Separate Business Entity
Unity Tax Planning is a separate business entity owned by Wade Marcy. Unity Tax Planning provides tax-planning education, analysis, strategy, and coordination services under a separate written engagement.
Relationship With Unity Financial Planning Group
Wade Marcy is also associated with Unity Financial Planning Group, a registered investment adviser. Unity Tax Planning and Unity Financial Planning Group are separate businesses that provide different services under separate agreements.
Unity Tax Planning does not provide investment advisory services, portfolio management, securities recommendations, or investment implementation. Investment advisory services, when applicable, are offered separately through Unity Financial Planning Group.
Ownership and Potential Conflict of Interest
Because Wade Marcy has an ownership or financial interest in both Unity Tax Planning and Unity Financial Planning Group, he has a financial incentive to recommend services provided by either business. This creates a potential conflict of interest.
Clients should consider this conflict when deciding whether to engage either business. Clients are not required to engage Unity Financial Planning Group to receive services from Unity Tax Planning. Clients of Unity Financial Planning Group are not required to engage Unity Tax Planning.
Clients remain free to work with any investment adviser, CPA, tax professional, accountant, attorney, insurance professional, or other service provider of their choosing.
Tax, Legal, and Accounting Information
Information presented through Unity Tax Planning is provided for general educational, analytical, and planning purposes. Unless expressly included in a separate written engagement, Unity Tax Planning does not provide tax-return preparation, legal advice, legal document preparation, accounting services, audit services, or legal opinions.
Tax laws, regulations, interpretations, and individual circumstances may change. Clients should consult with a qualified CPA, enrolled agent, tax professional, accountant, or attorney before implementing a tax, legal, estate-planning, or accounting strategy.
Investment and Securities Information
Nothing on this website should be interpreted as an offer to buy or sell a security, an individualized securities recommendation, portfolio-management advice, or a recommendation regarding a specific investment product.
Any investment advisory recommendation or implementation must be provided through an appropriately registered investment adviser under a separate advisory agreement. Investing involves risk, including the possible loss of principal.
No Guarantee of Results
Tax-planning opportunities depend on each client's individual circumstances, applicable law, timing, implementation, and the involvement of other professional advisers. Unity Tax Planning does not guarantee tax savings, investment performance, financial results, or any particular planning outcome.
Hypothetical Examples and Sample Plans
Sample plans, scenarios, calculations, illustrations, case studies, and planning examples are hypothetical and are provided solely for educational purposes. They do not represent actual client experiences unless expressly stated otherwise.
Actual results will vary based on individual facts, assumptions, tax laws, filing status, income, deductions, timing, implementation, and advice received from other professionals.
AI-Assisted Analysis
Artificial intelligence and other technology-assisted tools may be used to organize information, summarize documents, identify possible planning topics, produce preliminary calculations, or support internal analysis.
These tools do not replace professional judgment. AI-generated or technology-assisted output may be incomplete or contain errors and should be reviewed by an appropriately qualified professional before being relied upon or implemented.
No Professional Relationship Created
Accessing this website, reviewing educational content, downloading a sample plan, submitting an intake form, or communicating through the website does not create a tax, legal, accounting, investment advisory, fiduciary, or client relationship.
A professional relationship is established only after the appropriate parties have accepted and executed a separate written engagement agreement.
Confidential and Sensitive Information
Do not submit Social Security numbers, complete account numbers, passwords, complete tax returns, medical information, or other highly sensitive personal information through general website forms or ordinary email. Secure document-submission instructions will be provided when appropriate.
Coordination With Other Professionals
Unity Tax Planning may coordinate with a client's CPA, accountant, attorney, investment adviser, insurance professional, or other adviser when authorized by the client. Each professional remains independently responsible for the services and advice they provide.
© 2026 Unity Tax Planning. All rights reserved.
Information is subject to change without notice. This disclosure should be read together with the applicable engagement agreement and any required regulatory disclosures.