Unifirst Financial & Tax Consultants

Unifirst Financial & Tax Consultants

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

We focus in helping High Income Earners & Profitable Business Owners reduce taxes by about 50% almost all of the time. We deliver a comprehensive financial & tax solutions to build income for life & provide wealth transfer to their beneficiaries.

π™’π™ƒπ˜Όπ™ 𝙒𝙀'𝙍𝙀 π˜Ώπ™Šπ™„π™‰π™‚:
We deliver a comprehensive financial & tax solutions for Business Owners & Professionals to significantly reduce taxes, build income for life & provide wealth transfer to their beneficiaries.

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

π™ƒπ™Šπ™’ π™Šπ™π™ π™‹π™π™Šπ˜Ύπ™€π™Žπ™Ž π™’π™Šπ™π™†π™Ž:
In less time, we unveil vital tax strategies & financial plans that are under-utilized. We operate like an extension of your staff and deliver a level of personalized service unmatched in the industry. We work with our client’s CPA’s and other financial and legal experts to provide a customized hybrid wealth building blueprint that significantly reduces taxes & builds substantial savings to supplement future income and retirement.

π™’π™ƒπ˜Όπ™ π™ˆπ˜Όπ™†π™€π™Ž π™π™Ž π˜Ώπ™„π™π™π™€π™π™€π™‰π™:
With many years of rich financial, legal & tax heritage, our expertise in designing and managing customized plans has resulted in millions of savings for clients. Our own unique defined benefit plan, DOL-compliant and approved by the IRS, has helped business owners write off several hundreds of thousands of dollars year after year.

π™’π™ƒπ˜Όπ™'π™Ž 𝙄𝙉 𝙄𝙏 π™π™Šπ™ π™”π™Šπ™:
Our clients experience and enjoy:
β€’ A unique and customized tax plan
β€’ A customized system and holistic process
β€’ Increased savings for retirement income
β€’ Significant tax and cost savings and timely review process

π™’π™ƒπ˜Όπ™ 𝙒𝙀 π™ƒπ˜Όπ™‘π™€ π˜Ώπ™Šπ™‰π™€:
We have built our reputation on advising our clients on innovative ways to protect, build, and transfer wealth while adhering to the highest standards of ethics and integrity. Over 1,000 clients in the last 17 years has saved hundreds of millions in benefits.

π™’π™ƒπ˜Όπ™'π™Ž 𝙉𝙀𝙓𝙏 :
Let us help you connect your resources to what matters most to you. ContactΒ me at 703-500-5155 and/orΒ π™₯π™–π™©π™§π™žπ™˜π™ @π™ͺπ™£π™žπ™›π™žπ™§π™¨π™©π™›π™žπ™£π™–π™£π™˜π™žπ™–π™‘.π™˜π™€π™’.

Pearl Harbor - Meet & Greet Vets Day! - Nov 23, 2021

Gather to hear stories from our American heroes on Dec 7 at 130pm.

Gift, Just 4 Kids - Dec 03, 2021

This holiday season, give the gift of insurability for your children. Check it here >>> https://a2e7463f.pages.infusionsoft.net/

Is Pearl Harbor Day a Holiday ? - Dec 06, 2021

Hear from the stories of our American Heroes Enjoy complimentary refreshments Free Photo Opportunities Bring your business cards or your information for the drawing of raffle prizes: (1) One – $100 Gift Card (2) One – $50 Gift Card (3) One – $25 Gift Card (4) One – $250 Voucher * * Free Financial Need & Tax Plan Analysis

Warning from the IRS ! - Jan 12, 2022

IRS says, tax season 2021 officially opens on Jan. 24. Need help, let us know. We deliver a comprehensive financial & tax solutions for Business Owners & Professionals to significantly reduce taxes, build income for life & provide wealth transfer to their beneficiaries.

Homeowner Alert! Review Your Tax Forms! - Mar 24, 2022

New tax rules are creating confusion.

Taxes: The Cost Of Paying Later - May 06, 2022

Because tax-deferred accounts require participants to ultimately pay income tax on contributions and accumulation, the overall taxes projected to be paid is an important consideration. Below is an example of a tax-deferred account, like an IRA. This example shows the taxes deferred at the time of contribution, and the taxes owed at the time of withdrawal.

Why are younger investors looking to annuities to help in their retirement? - Jun 02, 2022

What would you do if you knew you had a source of guaranteed income during retirement? One that could last for the rest of your life? Need help? Contact us.

Shop, Compare at your Convenience. - Jun 04, 2022

So you can be there for them. https://client.ilife.tech/welcome?Ref=QAG3PVFP


Have you asked the question: Is it likely your taxes will be significantly lower in retirement than they are today? Obviously, we don’t know where tax rates will be in the future. But we can look at ways taxes could change for you in the future.

Is your Retirement Tax Too Big ? - Jun 21, 2022

Rising taxes in retirement is a risk some savers haven't considered. Is your retirement approach prepared? Discover your potential retirement tax bill - and options for potentially reducing it. Contact us today: unifirstfinancialandtax.com

Legislative Risk heavily impacting your Retirement - Jul 05, 2022

Today is considered a period of heightened legislative risk for qualified accounts – like IRAs and 401(k)s – as well as Roth accounts. This is mainly due to our government’s growing need for new tax revenue to offset increased spending as well as Congress’s indication that much of this new tax revenue will be generated from new and evolving taxes on retirement accounts.

