...


Breaking Down Cash Balance Pension Plans

A lot of working individuals do not entirely understand what happens when a company they work for converts to a cash balance plan while other recently hired professionals often feel...


Mistakes made during the tax season - How should you avoid them?

Now that the year has come to an end, it is best to watch out for any kind of mistakes made during tax season and how to best avoid them. It is very important that you are clear of...


Tips For Getting The Most Financial Aid - Get Help Easily

There is a high chance that you will be in need for a big amount of money sooner or later anytime specially if you want to educate your children. Although smart people do make sure...


How an Individual Taxpayer Is Selected and How long can the IRS audit last?

Before we go in to the discussion regarding how long can the IRS audit last, let us first look in to the concept or IRS audit and why it is necessary? So, an IRS audit or the appraisal...


Importance of Hiring An Accountant for Small Business

According to the U.S. Small Business Administration, over 85% of small business managers are reading the financial dashboard or financial statements. If they are not well equipped...


Is Credit Card Interest Tax Deductible?

Now that the time to pay the taxes is just around the corner, all those who have a lot of liabilities are under pressure in order to reduce the burden of their liabilities. For people...


Want to Know More About Infinite Banking Concepts?

Until the year of 2000, infinite banking concepts were not clear to people. No one knew much about this banking concept until it started growing widely through the book of Nelson Nash...


Learn About Real Estate Investing With Section 199A

When it comes to investments, people can get confused or may not find the right way to proceed with it. Real estate investing with section 199A is easier for the people who are new...


Santa Claus Taxes - Whats The Deal on Santa’s Taxes?

It is true that Santa Claus does exist, and it is compulsory for him to pay taxes as well just like other normal people. The representatives of Santa Claus are paid to do their thing...


Consequences to face for Past Due Tax Returns

When it is about filing taxes, many people may find it difficult on their end. Owning a business may cost you a lot when it is a matter of past due tax returns. It is always better...


A Comprehensive Guide On Tax Filing Tips For College Students

For a college going student, the whole concept and procedure of filing taxes is not without its challenges and trails. Some of these challenges include determining when and how to...


Tax Planning for the year 2019 - How Do You Plan For Your Taxes?

When the time comes to pay taxes, many people get worried and think about solving their problems and tax situations. Some people hire financial advisors while some do not. Tax strategy...


What is a Fair Tax Code and its anticipated outcomes?

The bicameral law making body of the federal government of United States have issued a bill that caters towards altering the taxation laws to replace the bureau of the national treasury...


How To Grow A Portfolio With Green Bonds

Saving money can be a big aspect you have to follow every day and most of the people cannot stay consistent on it. They tend to lose the track and then regret that they could have...


Information About IRS Extends Deadlines For Hurricane Victims

Each time while there may be a danger, there can be the information about IRS extends deadlines for hurricane victims. Make sure that you stay in touch with the tax preparer or the...


What To Know About Delaying Social Security

There are so many benefits of the Social Security and one of them is aging. In case you are trending towards the retirement then you might be well aware of admonishment in order to...


The Impacts Of US and China Trade War

The rising US and China tensions will negatively impact the financial sectors of China. Although Beijing tries to console itself in the face of the US and China Trade war, many other...


What Can You Expect from the IRS Guidance on the Workarounds of SALT Deduction Cap?

The IRS can issue the formal guidance on the legality of the workarounds of a SALT deduction cap. On the other hand, the tax community is just on pins & needles. What’s...


Penalty Relief Due to Reasonable Cause: What is it and do you qualify?

Penalty abatement or penalty relief requests are taken by the IRS on a case to case basis. If this is not your first time applying for penalty abatement, the IRS will generally ask...


A Guide on Handling IRS CP2000 - Notice of Underreported Income 


Here are the basic facts about CP2000 notices:If your tax return and the income information that the IRS has about you don’t match, you will receive a CP2000 notice.Although...


Ideas to Max out 401(k) Plans and Another way to Save

If you have maxed out 401(k) plans and another way to save, you are already using the best tools to save money. While using these methods, you can get the advantage of some other tax-savvy...


Learning to Pay off Royalties

There are many types of royalties which people have to make but here we will be discussing about the property taxes royalties. It is important for you to understand that paying off...


How Long Does the IRS Have to Audit Your Tax Return

Mostly people wonder that how long does the IRS have to audit your tax return but no one has the exact answer. It can surely depend upon your own case that how long does the IRS have...


Significant Changes to the ITIN Program

The IRS made some revisions to the Individual Taxpayer Identification Number (ITIN) program made under a new law and has recently announced to help taxpayers comply with the changes....


