Unity Tax Partners

Want To Become a Servive Bureau in the Tax Industry? See how Unity Tax does it right with Unity Multi!

Tired of paying those bank product junk fees? - Unity is the solution. Go fee free with Unity this season.

Small efficiencies add up to big wins during tax season.

In this clip from our Unity & TaxWise – Meet the Enhanced Mobile App webinar, we break down how using TaxWise Mobile, AI-powered intake, return stages, custom fields, and templates can quietly save you hours over the course of a season.

Saving a couple of minutes on one return may not feel like much — but across hundreds of returns, it can mean 13+ hours back in your week.

Work smarter. Cut keystrokes. Reclaim your time.

Full webinar available on our YouTube channel

Want a simple way to add revenue without adding complexity?

With Unity Tax Shield (à la carte), you stay in control:
• $59.95 per policy
• You can price it at $100
• Keep 100% of the markup
• Sell 50+ policies and earn a $10 per-client rebate

Same protection. Same expert coverage.
Just more flexibility — and more profit for your office.

Turn protection into a smart revenue stream this season.
Ask us about Unity Tax Shield options.

Big changes are creating real wins for your clients. 💥

As Anthony Sampson from TaxWise explains, new deductions mean:
✔ More clients paying less
✔ Lower balances due
✔ Bigger refunds — without itemizing

One standout update:
Clients who purchase a new vehicle between 2025–2028 may be able to deduct up to $10,000 in car loan interest — a major opportunity to add value, planning, and clarity during the return.

This is the kind of knowledge that builds trust, drives referrals, and positions you as the expert your clients rely on.

Catch the full Unity Insider: The Must-Know Tax Changes for 2025 webinar on our YouTube channel.

Thank you, Gloria Galvin of Community Tax of Clewiston, for sharing your experience with Unity. 💙

We’re proud to support tax professionals who care deeply about offering fair pricing, great service, and modern, efficient solutions for their communities. From transparent pricing and electronic workflows to real-time support when questions come up, stories like yours are exactly why Unity exists.

We’re honored to be part of the work you’re doing for your clients and your community.

E-File Signatures made simple — whether your client is remote or sitting right in front of you.

In this clip from our Unity & TaxWise – Meet the Enhanced Mobile App webinar, we break down the difference between remote vs. in-person e-signatures, including:
✔ When to use each option
✔ How KBA questions protect client data
✔ Why signatures are date- and time-stamped for compliance
✔ What to double-check before transmitting the return

Understanding these tools helps you move faster, stay secure, and avoid delays during filing season.

Watch the full webinar on our YouTube channel to see the complete walkthrough and best practices.

Smarter workflows. Stronger security. Powered by Unity Tax Partners.