Jacksonville's Trusted Financial Partner

Welcome — let's
make this year
count.

Whether you're filing personal taxes, managing business finances, or planning for the future, we're here to help you move forward with confidence.

What We Do

Comprehensive financial
services for every need

Tax Preparation

Personal and business tax returns prepared with care and precision. We maximize your refund while ensuring full compliance with current tax laws.

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Bookkeeping

Keep your business finances organized and accurate. We handle the day-to-day record keeping so you can focus on growing your business.

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Financial Planning

Build a roadmap for your financial future. From retirement planning to debt management, we help you make informed decisions that matter.

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Personal Services

From EIN applications to individual financial consultations, we offer a range of personal services tailored to your unique situation.

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Business Formation

Starting a business? We help with entity selection, registration, and setting up the financial foundation your new venture needs to succeed.

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IRS Resolution

Facing tax debt or an audit? We provide compassionate, expert guidance to help resolve complications and get you back on track.

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About Us

More than a tax office —
your financial ally

At Unity Tax and Personal Services, we believe that financial clarity should be accessible to everyone. Based in Jacksonville, Florida, we've built our practice on a simple principle: treat every client's finances with the same care and attention we would give our own.

From individual taxpayers navigating their first return to small business owners managing complex bookkeeping, we meet you where you are. Our approach is personal — we take the time to understand your situation, explain your options clearly, and deliver results you can rely on year after year.

Jacksonville

Locally served

Full-service

Tax & financial

Professional office setting representing Unity Tax and Personal Services

Why Choose Us

The difference is in
the details

01

Personal Attention

You're not a case number. We take the time to know your situation, answer your questions, and ensure you feel confident about every decision.

02

Accurate & Timely

Deadlines matter. We deliver precise work on time, every time — so you can file with peace of mind and avoid unnecessary stress.

03

Transparent Pricing

No hidden fees, no surprises. We discuss costs upfront so you always know exactly what to expect — before we begin any work.

04

Truly Local

We're your neighbors in Jacksonville. When you work with us, you're supporting a local business that cares about our community.

Get Started Today

Your financial clarity
starts with a conversation

Whether it's tax season or any time of year, we're here to help. Reach out and let's figure out how we can support you.

Contact Us

We'd love to
hear from you

Have a question about our services? Need to schedule an appointment? Reach out — we respond promptly and are happy to help.

Visit Us

900 Cesery Blvd
Jacksonville, FL 32211-5634

Call Us

(904) 743-8010

Send a Message

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