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Where tax strategy 
meets investment insight

We integrate wealth management and tax planning into one cohesive strategy, ensuring that your investment, estate, and business decisions are optimized on a post-tax basis.

Introducing Unity Tax

Unity Tax is a strategic extension of Unity Investments, created to deliver best-in-class U.S. tax and accounting services for globally connected individuals, families, and businesses. We launched Unity Tax to address a gap in the market: high-net-worth clients and businesses who need personalized, technical, and investment-aligned tax advisory that traditional firms are too limited to provide.

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Our Approach

We integrate wealth management and tax planning into one cohesive strategy, ensuring that your investment, estate, and business decisions are optimized on a post-tax basis. Unlike most firms, we do not view tax as compliance alone: we view it as an essential driver of long-term wealth preservation.

Who We Serve

Unity Tax specializes in supporting:

High-net-worth Individuals and Families

Private and Public Companies

Entrepreneurs and Business Owners

Nonprofit Organizations

US Filing Obligations Across All Customer Segments

What We Offer

Unity Tax provides the following comprehensive services:

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Align your tax strategy with your investment goals—start the conversation today.

Connect with Unity Tax on LinkedIn

Connect with us on LinkedIn to stay updated on market insights, portfolio news, and investment opportunities.

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