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Tax Preparation Services

Maximize your Tax Savings

Bookkeeping

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

Help Others, and Get Rewarded!

Have someone in mind who could use expert help with tax preparation planning, or bookkeeping?

Join our Referral Program and send them our way.

Whether they're a business owner, freelancer, or friend who just needs clarity, we’re here to help them—and thank you.

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

Are you maximizing every advantage available to you, or leaving money on the table?

Tax Free-Retirement Strategies.jpg
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Accountant

We significantly reduce taxes above and beyond what you'll find on Main Street

Tax Prep

Why Choose Unifirst Financial & Tax Consultants

Security, Expertise, and Year-Round Partnership

  • Fully encrypted client portal for secure uploads and communication

  • Personalized attention from licensed professionals — not just software

  • Expertise with J1 & H1 Visa requirements.

  • Integrated tax, retirement, and protection strategy guidance

  • Clear, flat-rate pricing — no hourly charges, no surprises

Vince A.
Patrick A.

“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. 

Individual Tax Services - FAQs

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:

  • The hidden tax traps in your 403(b), 457, or 401(k)

  • How rising taxes and inflation could shrink your retirement

  • Smarter ways to create guaranteed, tax-efficient income

 

Find your guide below:

➜ FDNY Retirement Guide

➜ NYPD Retirement Guide

➜ NYCEMS Retirement Guide

➜ 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.

More Clients' Testimonials

Our clients love us, and we've got the love notes to prove it.

A longtime partner.

"Our company is very pleased with Unifirst Financial for our tax filing needs, including financial consultation. Patrick Anderson is exceptionally good in his field and he has been on top of providing us with the most current guidance related to regulatory compliance in the finance and business industries."

John Iver

Five Star Rating

"Patrick is an expert in both accounting and financial planning. He took his time to answer all my immediate questions and gave valuable tips regarding future planning. He is trustworthy and is guided by his clients' best interests. I know my financial matters are in good hands. Highly recommend!"

Masha G. L.

Wow! What a service!

Been using Unifirst since 2010. Patrick Anderson is very personable and helped us with tax advice numerous times! He even gave us advice on how we can be more efficient in our business taxes. Patrick Anderson and his team are so wonderful. I trust them over our personal and business taxes! 5 stars many times over!"

Nell Acda

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.

It's important to stay informed, so let's keep in touch.
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COMPANY

NEW YORK

240 Kent Avenue

Brooklyn, NY 11249

VIRGINIA

205 Van Buren St., Ste 120

Herndon, VA 20171

© 2018 - 2025   www.planwithvince.com  All rights reserved. 

Help others get the financial support they need—and earn while you do.
Join Our Referral Program →

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