About Us
At Unity Tax & Financial Services, we provide personalized accounting and tax support for individuals, entrepreneurs, and small businesses. Our approach is hands-on, focused on helping you understand your numbers, stay compliant, and make informed financial decisions. We believe clarity creates confidence, and strong financial foundations support long-term success.
Ready to work with an accounting partner you can trust?
What We Do
We serve our clients through clear processes, timely communication, and attention to detail. Our goal is to create a smooth, organized experience from start to finish.
Tax Preparation & Planning
Individual Tax Preparation
We prepare and file individual tax returns with accuracy and attention to detail. Our process is straightforward and designed to keep your filing compliant and stress-free.
Business Tax Preparation
We prepare and file business tax returns for LLCs, S corporations, C Corporations, and Partnerships. Our focus is on accurate reporting, proper documentation, and filings completed correctly the first time.
Monthly/Quarterly Tax Estimates
We calculate and prepare estimated tax payments to help you stay current throughout the year. This service is designed to reduce surprises and keep you on track with required payments.
Bookkeeping & Accounting
QuickBooks Set-Up
We help with QuickBooks Account Set-Up including chart of accounts and account connections. This is the foundation for accurate bookkeeping and reporting.
Bookkeeping
We maintain your books on a consistent schedule so your records stay accurate and organized throughout the year.
Financial Statement Preparation
We prepare financial statements based on your bookkeeping records. These reports provide a clear snapshot of your business activity for tax, planning, or internal use.
Business Advisory & Consulting
General Business Consulting
Strategic guidance to help you make smarter decisions, streamline operations, and grow with intention. We focus on clarity, structure, and execution so your business actually moves forward.
Entity Formation
We help you choose and set up the right business structure from the start. This includes entity selection, filings, and guidance to ensure you’re compliant, protected, and positioned for growth.
S-Corp Elections
We evaluate whether an S-Corp election aligns with your business income and long-term goals. If appropriate, we manage the filing and provide guidance to ensure proper compliance moving forward.
