Helping Individuals, Families, and Frontline Workers Maximize Their Tax Savings
Personalized, transparent, and stress-free tax filing and focused tax strategies for the Heroes, Families, and Professionals Who Keep Our Communities Strong.
Simplify Your Tax Filing with Trusted Professionals
At Unifirst Financial & Tax Consultants, we believe every individual deserves a tailored approach to tax preparation — not a one-size-fits-all template. We help you maximize your refund, minimize your liabilities, and stay compliant with all federal and state tax requirements — no matter where life takes you.
✔ Personalized Filing Solutions
✔ Full IRS and State Compliance
✔ Year-Round Support Beyond Tax Season
Your taxes aren’t just a task — they’re an opportunity to plan smarter.
Our Flat-Rate Individual Tax Services Include
✔ Federal and Multi-State Tax Preparation
✔ Identification and Application of All Eligible Deductions
✔ Secure Electronic Filing (E-File)
✔ Audit Defense ($65 value -Free)
✔ Support for Dependents, Spouses, and Prior-Year Filings
✔ Integrated Individual Financial and Tax Planning
Specialized Tax Services For:
✔ J1 Visa Holders: Navigate U.S. tax filing requirements with confidence (Form 1040, tax treaties, FICA exemptions).
✔ FDNY, NYPD, EMS Personnel: Expertise in pension reporting, overtime, union dues, and job-related deductions
✔ Nurses, Doctors & Healthcare: Maximize deductions for scrubs, licensing, CME courses, and professional expenses.
✔ Affluent Families: Sophisticated tax strategies for income management, trust planning, and wealth transfer.
Whether you’re saving lives, securing your future, or building generational wealth we're your trusted tax strategy partner.
Tax Preparation Price Listing
Students
starting @ $135
Single Filer
starting @ $185
Married/Joint Filer
starting @ $225
J1 Visa Holder Exchange Program
starting @ $200
Self-Employed / Business Owner
Self-Employed or 1099 Income?
We offer specialized tax prep, bookkeeping, and advisory services for entrepreneurs, freelancers, and small business owners.
Other Tax Services Listing
Individual Tax Identification (ITIN)
per applicant $250
Employer Identification (EIN)
per applicant $100
Entity Structure, S-Corp Election
per applicant $250
Why Choose Unifirst Financial & Tax Consultants
Security, Expertise, and Year-Round Partnership
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Fully encrypted client portal for secure uploads and communication
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Personalized attention from licensed professionals — not just software
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Expertise with J1 & H1 Visa requirements.
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Integrated tax, retirement, and protection strategy guidance
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Clear, flat-rate pricing — no hourly charges, no surprises
“We believe your financial security deserves year-round attention, not just seasonal preparation.”
Explore Our Services for Business Owners
We also help business owners and entrepreneurs with bookkeeping, business tax filing and employer sponsored plans like SEPs, profit sharing plans, along with other tax savings plan strategies to help reduce tax liabilities and grow future income streams.
FAQs for Individual Tax Services
What tax services do you offer?
Our individual tax preparation service includes review of your tax documents, preparation of your federal return, applicable state return(s), e-filing, identification of eligible deductions and credits, and guidance on next steps if additional planning opportunities are available. We also include secure document collection through our encrypted client portal and, where applicable, support for prior-year filing needs. Our page also notes audit defense is included at no extra charge.
How much does individual tax preparation cost?
Our pricing starts at $135 for students, $185 for single filers, $225 for married filing jointly, and $200 for J-1 visa holders. Self-employed and business owner pricing depends on complexity and is handled through our business services side. Final pricing can increase if your return includes added complexity such as multiple states, investment activity, prior-year issues, or other special filings.
Do you prepare tax returns for H-1 visa holders and J-1 exchange program participants?
Yes. I help H-1 visa holders and J-1 exchange program participants with tax preparation based on their specific filing situation. This can include common issues such as residency status, tax treaty considerations, filing requirements, and state tax questions when applicable.
Do you work with self-employed individuals, 1099 earners, or small business owners?
Yes. I work with self-employed individuals, freelancers, and independent contractors. If your return includes business income and expenses, the scope and pricing may differ from a standard individual return.
Can you help if I worked in more than one state?
Yes. I prepare multi-state tax returns and help clients report income correctly across states while addressing resident, part-year resident, and nonresident filing issues when needed.
Can you help with prior-year tax returns?
Yes. If you have unfiled prior-year returns, I can help review what is missing, identify the documents needed, and prepare the returns so you can move forward.
Do you prepare amended returns?
Yes. If you already filed and need to correct something, I can review the return and determine whether an amendment is needed.
Can you help if I already started my return with TurboTax or another software?
Yes. If you already started your return and are unsure whether it was done correctly, I can review your situation and help determine the best next step.
Can you help if I have not filed yet and the deadline is close?
Yes. If you have not filed yet, it is still better to act now than wait longer. I can help you determine what is needed and the best way to move forward based on your timeline.
What documents do I need to get started?
Most clients need a government-issued ID, prior-year tax return, W-2s, 1099s, and any documents related to deductions, credits, dependents, education, investments, or other income sources. A checklist can be provided after you inquire.
Do you serve clients outside New York?
Yes. We work with clients remotely and can assist individuals in multiple states using a secure document collection process.
Is my information secure?
Yes. Client documents and tax information are handled through a secure process designed to protect sensitive personal and financial data.
Do you only prepare tax returns, or do you also help with planning?
We do both. Tax preparation focuses on filing accurately for what already happened. Tax planning looks ahead and helps identify ways to improve your tax position moving forward.
How do I get started?
You can get started by reaching out through the website contact form or booking page. From there, I will guide you through the next steps, including what information is needed and how to submit your documents securely.
Looking Beyond the Tax Return?
Filing taxes is just the start. If you're a nurse, healthcare professional, small business owner, or a member of FDNY, NYPD, EMS, or local government—your retirement path comes with its own set of risks most tax software won’t warn you about.
We created free retirement planning guides tailored to your profession or business. Each guide includes:
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The hidden tax traps in your 403(b), 457, or 401(k)
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How rising taxes and inflation could shrink your retirement
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Smarter ways to create guaranteed, tax-efficient income
Find your guide below:
➜ Nurses & Healthcare Retirement Guide
➜ Small Business Owner Retirement Guide
Download your guide and take control of your financial future—before the IRS or market does.
We're here to help you understand your options.
Tired of feeling like you're working harder just to give more away in taxes?
We help you keep more of what you earn—legally and strategically.
Most high earners and business owners leave thousands on the table every year simply because no one showed them how to plan smarter. Explore how smart tax planning, tax-free retirement strategies, and income-for-life solutions can give you real control over your financial future. These aren’t one-size-fits-all tactics. They’re personalized strategies built around where you are—and where you want to be.