Unity Tax & Financial Service
Unity Tax & Financial Service is a privately held CPA firm in South Bend, Indiana (1–10 employees) that provides tax preparation, bookkeeping, compilations, payroll, and financial advisory services to individual taxpayers and small-to-medium businesses, supported by a client portal and a 1040.com online-filing partnership.
- Company typePrivate
- Founded-
- HeadquartersSouth Bend, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Unity Tax & Financial Service does
Unity Tax & Financial Service (also doing business as Unity Tax Services) is a privately held tax and accounting firm headquartered at 514 N Williams St, South Bend, Indiana, operating with a stated headcount of 1–10 employees. The firm delivers professional tax preparation for individuals, corporations, and partnerships, alongside financial services such as bookkeeping, compilations, and financial statement preparation. Its stated service scope also extends to investment consulting, retirement planning, payroll, insurance, and business valuation, positioning it as a generalist CPA practice for both individual taxpayers and small-to-medium businesses.
The firm supplements its core services with a digital infrastructure that includes a secure client portal for document exchange, a suite of more than 50 online financial calculators, an ICS-based tax calendar subscription, and an extensive client library (articles, guides, white papers, on-demand videos, FAQs, state resources). Distribution relies on direct sales via phone, toll-free lines, email, and in-person appointments at the South Bend office, which operates extended hours seven days a week. The firm also generates leads through content marketing, an email newsletter, and a Facebook page, and extends its reach to self-service filers through an affiliate partnership with 1040.com.
Revenue mechanics are professional-services based — fees for tax preparation, bookkeeping, compilations, payroll, and advisory work — with no publicly disclosed pricing tiers or fee schedules. Payment processing is supported through PayPal, credit card, electronic check, and bank wire. The firm is privately owned with no disclosed parent, investors, funding rounds, patents, certifications, or regulatory actions in the source data.
Unity Tax & Financial Service firmographics
Firmographics- Name
- Unity Tax & Financial Service
- Legal name
- Unity Tax & Financial Service
- Website
- https://unitytax.net
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Unity Tax & Financial Service is a privately held CPA firm in South Bend, Indiana (1–10 employees) that provides tax preparation, bookkeeping, compilations, payroll, and financial advisory services to individual taxpayers and small-to-medium businesses, supported by a client portal and a 1040.com online-filing partnership.
- Ownership category
- akta.pro rank
Unity Tax & Financial Service industry classification
Industry- Product category
- Tax Preparation & Accounting Services
- NAICS
- Tax Preparation Services (541213), Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)
- SIC
- Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Tax Advisory & Compliance (BPAHABAB)
- akta.pro secondary industries
- Payroll & Employment Tax Services (BPAHABAD), Tax-Aware Investment Planning (FSAEAAAE)
Keywords
Where Unity Tax & Financial Service is headquartered
LocationHeadquarters
- HQ city
- South Bend
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Unity Tax & Financial Service business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Tax Preparation Services: Professional tax preparation services for individuals and businesses, likely including tax filing, planning, and compliance services.
- Financial Services: Financial advisory and accounting services including bookkeeping, compilations, and financial statement preparation.
Go-to-market motion1 record
Distribution channels4 records
Marketing channels6 records
Unity Tax & Financial Service product offering
Product offeringCore offering
Unity Tax & Financial Service provides professional tax preparation for individuals, corporations, and partnerships, including filing assistance and extension management. It also delivers financial advisory and accounting services such as bookkeeping, financial statement compilations, and audit support. Service is delivered from a South Bend, Indiana office supplemented by a secure client portal, IRS tools, and a content/resource library.
Product overview
Unity Tax & Financial Service is a tax and financial services firm offering a unified suite of services centered around tax preparation and financial advisory. The core offering consists of professional tax preparation (individual, corporate, partnership) and financial services (bookkeeping, compilations, audit services). The firm supplements its core services with a digital client portal for secure access and a comprehensive client library providing calculators, educational content, IRS forms/publications, and tax resources. The product portfolio is structured as core service offerings supported by self-service digital tools and subscription-based content delivery.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Preparation Services Professional tax preparation for individuals, corporations, and partnerships, including filing assistance and extension management.
- Financial Advisory & Accounting Services Financial advisory and accounting services including bookkeeping, financial statement compilations, and audit support for individuals and businesses.
- Secure Client Portal Online portal providing secure client access to tax documents, records, and communication with the firm.
