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RLOLC Special Offer:
Get a complimentary comprehensive financial analysis & tax report (worth $495).  Set up an appointment here >>>


Unifirst Financial & Tax Advisors is a specialized tax mitigation and retirement solutions firm. We deliver a comprehensive financial and tax solutions for wealthy families and high net-worth business owners to significantly reduce taxes and build income for life and beyond.

With over 100 years of rich financial, legal and 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. We are 100% confident in our process – no fees are paid until savings are identified.

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 and builds substantial savings to supplement future income and retirement.

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.

We continue to strive to make a significant impact on people’s lives by helping them achieve a more secure financial future.  Contact us here >


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 Goltsova-Lanoue, President, Barking Media

"Unifirst Financial is the best! We have been with Unifirst Financial for more than a decade and Mr. Anderson has always taken care of not just our tax preparation but also all of our financial concerns. He is always ready to provide great advice and mentorship. We have always been very comfortable with Unifirst Financial since day 1, we've always received great results with our tax preparation, and you can be 100% sure that there will be no mistakes during tax filing as compared to DIY with online tax apps like TT and such. Our business has grown exponentially in part because of the invaluable service of Unifirst Financial. We do not consider Mr. Anderson as just a tax service provider but a family, mentor, and friend. More power to Unifirst Financial, God blesses you and all your staff and family, and here's wishing you continued good health and more success!" --- Alma Tupas, COO, JobsConnect USA /

"Unifirst stands out from any other tax preparation firm I have encountered. Their team is not only highly knowledgeable, experienced, and informed, but they also genuinely care about their clients and treat them like friends. As an Ecuadorian, Patrick went above and beyond to not only understand my tax needs, but also my culture and personal financial situation. I highly recommend Unifirst to all of my Ecuadorian friends, as well as anyone I know. Thank you Unifirst for not only doing an exceptional job, but for also showing genuine care and always doing right by your clients!" --- Nicole Suarez, International Tax Specialist /

"Our company is very pleased to have been a longtime partner of Unifirst Financial & Tax Consultants 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, COO, Premium Care USA /
"As a small business owner, I wear a lot of hats to keep my ship running smoothly, but I always dread tax season. Unifirst Financial & Tax Consultants makes tax season a breeze and is incredibly helpful in filling your state and federal income tax. Thanks for all of your help and hard work! And for taking a major weight off of my shoulders every tax season." --- Andrew Gehman, President, 2085 Media Productions

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