Biographical Info Unifirst Financial & Tax Consultants is a specialized tax mitigation and retirement solutions firm. We deliver a comprehensive financial and tax solutions for wealthy families and high net-worth business owners to significantly reduce taxes and build income for life and beyond. With many years of rich financial, legal and tax heritage, our expertise in designing and managing customized plans has resulted in millions of savings for clients. Our own unique defined benefit plan, DOL-compliant and approved by the IRS, has helped business owners write off several hundreds of thousands of dollars year after year. We are 100% confident in our process — no fees are paid until savings are identified. We operate like an extension of your staff and deliver a level of personalized service unmatched in the industry. We work with our client’s CPA’s and other financial and legal experts to provide a customized hybrid wealth building blueprint that significantly reduces taxes and builds substantial savings to supplement future income and retirement. We have built our reputation on advising our clients on innovative ways to protect, build, and transfer wealth while adhering to the highest standards of ethics and integrity. Over 1,000 clients in the last 17 years have saved hundreds of millions in benefits. We continue to strive to make a significant impact on people’s lives by helping them achieve a more secure financial future.
Level Starter
Start Date April 18, 2024
Address
205 Van Buren St, Ste 120
Herndon, VA 20170
US
Phone Number (202) 258-2605
Favorite Scripture Verse So wisdom and knowledge will be given to you. I will also give you wealth, riches and honor”
Scripture Reference 2 Chronicles 1:12
Profession Accountant, Financial Advisor, Financial Planner, Insurance
Professional Focus Charitable Giving, Debt Management, Financial Planning, Insurance Planning, Legacy Planning, Retirement Planning, Social Security Planning
Firm Unifirst Financial & Tax Consultants
About Redwood Tax Specialists is a national company that helps business owners and affluent families develop custom tax reduction plans. Our plans are holistic and take a client’s entire financial situation into account for the sole purpose of substantially reducing taxes. “There’s an essential difference between tax preparation or bookkeeping and tax planning. Tax return prep and/or bookkeeping focuses on documenting past data. Tax planning, on the other hand, creates strategies to reduce taxes for years to come.” In other words, working with us doesn’t mean you stop using your current CPA or accountant. Instead, we work together to strategically reduce future taxes. Think of the current CPA as the engineer, and Redwood Tax Specialists as the architect. We do the design work, and with our guidance, they’re the ones executing and documenting every year. The tax code is remarkably complicated, and even an outstanding CPA can’t be an expert in the entire thing. We rely on a robust team of proven experts (with a variety of specializations) to make every legal deduction possible. We cut our clients’ tax burdens in half almost 100% of the time. Please get in touch with me if you know of any business owners we could help, or pass them my contact information: patrick@unifirstfinancial.com * 571-500-5155 I’m looking forward to saving hard-working business owners thousands of dollars in taxes every year.