Companies that use Unity Tax & Financial Service
Customer profileSegments2 records
Ideal customer profiles2 records
Unity Tax & Financial Service technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Unity Tax & Financial Service partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- 1040.comminorProvides online tax return preparation option through 1040.com affiliate partnership, allowing clients to prepare returns online with referral tracking (did=42562). Extends service reach to self-service tax filers.
Recent moves4 records
Expansion highlights3 records
Unity Tax & Financial Service competitors and assessment
Company assessmentBroad incumbents
- Edward Jones: National wealth management and financial advisory firm with thousands of local branch offices serving individuals on retirement, investment, and insurance planning. Comparable to Unity's investment, retirement, and insurance service lines from a local-relationship model perspective.
- H&R Block: National tax preparation franchise and DIY software provider offering individual and small-business tax services across physical offices and online channels. Directly comparable to Unity on tax preparation services, with a much larger geographic footprint and proprietary technology stack.
- Marcum LLP: Large U.S. accounting firm providing tax, audit, advisory, and wealth services to mid-market and small businesses. Comparable tax and bookkeeping services for businesses that outgrow a local firm like Unity.
- BDO USA: Top-tier U.S. accounting and advisory firm serving middle-market businesses with tax, audit, and advisory services. Comparable as a higher-end CPA alternative for Unity's small-business clients as they grow and require more sophisticated advisory work.
Emerging players
- Intuit (TurboTax): DIY tax preparation software leader offering cloud-based individual and small-business return products. Represents the primary online self-service alternative competing for the same end clients Unity serves, especially for simpler returns.
- TaxAct: Online tax preparation platform serving DIY individual and business filers, including professionals and small businesses. Direct online substitute competing for Unity's individual and small-business tax clients at lower price points.
- 1-800-Accountant: Virtual accounting and tax services firm serving small businesses and individuals nationwide through remote CPAs and bookkeepers. A digitally delivered alternative to Unity's local, in-office service model with comparable small-business accounting and tax offerings.
Others
- Botkeeper: Tech-enabled bookkeeping and accounting service using automation and AI to deliver outsourced bookkeeping to small businesses. Competes with Unity's bookkeeping and financial statement preparation offerings through a software-driven, lower-cost delivery model.
Direct peers
- Jackson Hewitt Tax Service: U.S. tax preparation franchise with thousands of seasonal offices serving individual taxpayers with similar in-person, accessibility-focused service. Closest direct competitor profile to Unity's local, in-office tax preparation model.
- Liberty Tax Service: National tax preparation franchise operating company-owned and franchised offices serving individual filers with similar in-person preparation and refund-oriented offerings. Comparable business model and target customer base as Unity.
Market position
Weaknesses1 record
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Unity Tax & Financial Service social profiles
Digital presenceUnity Tax & Financial Service financial estimates
Financial estimateRevenue estimate
Valuation estimate
Unity Tax & Financial Service leadership team
Management profileNumber of profiles
Unity Tax & Financial Service funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Unity Tax & Financial Service M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Unity Tax & Financial Service
What does Unity Tax & Financial Service do?
Unity Tax & Financial Service provides professional tax preparation for individuals, corporations, and partnerships, including filing assistance and extension management. It also delivers financial advisory and accounting services such as bookkeeping, financial statement compilations, and audit support. Service is delivered from a South Bend, Indiana office supplemented by a secure client portal, IRS tools, and a content/resource library.
Is Unity Tax & Financial Service a public or private company?
Unity Tax & Financial Service is a private company. It is classified as unknown and is currently operating.
When was Unity Tax & Financial Service founded?
Unity Tax & Financial Service was founded in -1. It employs 1 to 10 people.
Where is Unity Tax & Financial Service based?
Unity Tax & Financial Service is headquartered in South Bend, United States, in the North America region.
How does Unity Tax & Financial Service make money?
Two revenue lines are on record. Tax Preparation Services are the primary driver. The others are financial Services.
Who are Unity Tax & Financial Service's main competitors?
Broad incumbents on record are Edward Jones, H&R Block, Marcum LLP and BDO USA. Emerging players are Intuit (TurboTax), TaxAct and 1-800-Accountant. Botkeeper is listed as an others. Direct peers are Jackson Hewitt Tax Service and Liberty Tax Service.
Does Unity Tax & Financial Service have an API?
No public API is recorded for Unity Tax & Financial Service.
What industry is Unity Tax & Financial Service in?
Unity Tax & Financial Service's product category is Tax Preparation & Accounting Services. Its primary akta.pro industry code is BPAHABAB, Tax Advisory & Compliance, with a secondary code of BPAHABAD, Payroll & Employment Tax Services. Its NAICS code is 541213 and its SIC code is 8700.