Our story – Unified Tax Solutions

OUR STORY

Congratulations on embarking on your business journey! We’d like to share our experience on becoming the largest buying club for tax professionals, offering insights that may be valuable to you regardless of where you are in your entrepreneurial endeavors.

Getting down to work and taking proactive steps.

We ditched the suits, ties, and unnecessary formalities to get down to business. Our team comprises tax software experts boasting a collective 75 years of experience in the tax industry.

Recognizing a notable gap in the market concerning the cost of software, banking offerings, and service standards for an average-sized tax firm, we decided it was time for a change. While larger organizations processing over 10,000 bank items had reasonable options, we noticed a lack of fair deals for everyone else in the sector. Enter unified we’ve established a buying group that empowers us to negotiate with the strength of 100,000 bank items. No more settling for less in this industry.

Now, everyone can enjoy a "great deal."

We understand your tax business, your clients, and the specific challenges you face, whether you operate a single office, multiple locations, or function as a service bureau. Our resources are geared towards simplifying your life and helping you boost your income.

We want to clarify that we are not a “service bureau.” We genuinely operate as a “Buying Group.” In essence, our commitment is to conduct our business with the utmost ethical standards.

THE unified APPROACH

You may be asking yourself… What’s in it for me, then? Go on reading!

The unified Team has negotiated prices for its members based on several hundred thousand returns. Consequently, the software costs per tax office and the cost per bank product for our members are significantly more affordable than market prices. These savings are passed on to you, allowing you to enhance your bottom line.
As a member of the unified Community, you have the flexibility to set your costs. This includes access to additional charge buckets not traditionally available to typical tax firms. You won’t face any tax preparation fee limits, and you’ll enjoy expanded Add-On limits. Moreover, since we don’t impose service bureau costs, you’ll have a dedicated bucket for your own usage.
Our customer service strategy ensures VIP treatment in crucial areas: software support, specialized software training, marketing assistance, preferential banking treatment, and, importantly, access to the most comprehensive all-inclusive tax software solution.
The unified approach goes beyond merely providing tax software; it offers a Tax Business Solution. Our team has had the privilege of observing business operations nationwide, and we aim to share the valuable insights we’ve gained.