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.
Investments
Advisory
Network
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
Entrepreneurs and Business Owners
Private Companies
Nonprofit Organizations
US filing obligations across all customer segments
What we offer
Unity Tax provides the following comprehensive services:
