Understand the process before you begin.

No. Tax preparation is primarily focused on accurately reporting transactions and filing a tax return after the year has ended. Unity Tax Planning focuses on identifying proactive planning opportunities before important decisions are finalized.

No. The goal is to work alongside your existing CPA or tax preparer. A planning engagement may produce recommendations, calculations, questions, and coordination notes that can be reviewed with the professional responsible for preparing your return.

The service is generally best suited for business owners, high-income families, pre-retirees, retirees, investors with taxable accounts, charitable families, and people preparing for a major sale or capital gain.

Yes. You do not need to change advisors to request a tax planning review. When appropriate, planning findings may be coordinated with your existing financial advisor, CPA, attorney, or other professionals.

Your intake is reviewed to determine whether there appear to be meaningful planning opportunities and whether the situation is a fit. If appropriate, the next step is a conversation about your goals, the required documents, the scope of work, timing, and pricing.

Depending on your situation, documents may include prior-year tax returns, current income estimates, paystubs, business financial information, investment statements, retirement account balances, charitable giving records, or details about an upcoming sale.

Timing depends on complexity, document availability, and the type of engagement. A focused review may move more quickly, while comprehensive planning involving businesses, multiple entities, large transactions, or outside professionals may require additional time.

A paid planning engagement may include a written summary of potential opportunities, planning priorities, important considerations, implementation steps, and items to discuss with your CPA, attorney, or other professionals.

Implementation support depends on the engagement. This may include helping organize next steps, coordinating with your existing professionals, supporting investment-related implementation when appropriate, and helping track unresolved planning items.

The Tax Blind Spot Review starts at $995. Comprehensive Tax Planning starts at $3,500. Advanced planning and family office-style coordination are custom engagements based on complexity and scope.

Planning needs vary significantly. Pricing may depend on the number of tax returns, entities, investment accounts, planning topics, upcoming transactions, family members involved, and the amount of coordination required with outside professionals.

Yes. The proposed scope and pricing will be discussed before a paid engagement begins. Submitting the intake form does not obligate you to purchase a service.

You do not need to determine that alone. The intake helps identify the likely level of planning needed. If your situation requires a different engagement than the one you initially selected, that will be discussed before work begins.

No. Tax planning may identify opportunities, risks, tradeoffs, and timing strategies, but no specific savings or tax result can be guaranteed. Actual outcomes depend on your full circumstances, implementation, tax law, and the positions taken on your tax return.

Unity Tax Planning does not replace legal counsel or the tax professional responsible for preparing and signing your return. Legal documents should be prepared or reviewed by a qualified attorney, and tax filing positions should be confirmed with the appropriate tax professional.

When appropriate and with your permission, planning findings and implementation questions may be coordinated with your CPA, attorney, financial advisor, or other professionals.

Tax planning can involve assumptions, tradeoffs, professional judgment, and incomplete information. Differences should be discussed openly so the relevant professionals can evaluate the facts, applicable tax rules, and implementation requirements.

The initial intake is designed to collect general planning information. You should not enter Social Security numbers, account numbers, passwords, complete tax returns, or other highly sensitive information in the intake form.

If a deeper review is appropriate, relevant documents should be requested and delivered through an approved secure process rather than pasted into the initial intake form.

No. Submitting an intake does not create an advisory, tax, legal, accounting, or other professional relationship. A client relationship begins only after the appropriate agreement has been reviewed and completed.