WHY UNITY TAX
Expert, investment-aligned tax strategies that protect, optimize, and grow your global wealth.
How are we differentiated?
1
INVESTOR-CENTRIC APPROACH
Unlike most CPA firms that operate on a one-size-fits-all model, we build our practice around the needs of our investors. Our tax recommendations will be tailored and aligned with our clients’ investment strategies, cash flow goals, and long-term wealth creation plans.
2
A FIDUCIARY MINDSET
Our practice is guided by prudence, optimization, and an unwavering commitment to act in our clients’ best interests. We view ourselves not just as tax preparers but as long-term partners in building and protecting our clients’ wealth.
3
HOLISTIC WEALTH & TAX PLANNING
We go beyond basic tax compliance to deliver comprehensive planning across income, capital gains, gift, and estate tax regimes. Our solutions integrate trust structuring, succession planning, and business advisory, allowing our clients to make decisions that are tax-efficient today and wealth-preserving for future generations.
4
CROSS-BORDER EXPERTISE
Global families and business owners face unique challenges that few CPA firms can handle well. With our U.S. tax partner’s dual qualifications in U.S. GAAP (CPA) and IFRS (ACCA), we offer rare expertise in cross-border tax compliance, expatriate planning, and foreign asset reporting from a global perspective. This enables seamless planning for clients with businesses, investments, or family members across multiple jurisdictions
5
ENTREPRENEURAL AGILITY
We operate with the speed and adaptability you require. From our conversations with our clients, we understand that non-responsiveness is a common frustration, especially during tax season. Where large firms are rigid and bureaucratic, we are nimble, responsive, and transparent—giving you the timely attention you deserve.
6
INTEGRATED WITH INVESTMENT STRATEGY
Our deep integration with Unity Investments allows us to synchronize tax planning with portfolio construction, liquidity events, and capital deployment. This means clients can optimize their after-tax returns, not just their pre-tax performance, a critical advantage that traditional tax providers do not offer.