Is Your Retirement Tax Bill Too Big ? - Aug 01, 2022

Have you checked out the benefits of tax-free retirement assets? Uncover your Retirement Tax Bill with a complimentary analysis and discover ways to potentially reduce that bill through a tax-free approach.

How much will you LOSE in Taxes & Fees ? - Aug 10, 2022

The world is full of advice on how to save yet no one really looks at the best part of saving…being able to spend it! While there certainly are folks who will tell you how to spend your money once you get there, no one is focusing on what to do today to set yourself up to spend and spend efficiently while reducing the risk of running out of money.

What is your sense of your American Dream ? - Aug 16, 2022

America’s $7 Trillion Retirement Crisis Is Only Getting Worse Americans have been warned for years of an impending retirement crisis. Yet the situation is getting worse. Even when everything was going right β€” inflation was nonexistent, interest rates were low and stocks were in an extended bull market β€” there was a multi-trillion dollar savings shortfall. Contact us today to assess your r

How much will you lose in Taxes & Fees ? - Oct 01, 2022

How much will you LOSE in Taxes & Fees from your Retirement Plan over your lifetime? Contact us today: https://unifirstfinancialandtax.com/contact-us

Is Social Security Taxable After Age 70? - Oct 06, 2022

Though there are some rumors on the internet that the government stops taxing Social Security payments once you reach a certain age, such as 70, this is simply not true. Social Security payments are taxable from the moment you start receiving them until you die. https://www.msn.com/en-us/money/retirement/is-social-security-taxable-after-70/ar-AAWbl5W?ocid=msedgdhp&pc=W051&cvid=1d15d67b6e3440a3a


Honoring all Service Deputies for keeping us safe in our communities.

Tax Planning Begins When Tax Filing Ends - Oct 20, 2022

At the conclusion of tax season 2021, glad to sponsor & help FireWorks @ Cascades Team for their tax/financial plan 2022-2023.

The Blind Cook - Oct 22, 2022

So humbled to dine with 'The Blind Cook', Christine Ha. She was 'The Master Chef' winner and New York best selling author. She inspires everyone with disabilities to pursue their dreams despite limitations.

7 Big Retirement Risks to Avoid - Oct 26, 2022

Preparing for retirement has changed dramatically throughout the last several decades. Not only are people living longer due to improved health care, but costs have dramatically increased all around. (Kiplinger article, 10/25/2022)

Seeing is believing ? - Oct 27, 2022

Amazedly privileged to meet 2 Blind & Gifted Celebrities, Scott McIntyre & Tommy Edison who are successfully seeing by believing. "Blessed are those who have not seen and yet have believed.”

Today is the 159th Anniversary of The Gettysburg Address - Nov 19, 2022

β€œFour score and seven years ago our fathers brought forth on this continent, a new nation, conceived in Liberty, and dedicated to the proposition that all men are created equal." - 16th US President, Abraham Lincoln

Make a difference in a Veteran’s life - Nov 30, 2022

Meet ordinary people who does extraordinary tasks in the service of our country and our lives are changed. >>> https://lnkd.in/eyEyNNzH

Where will you be on Dec 7? - Dec 05, 2022

Amazing American Heroism from Pearl Harbor Day is strongly being carried up to today by our present-day Heroes. Let's hear their stories on Dec 7 at Worldgate Atrium, 205 Van Buren St, Herndon VA 20170.


Oysters Sand Arbor (OSA) awards a $50.00 check to Mr. & Mrs. Mel & Anne Marie Ochoco of Herndon VA. Oysters Sand Arbor is a non-profit, volunteer-service club that believes in the value of giving back and helping others in their community. This innovative Samaritan program is provided and funded by Gleaner Life Insurance Society.

Interviewed on the Influential Entrepreneurs Podcast - Dec 29, 2022

As someone plans for retirement, it’s essential to consider the tax implications of all their investment and withdrawal strategies. A qualified financial advisor can help understand the tax implications of various retirement options and develop a comprehensive strategy that helps minimize taxes in retirement while helping people reach their goals. Additionally, strategic decisions on when to take

What will you do after Tax Day 2023 ? - Apr 16, 2023

What will you do after Tax Day 2023. Someone said, she will do tax and financial projection. Found out that she can retire earlier than 65 and comfortably live for less than a day. 🀣 Contact us to retire happier and longer. Patrick Anderson President & Managing Director Unifirst Financial & Tax Consultants 205 Van Buren St, Ste 120, Herndon VA 20170 W unifirstfinancialandtax.com P (57

"Buy, Borrow, Die": This is How the Rich Avoid Taxes - May 26, 2023

You may have noticed the influx of great articles regarding the "Buy, Borrow, Die" strategy that advocates for its ability to reduce taxes and maximize wealth. Unfortunately, these articles also position this strategy as something exclusively available to the rich.β€―Further, some even go as far as explicitly associating this strategy with the ultra-wealthy, such as Elon Musk, that use Buy, Borrow,

The Tax Advantage of Life Insurance - Jun 24, 2023

America's #1 Tax Advisor, Ed Slott, CPA says...Life insurance is the most flexible and tax-efficient asset to leave to a trust. And best of all, you don’t have any income tax on life insurance, and it can be excluded from the estate.

Pearl Harbor - Meet & Greet Vets Day Cost - $0

Venue - The Atrium at Worldgate Lobby, The Atrium Lobby, 205 Van Buren St Herndon VA 20170

Timing - December 07, 2021 @ 01:30 PM to December 07, 2021 @ 02:30 PM


What would you do if you knew you had a source of guaranteed income during retirement? One that could last for the rest of your life? Need help? Contact us.

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