How a credit freeze works and its benefits

Having a credit freeze helps you in many ways. You can protect yourself by knowing how a credit freeze works and implement it. A credit freeze is when you stop the lender from accessing...


Get to know the Rights of Family Tax bill

When it is about the family tax bill, everyone gets worried because it does not only involve them but their dependents as well. The plan of taxation is for the job acts which is promising...


Per Diem Rates in the U.S

What is Per Diem?Per diem is of Latin origin which means “by day” is a daily allowance for just two specially designed travel expenses. The basic constituents of the U.S...


Everything You Need To Know About Qualified Tuition Programs (QTPs)

Many ways of saving for a college exist and one thing is certain: it is just the right time to start it. One of the newly devised plan to help you save is the qualified tuition program...


Small business tax deductions During Tax Season

Having a small business is huge responsibility along with measuring the small business tax deductions. Every business aims to have the money saved and they want to keep the savings. They...


Everything you need to know 1099 Rules

The 1099 rules apply to the employees who do not fall under the rules of normal employment. The perfect example of the employee for 1099 rules are the contractors which are independent....


Benefits for Keeping Receipts for Tax Time

At the time of tax, people often wander around their house and office to search deduction receipts of previous months. It is not a simple mistake because it may cost you $1000. If...


Things To Know About Tax Deductions Going Away In 2018

Tax deductions going away in 2018 have to consist of important techniques to divide, defer and deduct. The idea of tax making plans may additionally have different meanings and stress...


Understanding the Concept of State Taxes and American Expats

Payroll taxes are imposed on employees or employers. Those taxes are calculated as a specific percent of salaries that corporations pay their body of workers. The payroll taxes are...


What is Educator Expense Deduction And Who Is Eligible?

If you’re an instructor and also you’ve paid for study room resources or different materials out of your personal pocket—and plenty of do—the Internal Revenue...


How to teach kids about money?

It is necessary to guide your children regarding the basic necessities of life along with telling them how to deal with the monetary concerns. Money is an important aspect of life...


Making the Right Choice for Child Tax Credit 

The closing dates for filing child tax credit is near and still you are nevertheless no longer prepared for it? It may be a completely stressful situation for you but if you work on...


Fixed Indexed Annuities and how they work?

Fixed indexed annuities (FIAs) are one of the hottest investments around. These are basically a tax-favoured accumulation product, issued by an insurance company. According to Allianz...


Tips for Debt Management by building tax-free savings account

Anyone can be in debt from smallest to largest and it can be hard for the person to manage it. But for the long-term advantage, you have the option for debt management by building...


Save Through The College Funding Plan For Your Children

Saving for the child’s college may be the primary reason for many parents and for some, they do not wish to participate but leave it on the child to be independent and find their...


Things You Need to Know About Single Premium Life Insurance

If you do not wish to get the payments partially then getting the single premium life insurance is the best option for you. It can be overwhelming for some people to buy the insurance...


Unifirst Financial & Tax Consultants Classifieds


Licensed Life/Annuity Agents Needed

Interested in a life-changing and financially rewarding opportunity?  Serious and committed agents only with a desire to leave a legacy for future generations....

Posted by Unifirst Financial & Tax Consultants on 09/01/2017

315 W Water St, Dover, DE 19901, USA
View Details

Unifirst Financial & Tax Consultants Coupons


Unifirst Financial & Tax Consultants Events


Unifirst Financial & Tax Consultants Job Listings


Unifirst Financial & Tax Consultants Photo Albums


My New Retirement Plan

No longer reserved for the ultra-wealthy, this strategy can be used to  supercharge your retirement! Check us here: >>> https://patrick-anderson.mynewretirement.com/videos/risk...


Taxes and You !

Tax Traps and Your Finances...


Why is Life Insurance so valuable ?

A High Cash-Value, Dividend-Paying Participating Whole Life Insurance provides living benefits, guaranteed growth of cash value and protection for beneficiaries. ...


Are You Ready To Retire ?

Are you certain about your retirement?  The Average American is paying about $0.54 of every dollar they earn on interest expenses and taxes....


Unifirst Financial & Tax Consultants Videos



Fixed Indexed Annuity

Fixed indexed annuities provide the guarantees of fixed annuities, combined with the opportunity to earn interest based on changes in an external market index, without being affected...






3 Businesses Saved By Cash Value

Business owners and managers alike, understand the importance of having liquid capital to support growth....


Planning for College -

College Planning is not only saving for college but saving for the costs of college....









Client Document Submit

Do you want to upload more than one file at a time? If so click here